Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR VIII CBOE VEST .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
157K+ 553.09% |
$5.6M - $6.23M
|
186K
$7.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
102K+ 73.37% |
$3.63M - $4.04M
|
241K
$9.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
42KNew |
$1.49M - $1.66M
|
42K
$1.72M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.4K+ 52.39% |
$1.26M - $1.4M
|
103K
$4.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
30.7KNew |
$1.09M - $1.22M
|
30.7K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.6KNew |
$873K - $972K
|
24.6K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
24.4KNew |
$867K - $965K
|
24.4K
$999K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.2KNew |
$860K - $957K
|
24.2K
$992K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.3KNew |
$721K - $802K
|
20.3K
$831K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
20.1KNew |
$713K - $794K
|
20.1K
$822K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
19.9K+ 109.55% |
$709K - $789K
|
38.1K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.1K+ 264.69% |
$608K - $677K
|
23.6K
$966K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.7KNew |
$486K - $541K
|
13.7K
$560K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.3KNew |
$474K - $528K
|
13.3K
$547K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
11.9K+ 16.66% |
$424K - $472K
|
83.6K
$3.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
11.7K+ 124.76% |
$417K - $464K
|
21.1K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11KNew |
$390K - $434K
|
11K
$449K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.5KNew |
$338K - $376K
|
9.5K
$389K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7K+ 33.01% |
$249K - $277K
|
28.2K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.07KNew |
$216K - $240K
|
6.07K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
5.28KNew |
$188K - $209K
|
5.28K
$216K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.25KNew |
$186K - $208K
|
5.25K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
5.24KNew |
$186K - $207K
|
5.24K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.09KNew |
$181K - $201K
|
5.09K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.03K+ 57.99% |
$179K - $199K
|
13.7K
$561K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.01KNew |
$142K - $158K
|
4.01K
$164K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
3.46K+ 10.23% |
$123K - $137K
|
37.3K
$1.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.22K+ 8.41% |
$114K - $127K
|
41.5K
$1.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.64K+ 19.08% |
$94K - $105K
|
16.5K
$676K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.58K+ 45.93% |
$91.8K - $102K
|
8.21K
$336K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.28K+ 5.94% |
$81K - $90.1K
|
40.6K
$1.66M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.2KNew |
$78.2K - $87.1K
|
2.2K
$90.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.57K+ 24.55% |
$55.8K - $62.1K
|
7.97K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.32K+ 9.57% |
$47.1K - $52.4K
|
15.2K
$622K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
679+ 2.08% |
$24.1K - $26.9K
|
33.4K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
672+ 1.99% |
$23.9K - $26.6K
|
34.4K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
574New |
$20.4K - $22.7K
|
574
$23.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
529+ 3.66% |
$18.8K - $20.9K
|
15K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
475+ 7.39% |
$16.9K - $18.8K
|
6.9K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
375+ 3.64% |
$13.3K - $14.8K
|
10.7K
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
205+ 2.27% |
$7.29K - $8.11K
|
9.22K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
127+ 10.61% |
$4.51K - $5.03K
|
1.32K
$54.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
58+ 3.66% |
$2.06K - $2.3K
|
1.64K
$67.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2- 0.03% |
$71.1 - $79.1
|
6.34K
$260K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-16- 0.16% |
$569 - $633
|
9.73K
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-77- 0.88% |
$2.74K - $3.05K
|
8.65K
$354K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-90- 3.67% |
$3.2K - $3.56K
|
2.36K
$96.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-175- 2.62% |
$6.22K - $6.92K
|
6.51K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-255- 3.89% |
$9.07K - $10.1K
|
6.31K
$258K
|
|