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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,720
shares
|
$65,618
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,560
shares
|
$59,514
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,543
shares
|
$58,865
0.03% of portfolio
|
Q2 2024
Reduced 17.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,169
shares
|
$44,597
0.0% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
1,010
shares
|
$38,531
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
748
shares
|
$28,536
0.0% of portfolio
|
Q3 2024
Added 148.5%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
608
shares
|
$23,195
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
589
shares
|
$22,470
0.0% of portfolio
|
Q3 2024
Reduced 37.74%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
570
shares
|
$21,745
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
300
shares
|
$11,445
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
288
shares
|
$10,987
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
170
shares
|
$6,485
0.0% of portfolio
|
Q2 2024
Reduced 31.45%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
156
shares
|
$5,951
0.14% of portfolio
|
Q3 2024
Reduced 99.88%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
145
shares
|
$5,531
0.0% of portfolio
|
Q3 2024
Reduced 16.18%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
7
shares
|
$267
0.0% of portfolio
|
Q3 2023
Reduced 58.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|