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 107 institutions that hold shares in the stock, with a total of 2.93 Million shares, which have been reported (via 13F filing form) to have a value of $118 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,024
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 69.58%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
30,726
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
28,201
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 33.01%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
26,115
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
26,000
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
24,570
shares
|
$990,170
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
24,379
shares
|
$982,473
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
24,192
shares
|
$974,937
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
23,566
shares
|
$949,709
0.0% of portfolio
|
Q2 2025
Added 264.69%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
23,312
shares
|
$939,473
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
21,132
shares
|
$851,619
0.47% of portfolio
|
Q2 2025
Added 124.76%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
20,277
shares
|
$817,163
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
20,060
shares
|
$808,418
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
18,730
shares
|
$754,819
0.04% of portfolio
|
Q1 2024
Added 62.87%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
18,634
shares
|
$750,950
0.28% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
18,331
shares
|
$738,739
0.02% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
16,501
shares
|
$664,990
0.01% of portfolio
|
Q2 2025
Added 19.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
15,165
shares
|
$611,149
0.0% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
15,001
shares
|
$604,540
0.0% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
14,065
shares
|
$566,819
0.01% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
13,691
shares
|
$551,747
0.09% of portfolio
|
Q2 2025
Added 57.99%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
13,665
shares
|
$550,699
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
13,417
shares
|
$540,705
0.4% of portfolio
|
Q1 2024
Reduced 23.89%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
13,334
shares
|
$537,360
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
12,148
shares
|
$489,564
0.19% of portfolio
|
Q1 2024
New holding
|