Institutional Ownership First Tr Ex Tr Fd Viii Cboe Ve (DMAY)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Cboe Ve (DMAY). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 3.4 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
636,612
shares
|
$25.5 Million
8.51% of portfolio
|
Q2 2024
Added 4143.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
304,085
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
266,363
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2024
Added 171.99%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
220,521
shares
|
$8.85 Million
0.05% of portfolio
|
Q2 2024
Added 62.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,356
shares
|
$8.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
159,800
shares
|
$6.41 Million
2.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
152,186
shares
|
$6.11 Million
2.7% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
121,993
shares
|
$4.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
115,453
shares
|
$4.63 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
103,553
shares
|
$4.16 Million
0.01% of portfolio
|
Q2 2024
Added 93.24%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
89,328
shares
|
$3.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
72,220
shares
|
$2.9 Million
0.45% of portfolio
|
Q2 2024
Added 3.39%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
56,474
shares
|
$2.27 Million
0.08% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
55,707
shares
|
$2.24 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
54,208
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 81.12%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
48,086
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2024
Added 79.94%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
38,178
shares
|
$1.53 Million
0.94% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,230
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
28,066
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 36.6%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
24,215
shares
|
$971,747
0.18% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
22,026
shares
|
$883,903
0.21% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
20,241
shares
|
$812,271
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
18,648
shares
|
$748,344
0.38% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
17,989
shares
|
$721,898
0.03% of portfolio
|
Q3 2024
Added 26.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
16,821
shares
|
$675,026
0.07% of portfolio
|
Q2 2024
Added 338.96%
|