Institutional Ownership First Ex Tr Fd Ft Cboe Vest Us (DAPR)
This table provides information about the institutional ownership of First Ex Tr Fd Ft Cboe Vest Us (DAPR). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
26,184
shares
|
$978,234
0.0% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
26,057
shares
|
$973,489
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
24,823
shares
|
$927,387
0.01% of portfolio
|
Q4 2024
Reduced 55.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
21,621
shares
|
$807,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
20,980
shares
|
$783,812
0.09% of portfolio
|
Q4 2024
Reduced 48.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
20,710
shares
|
$773,725
0.0% of portfolio
|
Q4 2024
Reduced 19.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
19,908
shares
|
$743,762
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
19,268
shares
|
$719,852
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
18,332
shares
|
$684,883
0.24% of portfolio
|
Q3 2023
Reduced 0.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
17,112
shares
|
$639,304
0.02% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,096
shares
|
$638,706
0.0% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
16,877
shares
|
$630,524
0.06% of portfolio
|
Q4 2024
Added 90.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
16,764
shares
|
$626,303
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
16,099
shares
|
$601,458
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
15,838
shares
|
$591,707
0.01% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
14,658
shares
|
$547,622
0.02% of portfolio
|
Q4 2024
Reduced 42.14%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
13,148
shares
|
$491,209
0.19% of portfolio
|
Q4 2023
Reduced 50.16%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
13,072
shares
|
$488,369
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
12,995
shares
|
$485,493
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,508
shares
|
$467,298
0.62% of portfolio
|
Q3 2022
Added 13.26%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
11,980
shares
|
$447,572
0.26% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
11,927
shares
|
$445,592
0.03% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
11,243
shares
|
$420,038
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
10,956
shares
|
$409,316
0.25% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
10,708
shares
|
$400,050
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|