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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,318
shares
|
$101,899
0.0% of portfolio
|
Q4 2024
Added 265.04%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
2,265
shares
|
$99,569
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,063
shares
|
$90,689
0.0% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
1,910
shares
|
$83,963
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,877
shares
|
$82,512
0.0% of portfolio
|
Q2 2025
Reduced 71.83%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,742
shares
|
$76,578
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,245
shares
|
$54,730
0.02% of portfolio
|
Q2 2024
Reduced 21.45%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,244
shares
|
$54,686
0.0% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,215
shares
|
$53,411
0.02% of portfolio
|
Q4 2024
Reduced 53.54%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
750
shares
|
$32,970
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
678
shares
|
$29,804
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
665
shares
|
$29,233
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
557
shares
|
$24,485
0.0% of portfolio
|
Q2 2025
Added 26.3%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
368
shares
|
$16,177
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|