Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
414K+ 2373.09% |
$11M - $11.9M
|
432K
$12.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
264KNew |
$6.99M - $7.56M
|
264K
$7.51M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
207K+ 161.1% |
$5.48M - $5.93M
|
336K
$9.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
191K+ 236.46% |
$5.06M - $5.48M
|
272K
$7.74M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
45.5K+ 130.49% |
$1.2M - $1.3M
|
80.3K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
37.6KNew |
$994K - $1.08M
|
37.6K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.3K+ 93.71% |
$775K - $839K
|
60.6K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.2K+ 242.68% |
$640K - $693K
|
34.2K
$972K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.3K+ 40.62% |
$616K - $667K
|
80.7K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
19K+ 158.84% |
$502K - $543K
|
30.9K
$879K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3K+ 66.98% |
$431K - $466K
|
40.6K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15.8KNew |
$418K - $452K
|
15.8K
$449K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.7K+ 33.29% |
$363K - $393K
|
55K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 16.62% |
$353K - $382K
|
93.6K
$2.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6KNew |
$307K - $332K
|
11.6K
$329K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11KNew |
$290K - $314K
|
11K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.7K+ 4.6% |
$282K - $305K
|
242K
$6.89M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
10.6K+ 66.89% |
$279K - $302K
|
26.4K
$749K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
6.78K+ 28.01% |
$179K - $194K
|
31K
$880K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
6.1KNew |
$161K - $175K
|
6.1K
$173K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.03KNew |
$133K - $144K
|
5.03K
$143K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.1K+ 2.35% |
$81.9K - $88.6K
|
135K
$3.83M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.92K+ 6.49% |
$50.9K - $55K
|
31.5K
$896K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.72KNew |
$45.5K - $49.3K
|
1.72K
$48.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
850New |
$22.5K - $24.3K
|
850
$24.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
423+ 22.99% |
$11.2K - $12.1K
|
2.26K
$64.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 0.3% |
$3.97K - $4.29K
|
50.9K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
101+ 0.29% |
$2.67K - $2.89K
|
35.4K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
45+ 0.63% |
$1.19K - $1.29K
|
7.14K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.14% |
$26.5 - $28.6
|
731
$20.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-29- 0.04% |
$767 - $830
|
66.7K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-30- 0.32% |
$794 - $859
|
9.41K
$268K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-38- 0.5% |
$1.01K - $1.09K
|
7.56K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-80- 1.87% |
$2.12K - $2.29K
|
4.19K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-90- 0.18% |
$2.38K - $2.58K
|
49.8K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-247- 33.74% |
$6.53K - $7.07K
|
485
$13.8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-350- 2.63% |
$9.26K - $10K
|
13K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-405- 1.19% |
$10.7K - $11.6K
|
33.5K
$952K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-565- 3.07% |
$14.9K - $16.2K
|
17.8K
$507K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-586- 7.02% |
$15.5K - $16.8K
|
7.76K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-600- 3.72% |
$15.9K - $17.2K
|
15.5K
$442K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-647- 0.63% |
$17.1K - $18.5K
|
101K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-858- 1.06% |
$22.7K - $24.6K
|
79.9K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.05K- 1.16% |
$27.7K - $30K
|
89.6K
$2.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.35K- 9.76% |
$35.6K - $38.5K
|
12.4K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.43K- 11.73% |
$37.9K - $41K
|
10.8K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.04K- 29.7% |
$54K - $58.5K
|
4.84K
$137K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.3K- 7.29% |
$114K - $123K
|
54.7K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.49K- 1.46% |
$119K - $129K
|
303K
$8.62M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.66K- 48.34% |
$256K - $277K
|
10.3K
$294K
|