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 96 institutions that hold shares in the stock, with a total of 2.53 Million shares, which have been reported (via 13F filing form) to have a value of $96.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
204,802
shares
|
$7.79 Million
0.05% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
139,471
shares
|
$5.3 Million
2.41% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
138,643
shares
|
$5.27 Million
0.6% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
121,003
shares
|
$4.6 Million
1.7% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
113,866
shares
|
$4.33 Million
1.16% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
111,325
shares
|
$4.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,657
shares
|
$3.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
93,283
shares
|
$3.55 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
75,208
shares
|
$2.86 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
70,531
shares
|
$2.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 35.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
66,316
shares
|
$2.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
54,128
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.54%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
47,435
shares
|
$1.8 Million
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
46,743
shares
|
$1.78 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
45,672
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 147.58%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
43,644
shares
|
$1.66 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
42,796
shares
|
$1.63 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
41,000
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2024
Added 9.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
40,579
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
39,280
shares
|
$1.49 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
38,653
shares
|
$1.47 Million
0.34% of portfolio
|
Q4 2024
Reduced 29.46%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
35,210
shares
|
$1.34 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
34,794
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 71.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
34,411
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2021
Added 30.69%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
34,137
shares
|
$1.3 Million
0.79% of portfolio
|
Q4 2024
Reduced 3.09%
|