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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
6,113
shares
|
$250,571
0.02% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
6,070
shares
|
$248,809
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
5,995
shares
|
$245,735
0.16% of portfolio
|
Q3 2025
Reduced 24.73%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,903
shares
|
$241,963
0.01% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,782
shares
|
$237,004
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
5,702
shares
|
$233,724
0.19% of portfolio
|
Q3 2025
Reduced 41.41%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
5,698
shares
|
$233,561
0.01% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
5,689
shares
|
$233,192
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
5,433
shares
|
$222,698
0.06% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,245
shares
|
$214,992
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
5,244
shares
|
$214,951
0.09% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
5,000
shares
|
$204,950
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
4,974
shares
|
$203,884
0.13% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,922
shares
|
$201,752
0.0% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
4,457
shares
|
$182,692
0.02% of portfolio
|
Q1 2025
Added 27.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,005
shares
|
$164,164
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
2,200
shares
|
$90,178
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,055
shares
|
$84,234
0.1% of portfolio
|
Q3 2022
Added 11.68%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,560
shares
|
$63,944
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,316
shares
|
$53,942
0.0% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,250
shares
|
$51,237
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
1,010
shares
|
$41,399
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,000
shares
|
$40,990
0.0% of portfolio
|
Q3 2025
Reduced 39.1%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
945
shares
|
$38,735
0.0% of portfolio
|
Q3 2025
Reduced 28.79%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
873
shares
|
$35,784
0.01% of portfolio
|
Q1 2025
Reduced 43.42%
|
|