Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
376KNew |
$7.94M - $8.96M
|
376K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
154K+ 940.94% |
$3.26M - $3.68M
|
171K
$4.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
91.3K+ 27.79% |
$1.93M - $2.18M
|
420K
$11.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
68.2KNew |
$1.44M - $1.63M
|
68.2K
$1.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
57.2K+ 282.33% |
$1.21M - $1.36M
|
77.5K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.7K+ 51.41% |
$1.2M - $1.35M
|
167K
$4.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.8K+ 154.27% |
$1.03M - $1.16M
|
80.4K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
33.6K+ 313.52% |
$709K - $801K
|
44.3K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31.1K+ 91.96% |
$657K - $742K
|
65K
$1.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
30.3KNew |
$641K - $724K
|
30.3K
$837K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29.9KNew |
$631K - $712K
|
29.9K
$824K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.5KNew |
$580K - $655K
|
27.5K
$758K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
27.1KNew |
$572K - $646K
|
27.1K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.3K+ 120.75% |
$535K - $604K
|
46.3K
$1.28M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
20.9K+ 32.47% |
$441K - $498K
|
85.2K
$2.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
20.8K+ 30.76% |
$439K - $496K
|
88.3K
$2.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.2K+ 17.49% |
$427K - $483K
|
136K
$3.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
19.5K+ 122.59% |
$412K - $465K
|
35.4K
$977K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19KNew |
$401K - $453K
|
19K
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
17.6KNew |
$372K - $420K
|
17.6K
$486K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.1KNew |
$299K - $337K
|
14.1K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.1K+ 39.02% |
$297K - $335K
|
50.1K
$1.38M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10K+ 44.19% |
$211K - $239K
|
32.7K
$901K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.59KNew |
$203K - $229K
|
9.59K
$265K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.45KNew |
$199K - $225K
|
9.45K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.19KNew |
$194K - $219K
|
9.19K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.18KNew |
$194K - $219K
|
9.18K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.64KNew |
$183K - $206K
|
8.64K
$238K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.6KNew |
$182K - $205K
|
8.6K
$237K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.49KNew |
$179K - $203K
|
8.49K
$234K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
8.43KNew |
$178K - $201K
|
8.43K
$233K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.36K+ 202.67% |
$156K - $176K
|
11K
$303K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.05KNew |
$107K - $120K
|
5.05K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.87K+ 10.71% |
$103K - $116K
|
50.3K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.03KNew |
$85K - $96K
|
4.03K
$111K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.8K+ 8.3% |
$80.3K - $90.6K
|
49.6K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.69K+ 36.93% |
$78K - $88.1K
|
13.7K
$378K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.37K+ 17.2% |
$71.1K - $80.3K
|
22.9K
$633K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.35K+ 36.16% |
$70.7K - $79.8K
|
12.6K
$348K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.37K+ 18.51% |
$49.9K - $56.4K
|
15.1K
$418K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.36KNew |
$49.7K - $56.2K
|
2.36K
$65K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.55K+ 22.16% |
$32.8K - $37K
|
8.56K
$236K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.47K+ 97.87% |
$31K - $35K
|
2.97K
$81.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.3K+ 29.37% |
$27.5K - $31K
|
5.73K
$158K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.01K+ 5.11% |
$21.3K - $24K
|
20.7K
$571K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
895+ 0.85% |
$18.9K - $21.3K
|
106K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
750+ 2.11% |
$15.8K - $17.9K
|
36.3K
$1M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
535New |
$11.3K - $12.8K
|
535
$14.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
443New |
$9.36K - $10.6K
|
443
$12.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
55New |
$1.16K - $1.31K
|
55
$1.52K
|