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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,024
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 69.58%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
31,323
shares
|
$1.19 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,470
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.78%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
26,115
shares
|
$996,287
0.16% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
19,664
shares
|
$750,181
0.06% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
19,240
shares
|
$734,006
0.03% of portfolio
|
Q2 2024
Added 4.98%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
19,156
shares
|
$730,801
0.25% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
18,730
shares
|
$714,549
0.04% of portfolio
|
Q1 2024
Added 62.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,447
shares
|
$703,753
0.0% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
18,194
shares
|
$694,101
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
18,054
shares
|
$688,760
0.0% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,461
shares
|
$666,137
0.0% of portfolio
|
Q3 2024
Added 21.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
16,046
shares
|
$612,154
0.0% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
15,013
shares
|
$572,745
0.02% of portfolio
|
Q2 2024
Added 5.53%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
14,827
shares
|
$565,650
0.3% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
14,628
shares
|
$558,058
0.0% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
14,303
shares
|
$545,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
13,417
shares
|
$511,858
0.39% of portfolio
|
Q1 2024
Reduced 23.89%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
12,445
shares
|
$474,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
12,318
shares
|
$469,931
0.0% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
12,148
shares
|
$463,446
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
11,733
shares
|
$447,613
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
11,134
shares
|
$424,762
0.01% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$419,650
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
10,819
shares
|
$412,744
0.04% of portfolio
|
Q2 2024
Added 36.53%
|