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 75 institutions that hold shares in the stock, with a total of 3.77 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
24,215
shares
|
$912,421
0.14% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
23,255
shares
|
$876,248
0.0% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
22,026
shares
|
$829,939
0.21% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
20,466
shares
|
$771,158
0.0% of portfolio
|
Q4 2024
Reduced 34.47%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
19,715
shares
|
$742,861
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
18,891
shares
|
$711,812
0.05% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
18,379
shares
|
$692,520
0.38% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
16,348
shares
|
$615,992
0.06% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
15,592
shares
|
$587,506
0.02% of portfolio
|
Q4 2024
Reduced 13.32%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
15,370
shares
|
$579,141
0.06% of portfolio
|
Q4 2024
Added 89.57%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
15,156
shares
|
$571,078
0.02% of portfolio
|
Q4 2024
Added 86.93%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
13,308
shares
|
$501,445
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
13,131
shares
|
$494,776
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
12,525
shares
|
$471,942
0.12% of portfolio
|
Q2 2023
Reduced 11.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
11,270
shares
|
$424,653
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
11,014
shares
|
$415,007
0.0% of portfolio
|
Q4 2024
Reduced 21.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,843
shares
|
$408,564
0.01% of portfolio
|
Q2 2021
Added 63.45%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
9,847
shares
|
$371,034
0.0% of portfolio
|
Q4 2024
Reduced 29.34%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
9,500
shares
|
$357,960
0.02% of portfolio
|
Q2 2024
Reduced 18.64%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
9,407
shares
|
$354,455
0.15% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
9,153
shares
|
$344,885
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
8,865
shares
|
$334,033
0.16% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
8,737
shares
|
$329,210
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
7,886
shares
|
$297,144
0.03% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,629
shares
|
$287,460
0.04% of portfolio
|
Q4 2024
New holding
|