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 70 institutions that hold shares in the stock, with a total of 2.98 Million shares, which have been reported (via 13F filing form) to have a value of $84.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
24,190
shares
|
$682,641
0.0% of portfolio
|
Q4 2024
Reduced 31.17%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
22,835
shares
|
$644,403
0.28% of portfolio
|
Q3 2023
Added 40.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
22,105
shares
|
$623,803
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
|
$595,442
0.0% of portfolio
|
Q3 2024
Added 111.0%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
20,070
shares
|
$566,375
0.08% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
19,986
shares
|
$564,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
19,118
shares
|
$539,509
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
18,100
shares
|
$510,782
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
16,251
shares
|
$458,603
0.05% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
16,243
shares
|
$458,377
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
16,135
shares
|
$455,329
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,741
shares
|
$444,211
0.0% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
13,787
shares
|
$389,069
0.0% of portfolio
|
Q4 2024
Added 38.74%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
13,773
shares
|
$388,674
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
13,333
shares
|
$376,257
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
13,305
shares
|
$375,467
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
12,247
shares
|
$345,610
0.0% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
12,203
shares
|
$344,368
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
12,054
shares
|
$340,163
0.02% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
11,918
shares
|
$336,325
0.03% of portfolio
|
Q4 2024
Added 40.03%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
11,390
shares
|
$321,425
0.1% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,225
shares
|
$316,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
10,872
shares
|
$306,807
0.0% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
10,776
shares
|
$304,098
0.05% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
9,442
shares
|
$266,453
0.1% of portfolio
|
Q2 2024
New holding
|