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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,450
shares
|
$93,835
0.03% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,055
shares
|
$78,706
0.1% of portfolio
|
Q3 2022
Added 11.68%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
1,825
shares
|
$69,897
0.0% of portfolio
|
Q4 2024
Reduced 25.9%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,720
shares
|
$65,876
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,560
shares
|
$59,747
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,543
shares
|
$59,096
0.03% of portfolio
|
Q2 2024
Reduced 17.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,199
shares
|
$45,921
0.0% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,010
shares
|
$38,683
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
608
shares
|
$23,286
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
589
shares
|
$22,558
0.0% of portfolio
|
Q3 2024
Reduced 37.74%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
570
shares
|
$21,831
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
500
shares
|
$19,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
301
shares
|
$11,528
0.0% of portfolio
|
Q4 2024
Reduced 59.76%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
300
shares
|
$11,490
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
288
shares
|
$11,030
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
70
shares
|
$2,681
0.0% of portfolio
|
Q4 2024
Reduced 58.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
41
shares
|
$1,570
0.0% of portfolio
|
Q4 2024
Reduced 99.71%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
7
shares
|
$268
0.0% of portfolio
|
Q3 2023
Reduced 58.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$38
0.0% of portfolio
|
Q4 2024
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|