Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
382KNew |
$11.3M - $11.9M
|
382K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
153K+ 42.52% |
$4.52M - $4.76M
|
514K
$16M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
75.1K+ 202.99% |
$2.21M - $2.34M
|
112K
$3.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
74.7KNew |
$2.2M - $2.32M
|
74.7K
$2.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.2K+ 23.48% |
$1.42M - $1.5M
|
253K
$7.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.3K+ 15.4% |
$1.04M - $1.1M
|
265K
$8.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3K+ 141.08% |
$804K - $848K
|
46.6K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.6K+ 20.0% |
$577K - $609K
|
118K
$3.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
19KNew |
$558K - $589K
|
19K
$590K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.9KNew |
$438K - $462K
|
14.9K
$463K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14.6K+ 132.81% |
$429K - $452K
|
25.5K
$795K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
14.2KNew |
$419K - $442K
|
14.2K
$443K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.3KNew |
$363K - $383K
|
12.3K
$384K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 11.83% |
$346K - $365K
|
111K
$3.46M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.3KNew |
$303K - $320K
|
10.3K
$320K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.83KNew |
$260K - $275K
|
8.83K
$275K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
8.05KNew |
$237K - $250K
|
8.05K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.72K+ 7.33% |
$198K - $209K
|
98.4K
$3.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.6KNew |
$194K - $205K
|
6.6K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
6.53KNew |
$192K - $203K
|
6.53K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.68K+ 1256.19% |
$167K - $176K
|
6.13K
$191K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.15K+ 17.6% |
$122K - $129K
|
27.7K
$863K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.87K+ 31.03% |
$114K - $120K
|
16.3K
$509K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.25K+ 5.94% |
$95.7K - $101K
|
58K
$1.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
3.25K+ 42.51% |
$95.6K - $101K
|
10.9K
$339K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.22K+ 443.25% |
$94.8K - $100K
|
3.94K
$123K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.9K+ 168.39% |
$85.4K - $90.1K
|
4.62K
$144K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.03K+ 2.03% |
$59.8K - $63.1K
|
102K
$3.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.95K+ 2.6% |
$57.3K - $60.5K
|
76.9K
$2.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.94KNew |
$57.2K - $60.3K
|
1.94K
$60.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.2KNew |
$35.4K - $37.3K
|
1.2K
$37.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.15K+ 14.06% |
$33.9K - $35.7K
|
9.33K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
910+ 63.06% |
$26.8K - $28.3K
|
2.35K
$73.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
872+ 12.01% |
$25.7K - $27.1K
|
8.14K
$253K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
750+ 1.41% |
$22.1K - $23.3K
|
53.9K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
525+ 11.09% |
$15.5K - $16.3K
|
5.26K
$164K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
478+ 2.83% |
$14.1K - $14.9K
|
17.4K
$541K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
412+ 1.36% |
$12.1K - $12.8K
|
30.7K
$955K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
404+ 6.24% |
$11.9K - $12.6K
|
6.88K
$214K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
312+ 2.56% |
$9.19K - $9.7K
|
12.5K
$389K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
238+ 1.45% |
$7.01K - $7.4K
|
16.6K
$518K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
179+ 0.6% |
$5.27K - $5.56K
|
30K
$935K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-54- 1.15% |
$1.59K - $1.68K
|
4.65K
$145K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-59- 0.17% |
$1.74K - $1.83K
|
35.1K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-75- 0.27% |
$2.21K - $2.33K
|
27.4K
$854K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-300- 1.63% |
$8.84K - $9.32K
|
18.1K
$564K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-575- 1.72% |
$16.9K - $17.9K
|
32.8K
$1.02M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.11K- 5.26% |
$32.6K - $34.3K
|
19.9K
$620K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-1.23K- 5.38% |
$36.2K - $38.2K
|
21.6K
$673K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.39K- 34.97% |
$40.9K - $43.2K
|
2.59K
$80.5K
|
|