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 72 institutions that hold shares in the stock, with a total of 3.54 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
16,150
shares
|
$645,031
0.01% of portfolio
|
Q2 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
16,091
shares
|
$642,674
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
14,245
shares
|
$568,945
0.02% of portfolio
|
Q2 2024
Added 62.15%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
13,937
shares
|
$556,643
0.01% of portfolio
|
Q2 2024
Added 46.71%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
13,856
shares
|
$553,408
0.0% of portfolio
|
Q2 2024
New holding
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
13,308
shares
|
$531,521
0.05% of portfolio
|
Q2 2023
New holding
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
12,867
shares
|
$513,907
0.0% of portfolio
|
Q2 2024
New holding
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
12,582
shares
|
$502,525
0.04% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Advisors Inc.
|
Jul 11, 2024 Q2 2024 |
12,525
shares
|
$500,248
0.11% of portfolio
|
Q2 2023
Reduced 11.33%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
11,905
shares
|
$475,485
0.01% of portfolio
|
Q2 2024
Added 69.9%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
11,320
shares
|
$452,120
0.0% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,843
shares
|
$433,069
0.01% of portfolio
|
Q2 2021
Added 63.45%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
10,231
shares
|
$408,626
0.01% of portfolio
|
Q2 2024
New holding
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 17, 2024 Q2 2024 |
9,563
shares
|
$381,946
0.15% of portfolio
|
Q2 2024
New holding
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2024 Q2 2024 |
9,500
shares
|
$379,430
0.02% of portfolio
|
Q2 2024
Reduced 18.64%
|
|
Spectrum Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
9,205
shares
|
$367,647
0.17% of portfolio
|
Q2 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
9,153
shares
|
$365,570
0.04% of portfolio
|
Q2 2024
New holding
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jul 19, 2024 Q2 2024 |
9,066
shares
|
$362,096
0.25% of portfolio
|
Q2 2024
New holding
|
|
Santori & Peters, Inc.
|
Jul 22, 2024 Q2 2024 |
8,737
shares
|
$348,955
0.14% of portfolio
|
Q2 2024
New holding
|
|
Sage Capital Advisors,Llc
|
Jul 09, 2024 Q2 2024 |
8,656
shares
|
$345,720
0.1% of portfolio
|
Q2 2024
New holding
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
8,136
shares
|
$324,951
0.03% of portfolio
|
Q1 2024
Reduced 11.91%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jul 17, 2024 Q2 2024 |
7,920
shares
|
$316,324
0.11% of portfolio
|
Q2 2024
New holding
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 16, 2024 Q2 2024 |
7,124
shares
|
$284,532
0.12% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
7,106
shares
|
$283,813
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
6,645
shares
|
$265,401
0.0% of portfolio
|
Q2 2024
New holding
|