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 106 institutions that hold shares in the stock, with a total of 2.91 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
241,169
shares
|
$9.83 Million
4.19% of portfolio
|
Q2 2025
Added 73.37%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
218,660
shares
|
$8.91 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
214,089
shares
|
$8.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
185,896
shares
|
$7.57 Million
2.21% of portfolio
|
Q2 2025
Added 553.09%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
121,003
shares
|
$4.93 Million
1.7% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,657
shares
|
$4.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
103,037
shares
|
$4.2 Million
0.01% of portfolio
|
Q2 2025
Added 52.39%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
94,420
shares
|
$3.85 Million
3.09% of portfolio
|
Q1 2025
Added 25.55%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
92,282
shares
|
$3.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
83,528
shares
|
$3.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 47.19%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
82,774
shares
|
$3.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
80,785
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.09%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
59,206
shares
|
$2.41 Million
0.18% of portfolio
|
Q3 2025
Added 42.75%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
48,762
shares
|
$1.99 Million
0.41% of portfolio
|
Q2 2025
Reduced 39.73%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
42,968
shares
|
$1.75 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
41,980
shares
|
$1.71 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
40,602
shares
|
$1.65 Million
0.04% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
38,126
shares
|
$1.55 Million
0.43% of portfolio
|
Q2 2025
Added 109.55%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
37,299
shares
|
$1.52 Million
0.83% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
36,152
shares
|
$1.47 Million
0.75% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
36,112
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
34,442
shares
|
$1.4 Million
0.11% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
34,411
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2021
Added 30.69%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
33,395
shares
|
$1.36 Million
0.31% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,024
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 69.58%
|