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 90 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 |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
9,600
shares
|
$426,816
0.12% of portfolio
|
Q3 2025
Added 46.88%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
9,060
shares
|
$402,807
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
9,024
shares
|
$401,207
0.03% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
9,003
shares
|
$400,273
0.28% of portfolio
|
Q3 2025
Reduced 25.35%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
8,039
shares
|
$357,413
0.22% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
7,886
shares
|
$350,611
0.02% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
7,383
shares
|
$328,248
0.29% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
6,762
shares
|
$300,638
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
6,600
shares
|
$293,436
0.13% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
5,993
shares
|
$266,448
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
5,940
shares
|
$264,092
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
5,795
shares
|
$257,645
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,415
shares
|
$240,750
0.03% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
5,374
shares
|
$238,928
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
5,362
shares
|
$238,394
0.02% of portfolio
|
Q2 2024
Added 51.43%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,094
shares
|
$226,479
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
4,989
shares
|
$221,810
0.08% of portfolio
|
Q2 2025
Reduced 17.21%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
4,845
shares
|
$215,408
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
4,663
shares
|
$207,316
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,519
shares
|
$200,914
0.0% of portfolio
|
Q3 2025
Added 119.05%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,373
shares
|
$194,423
0.01% of portfolio
|
Q3 2025
Reduced 33.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,637
shares
|
$161,701
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,584
shares
|
$159,344
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,043
shares
|
$135,291
0.0% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,392
shares
|
$106,348
0.12% of portfolio
|
Q3 2022
Added 19.48%
|
|