Latest Institutional Transactions on First Tr Ex Tr Viii Cboe Vest (DMAR)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (DMAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.62K- 1.09% |
$104K - $107K
|
239K
$9.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-412- 6.52% |
$16.3K - $16.8K
|
5.9K
$242K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.2K- 11.32% |
$960K - $988K
|
190K
$7.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.97K- 24.73% |
$78K - $80.3K
|
6K
$246K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-642- 39.1% |
$25.4K - $26.2K
|
1K
$41K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8- 0.6% |
$317 - $326
|
1.32K
$53.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
192+ 3.66% |
$7.6K - $7.83K
|
5.43K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
5KNew |
$198K - $204K
|
5K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
17.7K+ 42.75% |
$702K - $723K
|
59.2K
$2.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-825- 0.99% |
$32.7K - $33.6K
|
82.8K
$3.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.37K- 38.17% |
$213K - $219K
|
8.7K
$356K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-803- 9.32% |
$31.8K - $32.7K
|
7.82K
$320K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-435- 1.0% |
$17.2K - $17.7K
|
43K
$1.76M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-179- 2.75% |
$7.09K - $7.3K
|
6.33K
$260K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-505- 4.94% |
$18K - $20K
|
9.71K
$398K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.2KNew |
$78.2K - $87.1K
|
2.2K
$90.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11KNew |
$390K - $434K
|
11K
$449K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
574New |
$20.4K - $22.7K
|
574
$23.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.01KNew |
$142K - $158K
|
4.01K
$164K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-7.98K- 42.63% |
$284K - $316K
|
10.7K
$440K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.58K+ 45.93% |
$91.8K - $102K
|
8.21K
$336K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.07KNew |
$216K - $240K
|
6.07K
$249K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
11.7K+ 124.76% |
$417K - $464K
|
21.1K
$866K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.25KNew |
$186K - $208K
|
5.25K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.5KNew |
$338K - $376K
|
9.5K
$389K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.65K- 24.0% |
$94.1K - $105K
|
8.39K
$344K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-400- 1.1% |
$14.2K - $15.8K
|
36.1K
$1.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
19.9K+ 109.55% |
$709K - $789K
|
38.1K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-32.1K- 39.73% |
$1.14M - $1.27M
|
48.8K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
24.4KNew |
$867K - $965K
|
24.4K
$999K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-90- 3.67% |
$3.2K - $3.56K
|
2.36K
$96.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
205+ 2.27% |
$7.29K - $8.11K
|
9.22K
$378K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
672+ 1.99% |
$23.9K - $26.6K
|
34.4K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-18.8K- 27.0% |
$670K - $745K
|
50.9K
$2.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-537- 47.4% |
$19.1K - $21.2K
|
596
$24.4K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
167+ 2.61% |
$6.15K - $6.53K
|
6.56K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.5KNew |
$792K - $841K
|
21.5K
$882K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.98KNew |
$294K - $312K
|
7.98K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.29KNew |
$231K - $246K
|
6.29K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.57KNew |
$205K - $218K
|
5.57K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500+ 1219.51% |
$18.4K - $19.6K
|
541
$22.2K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.7K- 66.94% |
$763K - $811K
|
10.2K
$420K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.29KNew |
$232K - $246K
|
6.29K
$258K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.96KNew |
$293K - $311K
|
7.96K
$326K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 0.76% |
$5.08K - $5.4K
|
18.3K
$751K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
960+ 27.45% |
$35.3K - $37.5K
|
4.46K
$183K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
5.69KNew |
$209K - $222K
|
5.69K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-287- 95.35% |
$10.6K - $11.2K
|
14
$574
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.72K- 14.62% |
$63.1K - $67.1K
|
10K
$411K
|
|