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 97 institutions that hold shares in the stock, with a total of 2.7 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
28,464
shares
|
$1.11 Million
0.42% of portfolio
|
Q1 2025
Reduced 19.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
27,262
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.65%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
26,115
shares
|
$1.02 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
23,312
shares
|
$907,303
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
21,515
shares
|
$837,363
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
21,202
shares
|
$825,181
0.0% of portfolio
|
Q1 2025
Added 19.92%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
20,207
shares
|
$786,456
0.32% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
18,730
shares
|
$728,971
0.05% of portfolio
|
Q1 2024
Added 62.87%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
18,712
shares
|
$728,271
0.23% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
18,331
shares
|
$713,442
0.02% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
18,194
shares
|
$708,110
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
14,933
shares
|
$581,192
0.02% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
14,629
shares
|
$569,360
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
14,472
shares
|
$563,250
0.0% of portfolio
|
Q1 2025
Added 20.3%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
13,857
shares
|
$539,314
0.01% of portfolio
|
Q4 2024
Reduced 97.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
13,841
shares
|
$538,691
0.0% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
13,417
shares
|
$522,189
0.39% of portfolio
|
Q1 2024
Reduced 23.89%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
12,822
shares
|
$499,032
0.39% of portfolio
|
Q1 2025
Reduced 17.25%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
12,148
shares
|
$472,800
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
11,034
shares
|
$429,443
0.01% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
10,294
shares
|
$400,642
0.04% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
10,240
shares
|
$398,540
0.0% of portfolio
|
Q1 2025
Reduced 66.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
10,215
shares
|
$397,567
0.0% of portfolio
|
Q3 2024
Reduced 55.2%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
10,018
shares
|
$389,900
0.29% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
10,000
shares
|
$389,200
0.04% of portfolio
|
Q4 2024
Reduced 9.09%
|