Purchases and Sales Made in Q2 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 Q2 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 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
77.5K+ 2125.16% |
$1.46M - $1.65M
|
81.2K
$2.24M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27.4KNew |
$517K - $585K
|
27.4K
$756K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.8KNew |
$393K - $444K
|
20.8K
$575K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.7K+ 116.13% |
$278K - $314K
|
27.4K
$757K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$238K - $270K
|
12.6K
$349K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9.87KNew |
$186K - $211K
|
9.87K
$272K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.48KNew |
$103K - $117K
|
5.48K
$151K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.1K+ 12.11% |
$58.4K - $66.1K
|
28.7K
$791K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.54K+ 5.77% |
$29K - $32.9K
|
28.3K
$780K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.06KNew |
$20K - $22.7K
|
1.06K
$29.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
578+ 3.13% |
$10.9K - $12.3K
|
19K
$525K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
384New |
$7.23K - $8.19K
|
384
$10.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
356+ 1.04% |
$6.71K - $7.59K
|
34.6K
$953K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13+ 0.02% |
$245 - $277
|
68.2K
$1.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-170- 3.06% |
$3.2K - $3.63K
|
5.38K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-350- 1.55% |
$6.59K - $7.47K
|
22.3K
$615K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-430- 1.17% |
$8.1K - $9.17K
|
36.3K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-500- 62.5% |
$9.42K - $10.7K
|
300
$8.28K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-500- 2.87% |
$9.42K - $10.7K
|
16.9K
$466K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-543- 3.23% |
$10.2K - $11.6K
|
16.3K
$449K
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-580- 2.88% |
$10.9K - $12.4K
|
19.6K
$540K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-745- 11.52% |
$14K - $15.9K
|
5.72K
$158K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.5K- 4.08% |
$28.3K - $32K
|
35.3K
$973K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.51K- 10.55% |
$28.4K - $32.1K
|
12.8K
$353K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7.55K- 9.71% |
$142K - $161K
|
70.2K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.58K- 28.99% |
$162K - $183K
|
21K
$580K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.16K- 2.22% |
$173K - $195K
|
403K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.5K- 8.92% |
$312K - $353K
|
169K
$4.66M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-36.5K- 35.82% |
$688K - $779K
|
65.4K
$1.81M
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-84.6K- 63.25% |
$1.59M - $1.8M
|
49.1K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-95.2K- 51.16% |
$1.79M - $2.03M
|
90.9K
$2.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-114K- 64.0% |
$2.14M - $2.42M
|
63.8K
$1.76M
|