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 69 institutions that hold shares in the stock, with a total of 3.52 Million shares, which have been reported (via 13F filing form) to have a value of $128 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
6,376
shares
|
$231,066
0.0% of portfolio
|
Q1 2024
Reduced 33.88%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
5,935
shares
|
$215,084
0.01% of portfolio
|
Q1 2024
New holding
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
3,852
shares
|
$139,596
0.01% of portfolio
|
Q1 2024
Closed
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
2,530
shares
|
$91,687
0.03% of portfolio
|
Q2 2022
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
2,490
shares
|
$90,237
0.01% of portfolio
|
Q1 2024
Reduced 21.18%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,055
shares
|
$74,473
0.1% of portfolio
|
Q3 2022
Added 11.68%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
1,878
shares
|
$68,058
0.03% of portfolio
|
Q1 2024
Reduced 9.93%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
1,751
shares
|
$63,456
0.0% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
1,026
shares
|
$37,182
0.0% of portfolio
|
Q1 2024
Reduced 11.48%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
1,010
shares
|
$36,602
0.02% of portfolio
|
Q1 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
1,000
shares
|
$36,240
0.0% of portfolio
|
Q2 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
726
shares
|
$26,310
0.0% of portfolio
|
Q1 2024
Reduced 97.15%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
608
shares
|
$22,033
0.01% of portfolio
|
Q4 2023
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
578
shares
|
$20,946
0.0% of portfolio
|
Q1 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
570
shares
|
$20,656
0.0% of portfolio
|
Q2 2023
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
300
shares
|
$10,872
0.0% of portfolio
|
Q1 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
288
shares
|
$10,437
0.0% of portfolio
|
Q1 2024
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
248
shares
|
$8,987
0.0% of portfolio
|
Q1 2024
Reduced 54.33%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
7
shares
|
$253
0.0% of portfolio
|
Q3 2023
Reduced 58.82%
|