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 $123 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
10,215
shares
|
$391,847
0.0% of portfolio
|
Q3 2024
Reduced 55.2%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
9,573
shares
|
$367,220
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
9,015
shares
|
$345,815
0.0% of portfolio
|
Q3 2024
Reduced 30.38%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,653
shares
|
$331,929
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
8,618
shares
|
$330,586
0.01% of portfolio
|
Q3 2024
Added 45.21%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,365
shares
|
$320,881
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,240
shares
|
$316,086
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
8,104
shares
|
$310,869
0.02% of portfolio
|
Q3 2024
Reduced 80.87%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
7,982
shares
|
$306,189
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
7,728
shares
|
$296,446
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
7,714
shares
|
$295,909
0.28% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
7,032
shares
|
$269,747
0.01% of portfolio
|
Q3 2024
Added 603.2%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,602
shares
|
$253,252
0.03% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
6,417
shares
|
$246,156
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
6,289
shares
|
$241,246
0.05% of portfolio
|
Q3 2024
Reduced 23.67%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
6,255
shares
|
$239,941
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
6,113
shares
|
$234,494
0.02% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
5,799
shares
|
$222,449
0.2% of portfolio
|
Q3 2024
Reduced 16.72%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
5,746
shares
|
$220,416
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,562
shares
|
$213,358
0.01% of portfolio
|
Q3 2024
Reduced 56.42%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,758
shares
|
$144,156
0.01% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,497
shares
|
$134,144
0.01% of portfolio
|
Q3 2024
Reduced 51.83%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
2,500
shares
|
$95,900
0.03% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
2,463
shares
|
$94,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,055
shares
|
$78,829
0.1% of portfolio
|
Q3 2022
Added 11.68%
|