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 91 institutions that hold shares in the stock, with a total of 3.21 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
588,707
shares
|
$22.5 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
201,288
shares
|
$7.68 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
150,623
shares
|
$5.75 Million
2.04% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
147,769
shares
|
$5.64 Million
0.79% of portfolio
|
Q3 2024
Added 803.29%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
141,874
shares
|
$5.41 Million
2.24% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
122,914
shares
|
$4.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
121,003
shares
|
$4.62 Million
1.7% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
116,127
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
109,589
shares
|
$4.18 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
109,524
shares
|
$4.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,657
shares
|
$3.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
78,538
shares
|
$3 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.5%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
64,250
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
59,835
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 80.43%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
57,181
shares
|
$2.18 Million
0.05% of portfolio
|
Q3 2024
Added 245.78%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
54,792
shares
|
$2.09 Million
0.49% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
52,219
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
50,858
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
47,128
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
41,000
shares
|
$1.56 Million
0.05% of portfolio
|
Q1 2024
Added 9.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
40,325
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2024
Added 49.74%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
39,702
shares
|
$1.51 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
35,226
shares
|
$1.34 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
34,411
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2021
Added 30.69%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
33,660
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.21%
|