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 73 institutions that hold shares in the stock, with a total of 3.35 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
19,715
shares
|
$817,975
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
18,991
shares
|
$787,936
0.07% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
18,379
shares
|
$762,544
0.38% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,299
shares
|
$759,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
16,565
shares
|
$687,281
0.07% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
15,592
shares
|
$646,912
0.02% of portfolio
|
Q4 2024
Reduced 13.32%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
14,025
shares
|
$581,897
0.01% of portfolio
|
Q3 2024
Added 17.81%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
13,936
shares
|
$578,204
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
13,308
shares
|
$552,148
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
13,131
shares
|
$544,805
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
12,525
shares
|
$519,662
0.12% of portfolio
|
Q2 2023
Reduced 11.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
11,270
shares
|
$467,592
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,879
shares
|
$451,369
0.0% of portfolio
|
Q3 2024
Reduced 21.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,843
shares
|
$449,876
0.01% of portfolio
|
Q2 2021
Added 63.45%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
10,813
shares
|
$448,631
0.05% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
10,744
shares
|
$445,768
0.0% of portfolio
|
Q3 2024
Reduced 33.23%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
9,500
shares
|
$394,155
0.02% of portfolio
|
Q2 2024
Reduced 18.64%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
9,407
shares
|
$390,296
0.15% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
9,205
shares
|
$381,915
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
9,153
shares
|
$379,757
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
8,737
shares
|
$362,498
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,108
shares
|
$336,400
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8,108
shares
|
$336,400
0.01% of portfolio
|
Q3 2024
Added 70.62%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,912
shares
|
$328,268
0.0% of portfolio
|
Q3 2024
Reduced 38.51%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,886
shares
|
$327,190
0.03% of portfolio
|
Q3 2024
Reduced 3.07%
|