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 44 institutions that hold shares in the stock, with a total of 1.15 Million shares, which have been reported (via 13F filing form) to have a value of $44.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
183,293
shares
|
$7.12 Million
3.37% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
135,816
shares
|
$5.28 Million
0.04% of portfolio
|
Q1 2024
Added 30.28%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
98,534
shares
|
$3.83 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.26%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
97,930
shares
|
$3.8 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2024 Q1 2024 |
69,851
shares
|
$2.71 Million
0.43% of portfolio
|
Q1 2024
Added 8.11%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
60,531
shares
|
$2.35 Million
0.09% of portfolio
|
Q3 2023
Added 2.48%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
56,362
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
53,588
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2024
Reduced 32.17%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
35,364
shares
|
$1.37 Million
0.04% of portfolio
|
Q1 2024
Reduced 12.04%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
28,783
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
26,724
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Reduced 36.19%
|
|
Sloy Dahl & Holst, LLC
|
Apr 18, 2024 Q1 2024 |
24,530
shares
|
$952,990
0.22% of portfolio
|
Q2 2022
New holding
|
|
Retirement Guys Formula LLC
|
Apr 19, 2024 Q1 2024 |
22,434
shares
|
$871,560
0.42% of portfolio
|
Q1 2024
Added 3.09%
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
22,402
shares
|
$870,317
0.24% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
19,213
shares
|
$746,425
0.41% of portfolio
|
Q1 2024
Added 3.66%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
17,797
shares
|
$691,413
0.0% of portfolio
|
Q1 2024
Reduced 87.24%
|
|
Ogorek Anthony Joseph
|
May 03, 2024 Q1 2024 |
15,002
shares
|
$582,827
0.19% of portfolio
|
Q2 2023
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
14,830
shares
|
$576,145
0.0% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
14,234
shares
|
$552,990
0.38% of portfolio
|
Q1 2024
Reduced 18.2%
|
|
Alpha Star Capital Management, LLC
|
May 08, 2024 Q1 2024 |
13,308
shares
|
$517,015
0.05% of portfolio
|
Q2 2023
New holding
|
|
Cambridge Advisors Inc.
|
Apr 16, 2024 Q1 2024 |
12,525
shares
|
$486,596
0.11% of portfolio
|
Q2 2023
Reduced 11.33%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
12,417
shares
|
$482,400
0.0% of portfolio
|
Q1 2024
Added 32.96%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
11,320
shares
|
$439,782
0.0% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,843
shares
|
$421,250
0.01% of portfolio
|
Q2 2021
Added 63.45%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
9,500
shares
|
$369,075
0.01% of portfolio
|
Q1 2024
Reduced 0.03%
|