Institutional Ownership First Tr Ex Tr Fd Viii Cboe Ve (DMAY)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Cboe Ve (DMAY). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 3.16 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
304,085
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
246,605
shares
|
$10.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
215,951
shares
|
$9.37 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,356
shares
|
$8.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
186,195
shares
|
$8.08 Million
1.87% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
182,933
shares
|
$7.94 Million
0.62% of portfolio
|
Q2 2025
Reduced 19.4%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
139,416
shares
|
$6.05 Million
2.62% of portfolio
|
Q2 2025
Added 1472.66%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
138,989
shares
|
$6.03 Million
0.01% of portfolio
|
Q2 2025
Added 135.12%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
132,236
shares
|
$5.74 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
113,880
shares
|
$4.94 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
111,561
shares
|
$4.84 Million
1.94% of portfolio
|
Q1 2025
Reduced 25.03%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
95,636
shares
|
$4.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.66%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
87,884
shares
|
$3.81 Million
0.01% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
75,373
shares
|
$3.27 Million
0.0% of portfolio
|
Q1 2025
Added 34.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
60,026
shares
|
$2.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
50,841
shares
|
$2.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
49,186
shares
|
$2.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
42,936
shares
|
$1.86 Million
0.56% of portfolio
|
Q1 2025
Reduced 92.75%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
36,082
shares
|
$1.57 Million
0.13% of portfolio
|
Q1 2025
Added 134.76%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
34,753
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
33,704
shares
|
$1.46 Million
0.81% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
33,048
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2025
Added 118.05%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
31,736
shares
|
$1.38 Million
1.02% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
30,561
shares
|
$1.33 Million
1.08% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
30,374
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 17.06%
|