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 75 institutions that hold shares in the stock, with a total of 3.11 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,664
shares
|
$261,495
0.0% of portfolio
|
Q1 2025
Reduced 39.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,426
shares
|
$252,156
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
6,250
shares
|
$245,250
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
6,026
shares
|
$236,460
0.12% of portfolio
|
Q3 2024
Reduced 72.69%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
5,940
shares
|
$233,085
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
5,802
shares
|
$227,670
0.23% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,746
shares
|
$225,473
0.0% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,545
shares
|
$217,585
0.0% of portfolio
|
Q4 2024
Reduced 69.7%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
5,435
shares
|
$213,269
0.01% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
5,401
shares
|
$211,935
0.01% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
5,362
shares
|
$210,404
0.02% of portfolio
|
Q2 2024
Added 51.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,280
shares
|
$128,707
0.0% of portfolio
|
Q1 2025
Added 19.53%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,228
shares
|
$126,666
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
2,538
shares
|
$99,591
0.0% of portfolio
|
Q4 2024
Added 75.03%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,392
shares
|
$93,862
0.12% of portfolio
|
Q3 2022
Added 19.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,318
shares
|
$90,958
0.0% of portfolio
|
Q4 2024
Added 265.04%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,742
shares
|
$68,356
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,570
shares
|
$61,606
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,245
shares
|
$48,853
0.02% of portfolio
|
Q2 2024
Reduced 21.45%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,215
shares
|
$47,676
0.02% of portfolio
|
Q4 2024
Reduced 53.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,120
shares
|
$43,948
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
750
shares
|
$29,430
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
678
shares
|
$26,604
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
528
shares
|
$20,718
0.0% of portfolio
|
Q3 2024
Reduced 84.45%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
441
shares
|
$17,304
0.0% of portfolio
|
Q1 2025
New holding
|