Institutional Ownership 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). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 3.11 Million shares, which have been reported (via 13F filing form) to have a value of $96.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
11,754
shares
|
$365,784
0.0% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
11,440
shares
|
$356,012
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,225
shares
|
$349,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
10,961
shares
|
$341,106
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,776
shares
|
$335,349
0.04% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
9,184
shares
|
$285,806
0.05% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
8,181
shares
|
$254,592
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
8,135
shares
|
$253,161
0.1% of portfolio
|
Q3 2025
Added 12.01%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
7,633
shares
|
$237,538
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,463
shares
|
$232,248
0.0% of portfolio
|
Q2 2025
Reduced 27.71%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,400
shares
|
$230,288
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
6,835
shares
|
$212,705
0.09% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
6,599
shares
|
$205,360
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
6,476
shares
|
$201,533
0.01% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,330
shares
|
$196,989
0.0% of portfolio
|
Q2 2025
Added 25.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,735
shares
|
$147,353
0.0% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,700
shares
|
$146,264
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,975
shares
|
$123,702
0.0% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,975
shares
|
$123,702
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,716
shares
|
$115,641
0.0% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
3,200
shares
|
$99,584
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,721
shares
|
$53,557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,443
shares
|
$44,906
0.0% of portfolio
|
Q3 2024
Added 73.86%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
1,265
shares
|
$39,366
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
850
shares
|
$26,452
0.0% of portfolio
|
Q1 2025
New holding
|