Institutional Ownership First Tr Ex Tr Fd Viii Cboe Ve (DMAY)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Cboe Ve (DMAY). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 2.86 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
591,903
shares
|
$24.5 Million
7.67% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
304,085
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.85%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
217,229
shares
|
$9 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,356
shares
|
$8.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
160,471
shares
|
$6.65 Million
2.13% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
148,816
shares
|
$6.17 Million
2.59% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
121,993
shares
|
$5.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
89,328
shares
|
$3.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
87,985
shares
|
$3.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 66.97%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
73,016
shares
|
$3.03 Million
0.4% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
61,313
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 40.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
55,707
shares
|
$2.31 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
54,208
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 81.12%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
47,737
shares
|
$1.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
38,178
shares
|
$1.58 Million
0.94% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
32,219
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2024
Reduced 42.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,230
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
28,841
shares
|
$1.2 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
25,036
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
24,491
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
24,215
shares
|
$1 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
22,026
shares
|
$912,757
0.21% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,825
shares
|
$904,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
19,918
shares
|
$825,401
0.0% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
19,715
shares
|
$816,989
0.31% of portfolio
|
Q2 2024
New holding
|