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 107 institutions that hold shares in the stock, with a total of 2.93 Million shares, which have been reported (via 13F filing form) to have a value of $118 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
6,338
shares
|
$255,421
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
6,315
shares
|
$254,494
0.01% of portfolio
|
Q2 2025
Reduced 83.45%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
6,305
shares
|
$254,091
0.0% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
6,255
shares
|
$252,076
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,249
shares
|
$251,834
0.02% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
6,113
shares
|
$246,353
0.03% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
6,070
shares
|
$244,620
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
5,689
shares
|
$229,266
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
5,277
shares
|
$212,663
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,245
shares
|
$211,373
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
5,241
shares
|
$211,212
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
5,179
shares
|
$208,713
0.14% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
5,089
shares
|
$205,086
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,457
shares
|
$179,617
0.02% of portfolio
|
Q1 2025
Added 27.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,005
shares
|
$161,401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
2,360
shares
|
$95,108
0.03% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,055
shares
|
$82,816
0.1% of portfolio
|
Q3 2022
Added 11.68%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,584
shares
|
$63,835
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,560
shares
|
$62,867
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,327
shares
|
$53,478
0.0% of portfolio
|
Q2 2025
Reduced 67.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,324
shares
|
$53,357
0.0% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,010
shares
|
$40,703
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
873
shares
|
$35,181
0.01% of portfolio
|
Q1 2025
Reduced 43.42%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
608
shares
|
$24,502
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
596
shares
|
$24,018
0.0% of portfolio
|
Q2 2025
Reduced 47.4%
|