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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-305- 30.62% |
$7.37K - $7.94K
|
691
$18.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.83K+ 11.55% |
$92.4K - $99.6K
|
37K
$1M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-21- 0.05% |
$507 - $546
|
39.3K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
43+ 0.39% |
$1.04K - $1.12K
|
11.1K
$301K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
460+ 1.87% |
$11.1K - $12K
|
25.1K
$681K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
3.2KNew |
$77.3K - $83.3K
|
3.2K
$86.8K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9.44KNew |
$221K - $236K
|
9.44K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1K- 3.35% |
$23.4K - $25K
|
28.9K
$783K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
381K+ 223.0% |
$8.9M - $9.52M
|
552K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.5KNew |
$316K - $338K
|
13.5K
$367K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-120- 1.2% |
$2.8K - $3K
|
9.86K
$268K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.06KNew |
$188K - $201K
|
8.06K
$219K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.36KNew |
$195K - $209K
|
8.36K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.49KNew |
$198K - $212K
|
8.49K
$230K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.37K+ 18.51% |
$49.9K - $56.4K
|
15.1K
$411K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.47K+ 97.87% |
$31K - $35K
|
2.97K
$80.6K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.05KNew |
$107K - $120K
|
5.05K
$137K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
8.43KNew |
$178K - $201K
|
8.43K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-163K- 92.59% |
$3.44M - $3.89M
|
13K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
55New |
$1.16K - $1.31K
|
55
$1.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.03KNew |
$85K - $96K
|
4.03K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.19KNew |
$194K - $219K
|
9.19K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
17.6KNew |
$372K - $420K
|
17.6K
$478K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.35K+ 36.16% |
$70.7K - $79.8K
|
12.6K
$342K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
443New |
$9.36K - $10.6K
|
443
$12K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.36KNew |
$49.7K - $56.2K
|
2.36K
$63.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
68.2KNew |
$1.44M - $1.63M
|
68.2K
$1.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
30.3KNew |
$641K - $724K
|
30.3K
$823K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$277K - $288K
|
13K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-55.6K- 68.48% |
$1.18M - $1.23M
|
25.6K
$694K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5K+ 102.18% |
$31.9K - $33.2K
|
2.97K
$80.6K
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
BUY
|
- |
6.58K+ 40.46% |
$140K - $146K
|
22.8K
$620K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.08K- 74.47% |
$86.8K - $90.4K
|
1.4K
$38K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
384New |
$7.23K - $8.19K
|
384
$10.4K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.45KNew |
$56.7K - $66.6K
|
3.45K
$93.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
240+ 2.15% |
$3.94K - $4.63K
|
11.4K
$310K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
70.9KNew |
$1.15M - $1.27M
|
70.9K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
167New |
$2.71K - $2.98K
|
167
$4.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
352KNew |
$5.72M - $6.28M
|
352K
$9.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 12.14% |
$29.2K - $32.1K
|
16.6K
$451K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
136K+ 453.82% |
$2.25M - $2.65M
|
166K
$4.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
57.2KNew |
$947K - $1.11M
|
57.2K
$1.55M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
7.4KNew |
$123K - $144K
|
7.4K
$201K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.72KNew |
$110K - $136K
|
6.72K
$182K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
98New |
$1.61K - $1.98K
|
98
$2.66K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-123KClosed |
$2.25M - $2.58M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-38KClosed |
$695K - $797K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-247KClosed |
$4.53M - $5.19M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-12.1KClosed |
$222K - $255K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.48K+ 11.23% |
$45.3K - $52K
|
24.5K
$666K
|
|