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 |
|---|---|---|---|---|---|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
9,748
shares
|
$379,392
0.37% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
9,402
shares
|
$365,925
0.19% of portfolio
|
Q1 2025
Reduced 25.6%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,015
shares
|
$350,863
0.0% of portfolio
|
Q3 2024
Reduced 30.38%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
8,724
shares
|
$339,538
0.0% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
8,666
shares
|
$337,280
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
8,618
shares
|
$335,412
0.01% of portfolio
|
Q3 2024
Added 45.21%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
8,360
shares
|
$325,371
0.28% of portfolio
|
Q1 2025
Reduced 20.02%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
8,104
shares
|
$315,407
0.02% of portfolio
|
Q3 2024
Reduced 80.87%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
7,978
shares
|
$310,503
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
7,960
shares
|
$309,803
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
7,392
shares
|
$287,696
0.28% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,560
shares
|
$255,315
0.0% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
6,478
shares
|
$252,123
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
6,462
shares
|
$251,501
0.0% of portfolio
|
Q1 2025
Reduced 60.97%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,425
shares
|
$250,061
0.0% of portfolio
|
Q1 2025
Reduced 24.63%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
6,395
shares
|
$248,893
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
6,340
shares
|
$246,752
0.03% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
6,288
shares
|
$244,728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
6,287
shares
|
$244,690
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
6,255
shares
|
$243,444
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
6,249
shares
|
$243,211
0.02% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
6,113
shares
|
$237,917
0.03% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
5,689
shares
|
$221,415
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
5,679
shares
|
$221,026
0.16% of portfolio
|
Q1 2025
Reduced 28.85%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,624
shares
|
$218,886
0.0% of portfolio
|
Q1 2025
New holding
|