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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
6,250
shares
|
$259,000
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
6,181
shares
|
$256,140
0.0% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
6,026
shares
|
$249,717
0.13% of portfolio
|
Q3 2024
Reduced 72.69%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,533
shares
|
$229,287
0.01% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
5,364
shares
|
$222,284
0.21% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
5,362
shares
|
$222,201
0.04% of portfolio
|
Q2 2024
Added 51.43%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
5,210
shares
|
$215,902
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,084
shares
|
$210,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,228
shares
|
$133,768
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,047
shares
|
$126,267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,613
shares
|
$108,282
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,392
shares
|
$99,124
0.12% of portfolio
|
Q3 2022
Added 19.48%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,802
shares
|
$74,674
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
1,450
shares
|
$60,088
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,245
shares
|
$51,592
0.02% of portfolio
|
Q2 2024
Reduced 21.45%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,215
shares
|
$50,349
0.02% of portfolio
|
Q4 2024
Reduced 53.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,093
shares
|
$45,293
0.0% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
678
shares
|
$28,096
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
635
shares
|
$26,314
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
528
shares
|
$21,880
0.0% of portfolio
|
Q3 2024
Reduced 84.45%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
375
shares
|
$15,540
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
368
shares
|
$15,249
0.01% of portfolio
|
Q2 2024
New holding
|