Institutional Ownership First Tr Ex Tr Viii Cboe Vest (DMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Cboe Vest (DMAR). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 2.58 Million shares, which have been reported (via 13F filing form) to have a value of $96.8 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 |
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
204,802
shares
|
$7.69 Million
0.05% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
176,605
shares
|
$6.63 Million
0.0% of portfolio
|
Q1 2025
Added 272.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
158,171
shares
|
$5.94 Million
0.01% of portfolio
|
Q1 2025
Added 192.22%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
139,108
shares
|
$5.22 Million
2.38% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
121,003
shares
|
$4.54 Million
1.7% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
113,866
shares
|
$4.27 Million
1.16% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
111,325
shares
|
$4.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,657
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
94,420
shares
|
$3.54 Million
3.16% of portfolio
|
Q1 2025
Added 25.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
93,283
shares
|
$3.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
71,659
shares
|
$2.69 Million
0.01% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
69,768
shares
|
$2.62 Million
0.26% of portfolio
|
Q1 2025
Reduced 49.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
66,316
shares
|
$2.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
46,743
shares
|
$1.75 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
45,672
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 147.58%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
43,963
shares
|
$1.65 Million
0.35% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
42,796
shares
|
$1.61 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
40,579
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
38,739
shares
|
$1.45 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
38,167
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
36,512
shares
|
$1.37 Million
0.04% of portfolio
|
Q1 2025
Added 21.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
34,411
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2021
Added 30.69%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
34,137
shares
|
$1.28 Million
0.79% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,024
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 69.58%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
30,976
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.18%
|