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 81 institutions that hold shares in the stock, with a total of 3.84 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,225
shares
|
$330,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
10,961
shares
|
$322,911
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,776
shares
|
$317,460
0.04% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
10,771
shares
|
$317,313
0.02% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
10,324
shares
|
$304,145
0.0% of portfolio
|
Q1 2025
Reduced 48.34%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
9,412
shares
|
$277,277
0.05% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
8,181
shares
|
$241,012
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
7,558
shares
|
$222,658
0.02% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,400
shares
|
$218,004
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
7,263
shares
|
$213,967
0.09% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
7,140
shares
|
$210,344
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
6,835
shares
|
$201,359
0.09% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,027
shares
|
$148,095
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,835
shares
|
$142,439
0.0% of portfolio
|
Q1 2025
Reduced 29.7%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
4,700
shares
|
$138,462
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,194
shares
|
$123,555
0.0% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,975
shares
|
$117,103
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,975
shares
|
$117,103
0.0% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
3,200
shares
|
$94,272
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,263
shares
|
$66,667
0.01% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,721
shares
|
$50,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,443
shares
|
$42,510
0.0% of portfolio
|
Q3 2024
Added 73.86%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
1,265
shares
|
$37,266
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
850
shares
|
$25,041
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
731
shares
|
$21,535
0.0% of portfolio
|
Q1 2025
Reduced 0.14%
|