Institutional Ownership First Tr Ex Tr Viii Cboe Vest (DMAR)
This table provides information about the institutional ownership of First Tr Ex Tr Viii Cboe Vest (DMAR). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 2.7 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
220,528
shares
|
$8.28 Million
0.04% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
214,997
shares
|
$8.07 Million
0.01% of portfolio
|
Q1 2025
Added 93.13%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
176,605
shares
|
$6.63 Million
0.0% of portfolio
|
Q1 2025
Added 272.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
158,171
shares
|
$5.94 Million
0.01% of portfolio
|
Q1 2025
Added 192.22%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
139,108
shares
|
$5.22 Million
2.38% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
121,003
shares
|
$4.54 Million
1.7% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
107,843
shares
|
$4.05 Million
0.0% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,657
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
94,420
shares
|
$3.54 Million
3.16% of portfolio
|
Q1 2025
Added 25.55%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
80,906
shares
|
$3.04 Million
0.74% of portfolio
|
Q1 2025
Reduced 28.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
74,779
shares
|
$2.81 Million
0.01% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
71,659
shares
|
$2.69 Million
0.01% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
69,768
shares
|
$2.62 Million
0.26% of portfolio
|
Q1 2025
Reduced 49.68%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
43,963
shares
|
$1.65 Million
0.35% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
38,739
shares
|
$1.45 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
38,324
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
38,256
shares
|
$1.44 Million
0.13% of portfolio
|
Q1 2025
Added 132.07%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
38,167
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
37,295
shares
|
$1.4 Million
0.09% of portfolio
|
Q1 2025
Added 65.79%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
36,512
shares
|
$1.37 Million
0.04% of portfolio
|
Q1 2025
Added 21.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
34,411
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2021
Added 30.69%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
33,836
shares
|
$1.27 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
33,770
shares
|
$1.27 Million
0.12% of portfolio
|
Q1 2025
Reduced 27.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,024
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 69.58%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
32,716
shares
|
$1.23 Million
0.31% of portfolio
|
Q1 2025
Reduced 23.55%
|