Latest Institutional Purchases of First Tr ETF Fd Viii Cboe Vest (QSPT)
This list provides information on the latest institutional transactions involving First Tr ETF Fd Viii Cboe Vest (QSPT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.8KNew |
$358K - $386K
|
14.8K
$420K
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9.44KNew |
$228K - $246K
|
9.44K
$267K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.83K+ 11.55% |
$92.4K - $99.6K
|
37K
$1.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
3.2KNew |
$77.3K - $83.3K
|
3.2K
$90.5K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
381K+ 223.0% |
$8.9M - $9.52M
|
552K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.5KNew |
$316K - $338K
|
13.5K
$383K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.49KNew |
$198K - $212K
|
8.49K
$240K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.36KNew |
$195K - $209K
|
8.36K
$236K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.06KNew |
$188K - $201K
|
8.06K
$228K
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
30.3KNew |
$641K - $724K
|
30.3K
$858K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
17.6KNew |
$372K - $420K
|
17.6K
$498K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
8.43KNew |
$178K - $201K
|
8.43K
$239K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.05KNew |
$107K - $120K
|
5.05K
$143K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.35K+ 36.16% |
$70.7K - $79.8K
|
12.6K
$357K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.37K+ 18.51% |
$49.9K - $56.4K
|
15.1K
$428K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.36KNew |
$49.7K - $56.2K
|
2.36K
$66.6K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.47K+ 97.87% |
$31K - $35K
|
2.97K
$84K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
443New |
$9.36K - $10.6K
|
443
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
55New |
$1.16K - $1.31K
|
55
$1.56K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$277K - $288K
|
13K
$368K
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
BUY
|
- |
6.58K+ 40.46% |
$140K - $146K
|
22.8K
$646K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5K+ 102.18% |
$31.9K - $33.2K
|
2.97K
$84K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
384New |
$7.23K - $8.19K
|
384
$10.9K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.45KNew |
$56.7K - $66.6K
|
3.45K
$97.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
240+ 2.15% |
$3.94K - $4.63K
|
11.4K
$323K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
352KNew |
$5.72M - $6.28M
|
352K
$9.96M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
70.9KNew |
$1.15M - $1.27M
|
70.9K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
167New |
$2.71K - $2.98K
|
167
$4.72K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
136K+ 453.82% |
$2.25M - $2.65M
|
166K
$4.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
57.2KNew |
$947K - $1.11M
|
57.2K
$1.62M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
7.4KNew |
$123K - $144K
|
7.4K
$209K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.72KNew |
$110K - $136K
|
6.72K
$190K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
98New |
$1.61K - $1.98K
|
98
$2.77K
|
|