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 68 institutions that hold shares in the stock, with a total of 3.5 Million shares, which have been reported (via 13F filing form) to have a value of $126 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 19, 2024 Q1 2024 |
814,682
shares
|
$29.4 Million
16.8% of portfolio
|
Q1 2024
New holding
|
|
Spectrum Asset Management, Inc.
|
Apr 23, 2024 Q1 2024 |
284,732
shares
|
$10.3 Million
4.37% of portfolio
|
Q1 2024
New holding
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
232,746
shares
|
$8.39 Million
0.0% of portfolio
|
Q1 2024
Added 40.79%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
214,717
shares
|
$7.74 Million
0.05% of portfolio
|
Q1 2024
Added 96.1%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
175,014
shares
|
$6.31 Million
0.01% of portfolio
|
Q1 2024
Added 148.75%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
153,378
shares
|
$5.53 Million
0.21% of portfolio
|
Q1 2024
Added 219.42%
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 15, 2024 Q1 2024 |
130,745
shares
|
$4.71 Million
1.21% of portfolio
|
Q1 2024
New holding
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Apr 17, 2024 Q1 2024 |
125,052
shares
|
$4.51 Million
2.34% of portfolio
|
Q1 2024
New holding
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
125,052
shares
|
$4.51 Million
1.08% of portfolio
|
Q1 2024
Added 10.87%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
121,003
shares
|
$4.36 Million
1.7% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
112,312
shares
|
$4.05 Million
0.01% of portfolio
|
Q1 2024
Added 655.6%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
96,209
shares
|
$3.47 Million
0.01% of portfolio
|
Q1 2024
Reduced 28.19%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
89,354
shares
|
$3.22 Million
0.01% of portfolio
|
Q1 2024
Added 3.21%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
55,967
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2024
Added 1119240.0%
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
54,357
shares
|
$1.96 Million
0.54% of portfolio
|
Q1 2024
Added 31.33%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
51,390
shares
|
$1.85 Million
0.07% of portfolio
|
Q2 2023
Added 20.51%
|
|
1 St Source Bank
|
May 09, 2024 Q1 2024 |
42,360
shares
|
$1.53 Million
0.09% of portfolio
|
Q1 2024
New holding
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
41,185
shares
|
$1.48 Million
0.82% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
41,000
shares
|
$1.48 Million
0.24% of portfolio
|
Q1 2024
Added 9.33%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
36,034
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2024
Added 12.49%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
35,309
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2024
Added 255.4%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
34,411
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2021
Added 30.69%
|
|
Fsb Premier Wealth Management, Inc.
|
May 10, 2024 Q1 2024 |
29,087
shares
|
$1.05 Million
0.48% of portfolio
|
Q1 2024
New holding
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
26,779
shares
|
$964,847
0.01% of portfolio
|
Q1 2024
Added 115.79%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
24,586
shares
|
$885,833
0.0% of portfolio
|
Q1 2024
Added 17.83%
|