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 95 institutions that hold shares in the stock, with a total of 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $95.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
12,148
shares
|
$465,268
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
12,030
shares
|
$460,748
0.0% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
11,733
shares
|
$449,373
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
11,034
shares
|
$422,602
0.01% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
10,669
shares
|
$408,622
0.04% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
10,215
shares
|
$391,234
0.0% of portfolio
|
Q3 2024
Reduced 55.2%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
10,000
shares
|
$383,000
0.04% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
9,796
shares
|
$375,186
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
9,711
shares
|
$371,931
0.0% of portfolio
|
Q4 2024
Reduced 84.89%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
9,573
shares
|
$366,645
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
9,015
shares
|
$345,274
0.0% of portfolio
|
Q3 2024
Reduced 30.38%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,724
shares
|
$334,129
0.0% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
8,618
shares
|
$330,069
0.01% of portfolio
|
Q3 2024
Added 45.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,525
shares
|
$326,507
0.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
8,104
shares
|
$310,383
0.02% of portfolio
|
Q3 2024
Reduced 80.87%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
7,982
shares
|
$305,710
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
7,392
shares
|
$283,113
0.3% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,032
shares
|
$269,325
0.01% of portfolio
|
Q3 2024
Added 603.2%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
6,478
shares
|
$248,107
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
6,393
shares
|
$244,851
0.0% of portfolio
|
Q4 2024
Reduced 17.27%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
6,280
shares
|
$240,523
0.02% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
6,255
shares
|
$239,566
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
6,113
shares
|
$234,127
0.02% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
5,687
shares
|
$217,812
0.03% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
5,262
shares
|
$201,534
0.0% of portfolio
|
Q4 2024
New holding
|