Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
352KNew |
$5.72M - $6.28M
|
352K
$9.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
305K+ 291.26% |
$4.96M - $5.44M
|
410K
$11.3M
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
152KNew |
$2.46M - $2.71M
|
152K
$4.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
81.1KNew |
$1.32M - $1.45M
|
81.1K
$2.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
77.7KNew |
$1.26M - $1.39M
|
77.7K
$2.14M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
70.9KNew |
$1.15M - $1.27M
|
70.9K
$1.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
69.6K+ 69.56% |
$1.13M - $1.24M
|
170K
$4.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.5K+ 61.21% |
$1.03M - $1.13M
|
167K
$4.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.2K+ 97.97% |
$897K - $985K
|
112K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.3KNew |
$590K - $648K
|
36.3K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.9KNew |
$584K - $641K
|
35.9K
$991K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.3K+ 175.37% |
$444K - $487K
|
42.9K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.2K+ 82.73% |
$410K - $450K
|
55.7K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.5KNew |
$399K - $438K
|
24.5K
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
23.5KNew |
$382K - $419K
|
23.5K
$649K
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
BUY
|
- |
16.8KNew |
$273K - $300K
|
16.8K
$464K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5KNew |
$235K - $258K
|
14.5K
$399K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.4K+ 54.43% |
$233K - $256K
|
40.8K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.2KNew |
$181K - $199K
|
11.2K
$308K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
10K+ 35.32% |
$163K - $179K
|
38.4K
$1.06M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.19K+ 87.53% |
$149K - $164K
|
19.7K
$543K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.11K+ 32.76% |
$99.3K - $109K
|
24.8K
$683K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.93KNew |
$80.1K - $87.9K
|
4.93K
$136K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.16K+ 575.23% |
$51.3K - $56.3K
|
3.71K
$102K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.91K+ 58.08% |
$47.2K - $51.8K
|
7.91K
$218K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.86K+ 5.53% |
$46.5K - $51K
|
54.6K
$1.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 12.14% |
$29.2K - $32.1K
|
16.6K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.22KNew |
$19.8K - $21.7K
|
1.22K
$33.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
825+ 5.2% |
$13.4K - $14.7K
|
16.7K
$460K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
226New |
$3.67K - $4.03K
|
226
$6.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
167New |
$2.71K - $2.98K
|
167
$4.61K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-517- 3.49% |
$8.4K - $9.22K
|
14.3K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.04K- 8.83% |
$16.9K - $18.5K
|
10.7K
$296K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.73K- 4.49% |
$28.1K - $30.9K
|
36.8K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-7.62K- 56.93% |
$124K - $136K
|
5.77K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-22.1K- 15.63% |
$360K - $395K
|
119K
$3.3M
|