Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.8KNew |
$358K - $386K
|
14.8K
$409K
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9.44KNew |
$228K - $246K
|
9.44K
$261K
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5.76K+ 37.62% |
$139K - $150K
|
21.1K
$582K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.83K+ 11.55% |
$92.4K - $99.6K
|
37K
$1.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
3.2KNew |
$77.3K - $83.3K
|
3.2K
$88.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.94K+ 3.57% |
$46.8K - $50.4K
|
56.3K
$1.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.9K+ 8.95% |
$45.9K - $49.4K
|
23.1K
$638K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
830New |
$20K - $21.6K
|
830
$22.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
693New |
$16.7K - $18K
|
693
$19.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
484+ 0.76% |
$11.7K - $12.6K
|
63.9K
$1.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
460+ 1.87% |
$11.1K - $12K
|
25.1K
$692K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
120+ 1.41% |
$2.9K - $3.12K
|
8.61K
$237K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53+ 0.39% |
$1.28K - $1.38K
|
13.7K
$378K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
43+ 0.39% |
$1.04K - $1.12K
|
11.1K
$306K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5- 0.01% |
$121 - $130
|
87.7K
$2.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-21- 0.05% |
$507 - $546
|
39.3K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-25- 0.07% |
$604 - $651
|
34.8K
$960K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45- 0.37% |
$1.09K - $1.17K
|
12.2K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-110- 0.3% |
$2.66K - $2.86K
|
36.7K
$1.01M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-110- 1.29% |
$2.66K - $2.86K
|
8.45K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-129- 0.72% |
$3.12K - $3.36K
|
17.7K
$487K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-150- 1.63% |
$3.62K - $3.9K
|
9.07K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-206- 0.41% |
$4.97K - $5.36K
|
50.1K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-305- 30.62% |
$7.37K - $7.94K
|
691
$19.1K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-329- 1.56% |
$7.95K - $8.56K
|
20.7K
$572K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-405- 3.11% |
$9.78K - $10.5K
|
12.6K
$349K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-488- 1.43% |
$11.8K - $12.7K
|
33.6K
$927K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-998- 6.74% |
$24.1K - $26K
|
13.8K
$381K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.35K- 1.28% |
$32.6K - $35.2K
|
104K
$2.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.27K- 39.65% |
$54.8K - $59.1K
|
3.46K
$95.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-2.28K- 9.92% |
$54.9K - $59.2K
|
20.7K
$570K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.66K- 3.45% |
$64.3K - $69.3K
|
74.6K
$2.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.45K- 1.17% |
$107K - $116K
|
375K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.9K- 10.89% |
$118K - $127K
|
40.1K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.65K- 36.93% |
$137K - $147K
|
9.65K
$266K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.89K- 11.3% |
$166K - $179K
|
54.1K
$1.49M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.19K- 17.6% |
$222K - $239K
|
43K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.7K- 16.02% |
$258K - $278K
|
55.9K
$1.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.2K- 8.78% |
$270K - $291K
|
116K
$3.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22.9K- 72.79% |
$552K - $595K
|
8.54K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42K- 16.19% |
$1.01M - $1.09M
|
217K
$5.99M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-65.8K- 84.27% |
$1.59M - $1.71M
|
12.3K
$339K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-116K- 84.18% |
$2.8M - $3.01M
|
21.8K
$600K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-148K- 41.83% |
$3.57M - $3.85M
|
206K
$5.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-167K- 91.34% |
$4.04M - $4.35M
|
15.9K
$438K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-492K- 76.5% |
$11.9M - $12.8M
|
151K
$4.17M
|