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 75 institutions that hold shares in the stock, with a total of 3.9 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,629
shares
|
$302,184
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,426
shares
|
$254,533
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
6,250
shares
|
$247,562
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
6,231
shares
|
$246,809
0.0% of portfolio
|
Q4 2024
Reduced 21.25%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
6,181
shares
|
$244,829
0.0% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
6,026
shares
|
$238,689
0.13% of portfolio
|
Q3 2024
Reduced 72.69%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
5,940
shares
|
$235,283
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,545
shares
|
$219,637
0.0% of portfolio
|
Q4 2024
Reduced 69.7%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,533
shares
|
$219,162
0.01% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
5,362
shares
|
$212,388
0.04% of portfolio
|
Q2 2024
Added 51.43%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
5,157
shares
|
$204,268
0.22% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
4,940
shares
|
$195,673
0.01% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,228
shares
|
$127,861
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,744
shares
|
$108,689
0.0% of portfolio
|
Q4 2024
Reduced 74.46%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,613
shares
|
$103,500
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
2,538
shares
|
$100,530
0.0% of portfolio
|
Q4 2024
Added 75.03%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,392
shares
|
$94,747
0.12% of portfolio
|
Q3 2022
Added 19.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,318
shares
|
$91,815
0.0% of portfolio
|
Q4 2024
Added 265.04%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,245
shares
|
$49,314
0.02% of portfolio
|
Q2 2024
Reduced 21.45%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,215
shares
|
$48,126
0.02% of portfolio
|
Q4 2024
Reduced 53.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,121
shares
|
$44,402
0.0% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
729
shares
|
$28,875
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
678
shares
|
$26,855
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
528
shares
|
$20,914
0.0% of portfolio
|
Q3 2024
Reduced 84.45%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
375
shares
|
$14,853
0.0% of portfolio
|
Q2 2024
New holding
|