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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,843
shares
|
$476,658
0.01% of portfolio
|
Q2 2021
Added 63.45%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
10,798
shares
|
$474,680
0.03% of portfolio
|
Q2 2025
Added 99.93%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
10,303
shares
|
$452,919
0.0% of portfolio
|
Q2 2025
Reduced 70.35%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
9,060
shares
|
$398,277
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
9,025
shares
|
$396,739
0.02% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
8,586
shares
|
$377,440
0.03% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
8,092
shares
|
$355,724
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
7,886
shares
|
$346,668
0.02% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
7,610
shares
|
$334,535
0.31% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
6,762
shares
|
$297,257
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
6,581
shares
|
$289,300
0.01% of portfolio
|
Q2 2025
Reduced 75.1%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
6,536
shares
|
$287,322
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
6,250
shares
|
$274,750
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
5,940
shares
|
$261,122
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
5,435
shares
|
$238,922
0.01% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,431
shares
|
$238,746
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,374
shares
|
$236,241
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
5,362
shares
|
$235,713
0.03% of portfolio
|
Q2 2024
Added 51.43%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
5,032
shares
|
$221,206
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
4,989
shares
|
$219,316
0.08% of portfolio
|
Q2 2025
Reduced 17.21%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
4,845
shares
|
$212,986
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,538
shares
|
$155,530
0.0% of portfolio
|
Q2 2025
Added 125.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,280
shares
|
$144,188
0.0% of portfolio
|
Q1 2025
Added 19.53%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,228
shares
|
$141,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,392
shares
|
$105,152
0.12% of portfolio
|
Q3 2022
Added 19.48%
|