Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.4K+ 18.94% |
$1.39M - $1.7M
|
361K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.6K+ 23.04% |
$450K - $550K
|
99.2K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.65K+ 14.27% |
$209K - $256K
|
69.3K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
7.63KNew |
$185K - $226K
|
7.63K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.97K+ 53.79% |
$169K - $206K
|
19.9K
$605K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.33K+ 4.63% |
$105K - $128K
|
98K
$2.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.96K+ 5.95% |
$71.7K - $87.6K
|
52.7K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.16K+ 4.23% |
$52.2K - $63.8K
|
53.1K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.3K+ 25.92% |
$31.5K - $38.5K
|
6.33K
$192K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.3K+ 8.6% |
$31.5K - $38.5K
|
16.4K
$499K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
807+ 0.8% |
$19.5K - $23.9K
|
102K
$3.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
733+ 12.01% |
$17.7K - $21.7K
|
6.84K
$208K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
180+ 0.9% |
$4.36K - $5.32K
|
20.3K
$615K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 0.68% |
$121 - $148
|
726
$22.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-52- 0.06% |
$1.26K - $1.54K
|
89.6K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-85- 0.72% |
$2.06K - $2.51K
|
11.8K
$357K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 2.07% |
$2.42K - $2.96K
|
4.74K
$144K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-130- 0.39% |
$3.15K - $3.85K
|
33.4K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-166- 0.55% |
$4.02K - $4.91K
|
30.3K
$919K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-228- 2.42% |
$5.52K - $6.74K
|
9.18K
$279K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-326- 0.92% |
$7.89K - $9.64K
|
35.1K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-478- 11.4% |
$11.6K - $14.1K
|
3.72K
$113K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-493- 6.36% |
$11.9K - $14.6K
|
7.26K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-585- 1.56% |
$14.2K - $17.3K
|
37K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-600- 3.69% |
$14.5K - $17.7K
|
15.6K
$475K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-664- 9.3% |
$16.1K - $19.6K
|
6.48K
$197K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.6K- 11.61% |
$38.7K - $47.3K
|
12.2K
$370K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.68K- 5.32% |
$40.6K - $49.7K
|
29.9K
$907K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.02K- 3.02% |
$48.8K - $59.7K
|
64.7K
$1.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.86K- 27.71% |
$69.3K - $84.6K
|
7.46K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.83K- 10.35% |
$92.6K - $113K
|
33.1K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.4K- 23.91% |
$179K - $219K
|
23.6K
$716K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.41K- 15.29% |
$204K - $249K
|
46.6K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.9K- 5.32% |
$312K - $381K
|
229K
$6.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-13.9K- 52.7% |
$336K - $411K
|
12.5K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.2K- 42.38% |
$416K - $509K
|
23.4K
$710K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.3K- 7.83% |
$637K - $778K
|
310K
$9.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.9K- 31.86% |
$1.04M - $1.27M
|
91.7K
$2.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-183K- 67.19% |
$4.43M - $5.41M
|
89.4K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-411K- 95.14% |
$9.95M - $12.2M
|
21K
$638K
|