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 61 institutions that hold shares in the stock, with a total of 2.33 Million shares, which have been reported (via 13F filing form) to have a value of $63.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
22,105
shares
|
$599,929
0.01% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
21,100
shares
|
$572,654
0.0% of portfolio
|
Q3 2024
Added 111.0%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
20,070
shares
|
$544,699
0.1% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
19,118
shares
|
$518,862
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
16,610
shares
|
$450,795
0.06% of portfolio
|
Q4 2022
Added 12.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,741
shares
|
$427,210
0.0% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
14,832
shares
|
$402,540
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
13,773
shares
|
$373,799
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
13,333
shares
|
$361,857
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
12,317
shares
|
$334,283
0.0% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
12,203
shares
|
$331,189
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
12,054
shares
|
$327,145
0.02% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
11,390
shares
|
$309,124
0.1% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
11,095
shares
|
$301,118
0.01% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,895
shares
|
$295,690
0.0% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,776
shares
|
$292,460
0.06% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
9,937
shares
|
$269,690
0.0% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,535
shares
|
$231,639
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
8,511
shares
|
$230,988
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
8,342
shares
|
$226,401
0.1% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
8,093
shares
|
$219,644
0.05% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
7,760
shares
|
$210,606
0.02% of portfolio
|
Q3 2024
Reduced 62.57%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,400
shares
|
$200,836
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
7,095
shares
|
$192,558
0.01% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,727
shares
|
$155,430
0.02% of portfolio
|
Q3 2024
Added 65.71%
|