Purchases and Sales Made in Q1 2023 in First Tr ETF Fd Viii Cboe Vest (QSPT)
This table provides information about the institutional ownership of First Tr ETF Fd Viii Cboe Vest (QSPT) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF FD VIII CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
102KNew |
$1.67M - $1.97M
|
102K
$2.81M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.9K+ 66.26% |
$1.21M - $1.42M
|
185K
$5.12M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
55.7K+ 519.83% |
$915K - $1.07M
|
66.4K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
34.2KNew |
$562K - $659K
|
34.2K
$943K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.7KNew |
$439K - $515K
|
26.7K
$737K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
23.3KNew |
$383K - $450K
|
23.3K
$644K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 11.25% |
$309K - $363K
|
186K
$5.14M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.1K+ 71.35% |
$231K - $271K
|
33.7K
$931K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.7KNew |
$208K - $245K
|
12.7K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 22.47% |
$206K - $241K
|
68.2K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.8KNew |
$178K - $209K
|
10.8K
$298K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.8K+ 4.6% |
$128K - $150K
|
177K
$4.89M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.47KNew |
$106K - $125K
|
6.47K
$178K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4K+ 27.66% |
$65.7K - $77.1K
|
18.5K
$509K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.45KNew |
$56.7K - $66.6K
|
3.45K
$95.3K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.43K+ 199.26% |
$39.9K - $46.8K
|
3.65K
$101K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.85K+ 0.45% |
$30.3K - $35.6K
|
412K
$11.4M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.47KNew |
$24.1K - $28.3K
|
1.47K
$40.5K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
725+ 4.35% |
$11.9K - $14K
|
17.4K
$480K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
618+ 12.54% |
$10.2K - $11.9K
|
5.55K
$153K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
355+ 0.98% |
$5.83K - $6.84K
|
36.7K
$1.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
240+ 2.15% |
$3.94K - $4.63K
|
11.4K
$315K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-45- 0.12% |
$739 - $868
|
36.8K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10K- 12.37% |
$165K - $193K
|
71K
$1.96M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-18K- 11.87% |
$296K - $347K
|
134K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18.1K- 44.47% |
$298K - $349K
|
22.6K
$624K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25K- 45.76% |
$410K - $481K
|
29.6K
$817K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.6K- 71.47% |
$503K - $591K
|
12.2K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-93.9K- 78.58% |
$1.54M - $1.81M
|
25.6K
$706K
|