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 75 institutions that hold shares in the stock, with a total of 3.09 Million shares, which have been reported (via 13F filing form) to have a value of $87.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
10,776
shares
|
$305,391
0.05% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
9,442
shares
|
$267,586
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
8,941
shares
|
$253,387
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
8,342
shares
|
$236,412
0.1% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
8,181
shares
|
$231,849
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
7,760
shares
|
$219,918
0.02% of portfolio
|
Q3 2024
Reduced 62.57%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
7,536
shares
|
$213,570
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,400
shares
|
$209,716
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
7,095
shares
|
$201,072
0.01% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,878
shares
|
$194,922
0.01% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,727
shares
|
$162,303
0.02% of portfolio
|
Q3 2024
Added 65.71%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,700
shares
|
$133,198
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
4,274
shares
|
$121,125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
3,975
shares
|
$112,651
0.0% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,454
shares
|
$97,886
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
3,200
shares
|
$90,688
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,840
shares
|
$52,145
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,443
shares
|
$40,894
0.0% of portfolio
|
Q3 2024
Added 73.86%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
1,265
shares
|
$35,850
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
732
shares
|
$20,744
0.0% of portfolio
|
Q3 2024
Reduced 99.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
732
shares
|
$20,744
0.0% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
500
shares
|
$14,170
0.01% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$14,170
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
452
shares
|
$12,809
0.0% of portfolio
|
Q4 2024
Reduced 78.5%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
443
shares
|
$12,554
0.0% of portfolio
|
Q4 2023
New holding
|