Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
160K+ 94.54% |
$3.39M - $3.54M
|
329K
$8.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
116KNew |
$2.46M - $2.56M
|
116K
$3.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
112K+ 175.57% |
$2.38M - $2.48M
|
176K
$4.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
105KNew |
$2.23M - $2.32M
|
105K
$2.85M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
64.3KNew |
$1.37M - $1.42M
|
64.3K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
45.8KNew |
$973K - $1.01M
|
45.8K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.6K+ 62.44% |
$905K - $944K
|
111K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
28.5K+ 168.7% |
$606K - $632K
|
45.4K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.3KNew |
$431K - $449K
|
20.3K
$550K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.7KNew |
$418K - $436K
|
19.7K
$534K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.5K+ 21.41% |
$414K - $431K
|
110K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17K+ 89.32% |
$361K - $377K
|
36K
$978K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
15.9KNew |
$338K - $352K
|
15.9K
$432K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$277K - $288K
|
13K
$353K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.3K+ 44.99% |
$262K - $273K
|
39.8K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.3KNew |
$261K - $272K
|
12.3K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2KNew |
$260K - $271K
|
12.2K
$332K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.5K+ 4638.05% |
$223K - $232K
|
10.7K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.72KNew |
$207K - $215K
|
9.72K
$264K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.26KNew |
$197K - $205K
|
9.26K
$251K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7.01KNew |
$149K - $155K
|
7.01K
$190K
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
BUY
|
- |
6.58K+ 40.46% |
$140K - $146K
|
22.8K
$620K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.83K+ 11.55% |
$81.3K - $84.7K
|
37K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.36K+ 11.89% |
$71.4K - $74.4K
|
31.6K
$858K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.7KNew |
$57.5K - $59.9K
|
2.7K
$73.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5K+ 102.18% |
$31.9K - $33.2K
|
2.97K
$80.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
902+ 2.35% |
$19.2K - $20K
|
39.3K
$1.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
380+ 1.71% |
$8.08K - $8.42K
|
22.7K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 0.3% |
$2.13K - $2.22K
|
33.8K
$918K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30- 0.09% |
$638 - $665
|
34.5K
$937K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-52- 0.25% |
$1.11K - $1.15K
|
21K
$569K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-250- 1.02% |
$5.31K - $5.54K
|
24.3K
$659K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-420- 1.19% |
$8.93K - $9.3K
|
34.8K
$945K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-740- 2.04% |
$15.7K - $16.4K
|
35.5K
$964K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.3K- 22.63% |
$27.5K - $28.7K
|
4.43K
$120K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.74K- 32.43% |
$37.1K - $38.6K
|
3.63K
$98.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.37K- 0.59% |
$50.3K - $52.5K
|
400K
$10.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.64K- 3.76% |
$56.1K - $58.4K
|
67.6K
$1.83M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.08K- 74.47% |
$86.8K - $90.4K
|
1.4K
$38K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.39K- 23.28% |
$136K - $141K
|
21K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.3K- 42.78% |
$261K - $272K
|
16.4K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-55.6K- 68.48% |
$1.18M - $1.23M
|
25.6K
$694K
|