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 74 institutions that hold shares in the stock, with a total of 3.74 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
591,903
shares
|
$23.2 Million
7.67% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
492,977
shares
|
$19.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
304,085
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 38.85%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
273,519
shares
|
$10.7 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
248,363
shares
|
$9.75 Million
2.51% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
216,995
shares
|
$8.51 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,356
shares
|
$7.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
119,042
shares
|
$4.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
111,561
shares
|
$4.38 Million
1.94% of portfolio
|
Q1 2025
Reduced 25.03%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
83,592
shares
|
$3.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
75,558
shares
|
$2.96 Million
0.44% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
75,373
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Added 34.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
71,009
shares
|
$2.79 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
59,113
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2025
Added 23.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
58,282
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
49,586
shares
|
$1.95 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
38,141
shares
|
$1.5 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
34,933
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Added 39.53%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
34,277
shares
|
$1.35 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
29,831
shares
|
$1.17 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
28,841
shares
|
$1.13 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
28,466
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Added 3804.8%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
26,434
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
25,947
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 18.89%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
24,215
shares
|
$950,196
0.14% of portfolio
|
Q3 2024
Reduced 1.28%
|