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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
10,534
shares
|
$393,550
0.0% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,247
shares
|
$382,827
0.46% of portfolio
|
Q4 2022
Added 36.41%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
8,614
shares
|
$321,819
0.09% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
7,668
shares
|
$286,476
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
7,588
shares
|
$283,487
0.03% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
7,542
shares
|
$281,769
0.04% of portfolio
|
Q1 2024
Reduced 44.59%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
7,302
shares
|
$272,802
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,197
shares
|
$268,879
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
7,190
shares
|
$268,618
0.06% of portfolio
|
Q2 2024
Reduced 57.4%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
7,171
shares
|
$267,908
0.13% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
6,911
shares
|
$258,194
0.08% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
6,753
shares
|
$252,292
0.0% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
6,652
shares
|
$248,518
0.01% of portfolio
|
Q3 2024
Reduced 40.78%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,390
shares
|
$238,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
6,369
shares
|
$237,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
6,362
shares
|
$237,684
0.03% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
5,492
shares
|
$205,181
0.22% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
5,426
shares
|
$202,715
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,736
shares
|
$176,936
0.01% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,958
shares
|
$147,870
0.0% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3,021
shares
|
$112,864
0.01% of portfolio
|
Q2 2024
Added 1927.52%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$112,080
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,492
shares
|
$93,101
0.0% of portfolio
|
Q3 2024
Reduced 39.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,260
shares
|
$47,073
0.0% of portfolio
|
Q1 2024
Reduced 79.87%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,258
shares
|
$46,998
0.0% of portfolio
|
Q4 2024
Added 2.86%
|