Institutional Ownership First Tr Ex Tr Viii Cboe Vest (DMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Cboe Vest (DMAR). We have compiled data on the 110 institutions that hold shares in the stock, with a total of 2.99 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
238,549
shares
|
$9.78 Million
3.66% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
207,867
shares
|
$8.52 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
189,851
shares
|
$7.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
179,018
shares
|
$7.34 Million
2.15% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
121,003
shares
|
$4.96 Million
1.7% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,657
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
101,657
shares
|
$4.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
98,542
shares
|
$4.04 Million
0.0% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
94,420
shares
|
$3.87 Million
3.09% of portfolio
|
Q1 2025
Added 25.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
91,231
shares
|
$3.74 Million
0.0% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
86,820
shares
|
$3.56 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
82,774
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
64,889
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.68%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
59,206
shares
|
$2.43 Million
0.18% of portfolio
|
Q3 2025
Added 42.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
52,849
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2025
Added 87.4%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
48,762
shares
|
$2 Million
0.41% of portfolio
|
Q2 2025
Reduced 39.73%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
42,968
shares
|
$1.76 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
41,923
shares
|
$1.72 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
38,126
shares
|
$1.56 Million
0.41% of portfolio
|
Q2 2025
Added 109.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
36,112
shares
|
$1.48 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
35,371
shares
|
$1.45 Million
0.77% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
34,654
shares
|
$1.42 Million
0.7% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
34,411
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2021
Added 30.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,024
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 69.58%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
32,873
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|