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 |
|---|---|---|---|---|---|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
5,572
shares
|
$216,862
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
4,457
shares
|
$173,466
0.02% of portfolio
|
Q1 2025
Added 27.45%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,053
shares
|
$157,742
0.0% of portfolio
|
Q1 2025
Reduced 58.26%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
2,450
shares
|
$95,354
0.03% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,055
shares
|
$79,980
0.1% of portfolio
|
Q3 2022
Added 11.68%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,720
shares
|
$66,942
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,584
shares
|
$61,649
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,560
shares
|
$60,715
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,197
shares
|
$46,587
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,133
shares
|
$44,096
0.0% of portfolio
|
Q1 2025
Added 113200.0%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,010
shares
|
$39,309
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
873
shares
|
$33,977
0.01% of portfolio
|
Q1 2025
Reduced 43.42%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
608
shares
|
$23,663
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
570
shares
|
$22,184
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
541
shares
|
$21,055
0.0% of portfolio
|
Q1 2025
Added 1219.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
457
shares
|
$17,786
0.0% of portfolio
|
Q1 2025
Reduced 22.41%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
300
shares
|
$11,676
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
288
shares
|
$11,208
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
70
shares
|
$2,724
0.0% of portfolio
|
Q4 2024
Reduced 58.82%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
14
shares
|
$544
0.0% of portfolio
|
Q1 2025
Reduced 95.35%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
7
shares
|
$272
0.0% of portfolio
|
Q3 2023
Reduced 58.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|