Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
128K+ 587.93% |
$3.2M - $3.43M
|
150K
$4.13M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.3K+ 35.23% |
$1.33M - $1.43M
|
205K
$5.64M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.8K+ 269.63% |
$1.07M - $1.15M
|
58.6K
$1.62M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.7K+ 20.3% |
$1.05M - $1.12M
|
247K
$6.83M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.9K+ 71.36% |
$1M - $1.07M
|
95.9K
$2.64M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.2K+ 15.76% |
$857K - $919K
|
252K
$6.94M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
19.1KNew |
$479K - $513K
|
19.1K
$527K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8KNew |
$345K - $370K
|
13.8K
$380K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
12.2KNew |
$306K - $327K
|
12.2K
$337K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.2KNew |
$281K - $301K
|
11.2K
$310K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.1K+ 111.0% |
$278K - $298K
|
21.1K
$582K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 13.57% |
$253K - $271K
|
84.7K
$2.34M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.8K+ 21.95% |
$220K - $236K
|
48.9K
$1.35M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.51KNew |
$213K - $228K
|
8.51K
$235K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.45K+ 7.27% |
$212K - $227K
|
125K
$3.44M
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.31K+ 29.91% |
$158K - $169K
|
27.4K
$756K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.97K+ 3.39% |
$74.4K - $79.7K
|
90.7K
$2.5M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.39K+ 6.5% |
$59.7K - $64K
|
39.1K
$1.08M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.27K+ 65.71% |
$56.9K - $60.9K
|
5.73K
$158K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.17K+ 25.19% |
$54.3K - $58.2K
|
10.8K
$297K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
870+ 9.6% |
$21.8K - $23.3K
|
9.94K
$274K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
748New |
$18.7K - $20.1K
|
748
$20.6K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
613+ 73.86% |
$15.3K - $16.4K
|
1.44K
$39.8K
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
578+ 5.35% |
$14.5K - $15.5K
|
11.4K
$314K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
334+ 0.99% |
$8.36K - $8.96K
|
33.9K
$936K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
90+ 0.18% |
$2.25K - $2.41K
|
50.2K
$1.38M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39+ 5.63% |
$977 - $1.05K
|
732
$20.2K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
15+ 2.8% |
$376 - $402
|
550
$15.2K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9- 0.11% |
$225 - $241
|
8.54K
$235K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-105- 1.24% |
$2.63K - $2.82K
|
8.34K
$230K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-205- 0.73% |
$5.13K - $5.5K
|
28K
$772K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-250- 0.72% |
$6.26K - $6.71K
|
34.6K
$953K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-485- 3.51% |
$12.1K - $13K
|
13.3K
$368K
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-580- 2.81% |
$14.5K - $15.6K
|
20.1K
$554K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-582- 4.61% |
$14.6K - $15.6K
|
12.1K
$333K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-629- 23.03% |
$15.8K - $16.9K
|
2.1K
$58K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-725- 0.7% |
$18.2K - $19.5K
|
103K
$2.85M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.02K- 4.41% |
$25.6K - $27.4K
|
22.1K
$610K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.3K- 10.65% |
$32.5K - $34.9K
|
10.9K
$301K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.38K- 10.1% |
$34.7K - $37.1K
|
12.3K
$340K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.78K- 18.03% |
$44.6K - $47.8K
|
8.09K
$223K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.93K- 10.9% |
$48.2K - $51.6K
|
15.7K
$434K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.08K- 22.68% |
$52.1K - $55.8K
|
7.1K
$196K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.33K- 4.14% |
$58.4K - $62.5K
|
53.9K
$1.49M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.59K- 4.79% |
$64.8K - $69.4K
|
51.5K
$1.42M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.87K- 18.3% |
$197K - $211K
|
35.1K
$970K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-13K- 62.57% |
$325K - $348K
|
7.76K
$214K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.6K- 35.41% |
$567K - $607K
|
41.3K
$1.14M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-374K- 99.8% |
$9.37M - $10M
|
732
$20.2K
|