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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
27+ 1.0% |
$570 - $644
|
2.73K
$75.3K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
22+ 0.1% |
$465 - $525
|
21.1K
$581K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14+ 0.14% |
$296 - $334
|
9.73K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5- 0.01% |
$106 - $119
|
34.8K
$961K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-249- 0.72% |
$5.26K - $5.94K
|
34.3K
$946K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.32K- 18.84% |
$49K - $55.3K
|
9.98K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.2K- 11.0% |
$257K - $291K
|
98.7K
$2.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-39.8KClosed |
$840K - $948K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72.6K- 18.13% |
$1.53M - $1.73M
|
328K
$9.04M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-123K- 93.07% |
$2.6M - $2.94M
|
9.17K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-163K- 92.59% |
$3.44M - $3.89M
|
13K
$360K
|