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 91 institutions that hold shares in the stock, with a total of 3.23 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
304,085
shares
|
$13.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.85%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
215,236
shares
|
$9.57 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,356
shares
|
$9 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
181,908
shares
|
$8.09 Million
0.0% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
166,302
shares
|
$7.39 Million
1.6% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
154,861
shares
|
$6.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.45%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
140,976
shares
|
$6.27 Million
0.01% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
136,741
shares
|
$6.08 Million
2.28% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
129,444
shares
|
$5.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
126,742
shares
|
$5.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
113,880
shares
|
$5.06 Million
1.11% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
106,864
shares
|
$4.75 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
83,958
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
83,062
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
72,715
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
54,995
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2025
Added 41.98%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
54,995
shares
|
$2.45 Million
0.18% of portfolio
|
Q3 2025
Added 41.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
49,193
shares
|
$2.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
47,563
shares
|
$2.11 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
43,277
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Added 34.62%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
35,717
shares
|
$1.59 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
34,191
shares
|
$1.52 Million
0.81% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
32,605
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2025
Added 37.92%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
30,561
shares
|
$1.36 Million
1.08% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
30,261
shares
|
$1.35 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|