Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
581K+ 923.73% |
$13.6M - $14.5M
|
644K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
381K+ 223.0% |
$8.9M - $9.52M
|
552K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
156K+ 566.34% |
$3.64M - $3.89M
|
183K
$5.05M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
78.1KNew |
$1.83M - $1.95M
|
78.1K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.6KNew |
$575K - $615K
|
24.6K
$679K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.3K+ 43.92% |
$475K - $508K
|
66.6K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
16.8K+ 47.49% |
$393K - $420K
|
52.2K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.3KNew |
$358K - $382K
|
15.3K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.5KNew |
$316K - $338K
|
13.5K
$373K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.6K+ 145.61% |
$294K - $314K
|
21.2K
$586K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
10.8KNew |
$253K - $270K
|
10.8K
$298K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9.44KNew |
$221K - $236K
|
9.44K
$261K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.3KNew |
$217K - $232K
|
9.3K
$256K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.49KNew |
$198K - $212K
|
8.49K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.49KNew |
$198K - $212K
|
8.49K
$234K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.36KNew |
$195K - $209K
|
8.36K
$231K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.06KNew |
$188K - $201K
|
8.06K
$222K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.16K+ 67.17% |
$144K - $154K
|
15.3K
$423K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.21K+ 8.41% |
$98.4K - $105K
|
54.3K
$1.5M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.2K+ 44.48% |
$98.2K - $105K
|
13.6K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.75K+ 44.12% |
$87.5K - $93.6K
|
12.2K
$338K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.32K+ 0.88% |
$77.6K - $83K
|
379K
$10.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.6K+ 1.18% |
$37.4K - $39.9K
|
138K
$3.79M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.5KNew |
$35K - $37.5K
|
1.5K
$41.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.08K+ 3.97% |
$25.1K - $26.8K
|
28.2K
$777K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
996New |
$23.3K - $24.9K
|
996
$27.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
621+ 7.22% |
$14.5K - $15.5K
|
9.22K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
515+ 1.42% |
$12K - $12.9K
|
36.8K
$1.01M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
91+ 0.18% |
$2.13K - $2.27K
|
50.2K
$1.38M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
56+ 0.51% |
$1.31K - $1.4K
|
11.1K
$305K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
48+ 6.93% |
$1.12K - $1.2K
|
741
$20.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-22- 0.06% |
$514 - $549
|
39.3K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-120- 1.2% |
$2.8K - $3K
|
9.86K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-184- 0.54% |
$4.3K - $4.59K
|
34.1K
$941K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-268- 0.35% |
$6.26K - $6.69K
|
77.2K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-277- 0.26% |
$6.47K - $6.92K
|
105K
$2.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-603- 0.68% |
$14.1K - $15.1K
|
87.7K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1K- 3.35% |
$23.4K - $25K
|
28.9K
$796K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.2K- 6.32% |
$28.1K - $30K
|
17.8K
$491K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.27K- 3.9% |
$29.7K - $31.8K
|
31.4K
$866K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.51K- 15.51% |
$35.3K - $37.7K
|
8.22K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.69K- 26.97% |
$86.3K - $92.2K
|
10K
$276K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.83K- 10.35% |
$89.4K - $95.5K
|
33.1K
$914K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.01K- 6.18% |
$93.8K - $100K
|
61K
$1.68M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.6K- 9.27% |
$107K - $115K
|
45K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.89K- 28.43% |
$137K - $147K
|
14.8K
$409K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17K- 21.11% |
$396K - $424K
|
63.4K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31.2K- 70.55% |
$730K - $780K
|
13K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.8K- 36.26% |
$836K - $893K
|
62.9K
$1.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.8K- 23.81% |
$930K - $994K
|
127K
$3.51M
|