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 109 institutions that hold shares in the stock, with a total of 2.97 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 |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
12,148
shares
|
$497,946
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
11,186
shares
|
$458,514
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
10,736
shares
|
$440,068
0.12% of portfolio
|
Q2 2025
Reduced 42.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,240
shares
|
$419,737
0.01% of portfolio
|
Q1 2025
Reduced 66.94%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
10,018
shares
|
$410,637
0.23% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
9,982
shares
|
$409,162
0.03% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
9,937
shares
|
$407,317
0.0% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
9,355
shares
|
$383,461
0.0% of portfolio
|
Q3 2025
Reduced 38.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,696
shares
|
$356,449
0.01% of portfolio
|
Q3 2025
Reduced 38.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
8,386
shares
|
$343,742
0.0% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,207
shares
|
$336,404
0.0% of portfolio
|
Q2 2025
Added 45.93%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
8,060
shares
|
$330,379
0.23% of portfolio
|
Q3 2025
Reduced 26.48%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,015
shares
|
$328,534
0.0% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
7,978
shares
|
$327,018
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
7,960
shares
|
$326,280
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
7,815
shares
|
$320,336
0.01% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,925
shares
|
$283,855
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
6,728
shares
|
$275,780
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
6,602
shares
|
$270,615
0.24% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,560
shares
|
$268,894
0.0% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Oct 27, 2025 Q3 2025 |
6,478
shares
|
$265,533
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
6,332
shares
|
$259,548
0.18% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
6,322
shares
|
$259,138
0.03% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
6,255
shares
|
$256,392
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
6,251
shares
|
$256,228
0.0% of portfolio
|
Q3 2025
Reduced 0.86%
|
|