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 110 institutions that hold shares in the stock, with a total of 2.99 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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
31,545
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.31%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
29,984
shares
|
$1.23 Million
0.27% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
29,695
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
29,252
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2025
Added 19.06%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
26,115
shares
|
$1.07 Million
0.15% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
26,025
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 28.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
25,983
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
25,694
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
24,379
shares
|
$999,295
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
23,312
shares
|
$955,558
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
23,147
shares
|
$948,795
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
21,132
shares
|
$866,200
0.44% of portfolio
|
Q2 2025
Added 124.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
20,217
shares
|
$828,694
0.0% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
20,039
shares
|
$821,398
0.51% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
18,730
shares
|
$767,742
0.04% of portfolio
|
Q1 2024
Added 62.87%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
18,503
shares
|
$758,437
0.27% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
18,331
shares
|
$751,387
0.02% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
15,824
shares
|
$648,625
0.05% of portfolio
|
Q3 2025
Added 48.32%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
14,946
shares
|
$612,636
0.0% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
14,824
shares
|
$607,635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
14,527
shares
|
$595,461
0.01% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
13,685
shares
|
$560,948
0.08% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
13,442
shares
|
$550,987
0.02% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
13,417
shares
|
$549,962
0.36% of portfolio
|
Q1 2024
Reduced 23.89%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
13,284
shares
|
$544,511
0.04% of portfolio
|
Q3 2025
Reduced 0.37%
|
|