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 90 institutions that hold shares in the stock, with a total of 3.61 Million shares, which have been reported (via 13F filing form) to have a value of $159 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
|
$13.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
243,679
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
220,833
shares
|
$9.71 Million
0.05% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,356
shares
|
$8.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
186,195
shares
|
$8.19 Million
1.87% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
182,933
shares
|
$8.04 Million
0.62% of portfolio
|
Q2 2025
Reduced 19.4%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
170,776
shares
|
$7.51 Million
0.0% of portfolio
|
Q2 2025
Added 126.57%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
139,416
shares
|
$6.13 Million
2.62% of portfolio
|
Q2 2025
Added 1472.66%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
138,989
shares
|
$6.11 Million
0.01% of portfolio
|
Q2 2025
Added 135.12%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
132,236
shares
|
$5.81 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
131,241
shares
|
$5.77 Million
0.01% of portfolio
|
Q2 2025
Added 37.23%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
121,341
shares
|
$5.33 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
113,880
shares
|
$5.01 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
107,816
shares
|
$4.74 Million
1.89% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
87,884
shares
|
$3.86 Million
0.01% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
81,803
shares
|
$3.6 Million
0.01% of portfolio
|
Q2 2025
Added 60.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
70,339
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2025
Added 27.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
52,659
shares
|
$2.31 Million
0.06% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
47,836
shares
|
$2.1 Million
0.63% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
38,735
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
38,735
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
36,062
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 18.73%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
35,934
shares
|
$1.58 Million
0.46% of portfolio
|
Q2 2025
Added 20.46%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
35,068
shares
|
$1.54 Million
0.84% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
32,605
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Added 37.92%
|