Latest Institutional Purchases of First Tr Ex Tr Viii Cboe Vest (DMAR)
This list provides information on the latest institutional transactions involving First Tr Ex Tr Viii Cboe Vest (DMAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
672+ 1.99% |
$23.9K - $26.6K
|
34.4K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
529+ 3.66% |
$18.8K - $20.9K
|
15K
$594K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
205+ 2.27% |
$7.29K - $8.11K
|
9.22K
$365K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
129K+ 272.31% |
$4.76M - $5.05M
|
177K
$6.99M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104K+ 192.22% |
$3.83M - $4.07M
|
158K
$6.26M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
104K+ 93.13% |
$3.82M - $4.05M
|
215K
$8.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
23.3KNew |
$858K - $911K
|
23.3K
$923K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21.8K+ 132.07% |
$802K - $851K
|
38.3K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.5KNew |
$792K - $841K
|
21.5K
$852K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
19.2K+ 25.55% |
$707K - $751K
|
94.4K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.7K+ 7.68% |
$579K - $615K
|
221K
$8.73M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.8K+ 65.79% |
$545K - $579K
|
37.3K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.6K+ 15.61% |
$536K - $569K
|
108K
$4.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.67KNew |
$319K - $339K
|
8.67K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.98KNew |
$294K - $312K
|
7.98K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.96KNew |
$293K - $311K
|
7.96K
$315K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.46K+ 21.51% |
$238K - $253K
|
36.5K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.4KNew |
$235K - $250K
|
6.4K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.29KNew |
$232K - $246K
|
6.29K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.29KNew |
$231K - $246K
|
6.29K
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
5.69KNew |
$209K - $222K
|
5.69K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.62KNew |
$207K - $220K
|
5.62K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.57KNew |
$205K - $218K
|
5.57K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5.31K+ 13.74% |
$196K - $208K
|
44K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.52K+ 19.92% |
$130K - $138K
|
21.2K
$839K
|
|
|
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
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
960+ 27.45% |
$35.3K - $37.5K
|
4.46K
$176K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
802+ 6.15% |
$29.5K - $31.4K
|
13.8K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
653+ 11.48% |
$24K - $25.5K
|
6.34K
$251K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
639+ 3.27% |
$23.5K - $25K
|
20.2K
$800K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500+ 1219.51% |
$18.4K - $19.6K
|
541
$21.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
175+ 1.83% |
$6.44K - $6.84K
|
9.75K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
167+ 2.61% |
$6.15K - $6.53K
|
6.56K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 0.76% |
$5.08K - $5.4K
|
18.3K
$726K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
29.3K+ 18755.77% |
$1.09M - $1.13M
|
29.4K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.2K+ 147.58% |
$1.01M - $1.05M
|
45.7K
$1.81M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13.3KNew |
$495K - $513K
|
13.3K
$528K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.8KNew |
$364K - $377K
|
9.8K
$388K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6.48KNew |
$241K - $249K
|
6.48K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.26KNew |
$195K - $203K
|
5.26K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
500New |
$18.6K - $19.2K
|
500
$19.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
359+ 4.29% |
$13.3K - $13.8K
|
8.72K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
341+ 2.74% |
$12.7K - $13.1K
|
12.8K
$506K
|
|
| Q3 2024 | |||||||
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
110KNew |
$3.84M - $4.09M
|
110K
$4.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
18.2KNew |
$638K - $679K
|
18.2K
$720K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.68K+ 45.21% |
$94K - $100K
|
8.62K
$341K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
752+ 12.85% |
$26.4K - $28.1K
|
6.6K
$261K
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
25.4KNew |
$860K - $915K
|
25.4K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
16.9KNew |
$573K - $609K
|
16.9K
$669K
|
|