Latest Institutional Transactions on First Tr Ex Tr Viii Cboe Vest (DMAR)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (DMAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
529+ 3.66% |
$18.8K - $20.9K
|
15K
$594K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.59K- 6.68% |
$92K - $102K
|
36.2K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
205+ 2.27% |
$7.29K - $8.11K
|
9.22K
$365K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-90- 3.67% |
$3.2K - $3.56K
|
2.36K
$93.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
672+ 1.99% |
$23.9K - $26.6K
|
34.4K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-564- 3.86% |
$20.1K - $22.3K
|
14.1K
$557K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-18.8K- 27.0% |
$670K - $745K
|
50.9K
$2.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-537- 47.4% |
$19.1K - $21.2K
|
596
$23.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-175- 2.62% |
$6.22K - $6.92K
|
6.51K
$258K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.58K- 50.0% |
$58.3K - $61.9K
|
1.58K
$62.7K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
167+ 2.61% |
$6.15K - $6.53K
|
6.56K
$260K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
802+ 6.15% |
$29.5K - $31.4K
|
13.8K
$548K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-33K- 28.95% |
$1.21M - $1.29M
|
80.9K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.8K+ 65.79% |
$545K - $579K
|
37.3K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.1K- 24.63% |
$77.3K - $82.1K
|
6.43K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.7K+ 7.68% |
$579K - $615K
|
221K
$8.73M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.3K- 28.85% |
$84.8K - $90K
|
5.68K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
653+ 11.48% |
$24K - $25.5K
|
6.34K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-10.1K- 23.55% |
$371K - $394K
|
32.7K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.1K- 60.97% |
$372K - $395K
|
6.46K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.5KNew |
$792K - $841K
|
21.5K
$852K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.98KNew |
$294K - $312K
|
7.98K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.57KNew |
$205K - $218K
|
5.57K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.29KNew |
$231K - $246K
|
6.29K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-132- 22.41% |
$4.86K - $5.16K
|
457
$18.1K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.6K+ 15.61% |
$536K - $569K
|
108K
$4.27M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21.8K+ 132.07% |
$802K - $851K
|
38.3K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500+ 1219.51% |
$18.4K - $19.6K
|
541
$21.4K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-301- 0.88% |
$11.1K - $11.8K
|
33.8K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
104K+ 93.13% |
$3.82M - $4.05M
|
215K
$8.51M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.7K- 66.94% |
$763K - $811K
|
10.2K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-430- 2.25% |
$15.8K - $16.8K
|
18.7K
$741K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2- 0.17% |
$73.6 - $78.2
|
1.2K
$47.4K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
639+ 3.27% |
$23.5K - $25K
|
20.2K
$800K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-2.67K- 17.25% |
$98.4K - $105K
|
12.8K
$508K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.26K- 5.56% |
$83K - $88.2K
|
38.3K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-31- 0.49% |
$1.14K - $1.21K
|
6.25K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.52K+ 19.92% |
$130K - $138K
|
21.2K
$839K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.66K- 58.26% |
$208K - $221K
|
4.05K
$160K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.96KNew |
$293K - $311K
|
7.96K
$315K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.62KNew |
$207K - $220K
|
5.62K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104K+ 192.22% |
$3.83M - $4.07M
|
158K
$6.26M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.29KNew |
$232K - $246K
|
6.29K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5.31K+ 13.74% |
$196K - $208K
|
44K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 0.76% |
$5.08K - $5.4K
|
18.3K
$726K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.13K+ 1.6% |
$41.5K - $44.1K
|
71.7K
$2.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-6.75K- 19.16% |
$248K - $264K
|
28.5K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
129K+ 272.31% |
$4.76M - $5.05M
|
177K
$6.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
960+ 27.45% |
$35.3K - $37.5K
|
4.46K
$176K
|
|