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 3.35 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
591,903
shares
|
$24.6 Million
7.67% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
492,977
shares
|
$20.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
304,085
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.85%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
216,995
shares
|
$9.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,356
shares
|
$8.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
160,471
shares
|
$6.66 Million
2.13% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
148,816
shares
|
$6.18 Million
2.59% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
119,042
shares
|
$4.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
85,845
shares
|
$3.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
75,558
shares
|
$3.14 Million
0.44% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
71,009
shares
|
$2.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
58,282
shares
|
$2.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
55,916
shares
|
$2.32 Million
0.0% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
49,586
shares
|
$2.06 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
47,737
shares
|
$1.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
38,141
shares
|
$1.58 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
34,933
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Added 39.53%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
34,277
shares
|
$1.42 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
32,219
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2024
Reduced 42.95%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
28,841
shares
|
$1.2 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
25,947
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 18.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
24,491
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
24,215
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
23,255
shares
|
$965,780
0.0% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
22,026
shares
|
$914,739
0.21% of portfolio
|
Q2 2024
Reduced 1.68%
|