Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR EX-TR VIII CBOE VEST .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
129K+ 272.31% |
$4.76M - $5.05M
|
177K
$6.87M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104K+ 192.22% |
$3.83M - $4.07M
|
158K
$6.16M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
104K+ 93.13% |
$3.82M - $4.05M
|
215K
$8.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
23.3KNew |
$858K - $911K
|
23.3K
$907K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21.8K+ 132.07% |
$802K - $851K
|
38.3K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.5KNew |
$792K - $841K
|
21.5K
$837K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
19.2K+ 25.55% |
$707K - $751K
|
94.4K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.7K+ 7.68% |
$579K - $615K
|
221K
$8.58M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.8K+ 65.79% |
$545K - $579K
|
37.3K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.6KNew |
$539K - $572K
|
14.6K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.6K+ 15.61% |
$536K - $569K
|
108K
$4.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.67KNew |
$319K - $339K
|
8.67K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.46K+ 12.76% |
$312K - $331K
|
74.8K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8.36KNew |
$308K - $327K
|
8.36K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.98KNew |
$294K - $312K
|
7.98K
$311K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.96KNew |
$293K - $311K
|
7.96K
$310K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.46K+ 21.51% |
$238K - $253K
|
36.5K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.4KNew |
$235K - $250K
|
6.4K
$249K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.29KNew |
$232K - $246K
|
6.29K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.29KNew |
$231K - $246K
|
6.29K
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
5.69KNew |
$209K - $222K
|
5.69K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.62KNew |
$207K - $220K
|
5.62K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.57KNew |
$205K - $218K
|
5.57K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5.31K+ 13.74% |
$196K - $208K
|
44K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.52K+ 19.92% |
$130K - $138K
|
21.2K
$825K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.44K+ 20.3% |
$89.9K - $95.5K
|
14.5K
$563K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.13K+ 113200.0% |
$41.7K - $44.3K
|
1.13K
$44.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.13K+ 1.6% |
$41.5K - $44.1K
|
71.7K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
960+ 27.45% |
$35.3K - $37.5K
|
4.46K
$173K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
802+ 6.15% |
$29.5K - $31.4K
|
13.8K
$539K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
653+ 11.48% |
$24K - $25.5K
|
6.34K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
639+ 3.27% |
$23.5K - $25K
|
20.2K
$786K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500+ 1219.51% |
$18.4K - $19.6K
|
541
$21.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
175+ 1.83% |
$6.44K - $6.84K
|
9.75K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
167+ 2.61% |
$6.15K - $6.53K
|
6.56K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 0.76% |
$5.08K - $5.4K
|
18.3K
$713K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2- 0.17% |
$73.6 - $78.2
|
1.2K
$46.6K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-31- 0.49% |
$1.14K - $1.21K
|
6.25K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-132- 22.41% |
$4.86K - $5.16K
|
457
$17.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-287- 95.35% |
$10.6K - $11.2K
|
14
$545
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-301- 0.88% |
$11.1K - $11.8K
|
33.8K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-363- 0.26% |
$13.4K - $14.2K
|
139K
$5.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-375- 3.51% |
$13.8K - $14.7K
|
10.3K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-430- 2.25% |
$15.8K - $16.8K
|
18.7K
$728K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-541- 1.38% |
$19.9K - $21.2K
|
38.7K
$1.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-670- 43.42% |
$24.7K - $26.2K
|
873
$34K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.58K- 50.0% |
$58.3K - $61.9K
|
1.58K
$61.6K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.67K- 20.02% |
$61.6K - $65.5K
|
6.69K
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.72K- 14.62% |
$63.1K - $67.1K
|
10K
$390K
|