Latest Institutional Transactions on First Tr ETF Fd Viii Cboe Vest (QSPT)
This table provides information on the latest institutional transactions involving First Tr ETF Fd Viii Cboe Vest (QSPT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11KNew |
$290K - $314K
|
11K
$328K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.3K- 7.29% |
$114K - $123K
|
54.7K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-600- 3.72% |
$15.9K - $17.2K
|
15.5K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.35K- 9.76% |
$35.6K - $38.5K
|
12.4K
$373K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
850New |
$22.5K - $24.3K
|
850
$25.5K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.1K- 7.47% |
$665K - $708K
|
311K
$9.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.98KNew |
$105K - $112K
|
3.98K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.8K- 49.15% |
$764K - $812K
|
29.8K
$893K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
500New |
$13.3K - $14.1K
|
500
$15K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.49K- 11.21% |
$39.6K - $42.1K
|
11.8K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-50- 1.24% |
$1.33K - $1.41K
|
3.98K
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.27KNew |
$33.5K - $35.6K
|
1.27K
$37.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
30.4KNew |
$806K - $858K
|
30.4K
$912K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
7.54KNew |
$200K - $212K
|
7.54K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-70- 0.57% |
$1.86K - $1.97K
|
12.2K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.65K- 78.5% |
$43.7K - $46.5K
|
452
$13.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$125K - $132K
|
4.7K
$141K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23- 0.21% |
$610 - $648
|
10.9K
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
18.1KNew |
$480K - $510K
|
18.1K
$542K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.18KNew |
$217K - $231K
|
8.18K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
8.94KNew |
$237K - $252K
|
8.94K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 9.09% |
$1.33K - $1.41K
|
500
$15K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-359- 2.16% |
$9.51K - $10.1K
|
16.3K
$487K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.2KNew |
$281K - $301K
|
11.2K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
613+ 73.86% |
$15.3K - $16.4K
|
1.44K
$43.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.1K+ 111.0% |
$278K - $298K
|
21.1K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
19.1KNew |
$479K - $513K
|
19.1K
$573K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.02K- 4.41% |
$25.6K - $27.4K
|
22.1K
$662K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
748New |
$18.7K - $20.1K
|
748
$22.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8KNew |
$345K - $370K
|
13.8K
$413K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.17K+ 25.19% |
$54.3K - $58.2K
|
10.8K
$323K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 13.57% |
$253K - $271K
|
84.7K
$2.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
128K+ 587.93% |
$3.2M - $3.43M
|
150K
$4.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-580- 2.81% |
$14.5K - $15.6K
|
20.1K
$601K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.78K- 18.03% |
$44.6K - $47.8K
|
8.09K
$242K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.8KNew |
$358K - $386K
|
14.8K
$444K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.83K+ 11.55% |
$92.4K - $99.6K
|
37K
$1.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
3.2KNew |
$77.3K - $83.3K
|
3.2K
$95.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
381K+ 223.0% |
$8.9M - $9.52M
|
552K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1K- 3.35% |
$23.4K - $25K
|
28.9K
$865K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.5KNew |
$316K - $338K
|
13.5K
$405K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.06KNew |
$188K - $201K
|
8.06K
$241K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.36KNew |
$195K - $209K
|
8.36K
$250K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.49KNew |
$198K - $212K
|
8.49K
$254K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.37K+ 18.51% |
$49.9K - $56.4K
|
15.1K
$454K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.47K+ 97.87% |
$31K - $35K
|
2.97K
$88.9K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.05KNew |
$107K - $120K
|
5.05K
$151K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
8.43KNew |
$178K - $201K
|
8.43K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
55New |
$1.16K - $1.31K
|
55
$1.65K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
17.6KNew |
$372K - $420K
|
17.6K
$528K
|
|