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 76 institutions that hold shares in the stock, with a total of 2.79 Million shares, which have been reported (via 13F filing form) to have a value of $117 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
|
$12.8 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
|
$10.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
230,499
shares
|
$9.69 Million
2.26% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
226,968
shares
|
$9.54 Million
0.84% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
215,951
shares
|
$9.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,356
shares
|
$8.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
111,561
shares
|
$4.69 Million
1.94% of portfolio
|
Q1 2025
Reduced 25.03%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
95,636
shares
|
$4.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.66%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
83,592
shares
|
$3.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
75,373
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2025
Added 34.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
60,026
shares
|
$2.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
59,113
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Added 23.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
50,841
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
49,186
shares
|
$2.07 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
42,936
shares
|
$1.81 Million
0.56% of portfolio
|
Q1 2025
Reduced 92.75%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
36,082
shares
|
$1.52 Million
0.13% of portfolio
|
Q1 2025
Added 134.76%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
34,753
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
33,704
shares
|
$1.42 Million
0.81% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
33,048
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
Added 118.05%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
31,736
shares
|
$1.33 Million
1.02% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
30,374
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
29,831
shares
|
$1.25 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
28,841
shares
|
$1.21 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
28,466
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Added 3804.8%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
26,434
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.96%
|