Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST EX TR FD FT CBOE VEST US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 139.39% |
$4M - $4.12M
|
189K
$7.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.4K+ 218.66% |
$2.59M - $2.67M
|
104K
$3.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.3KNew |
$1.94M - $2M
|
53.3K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
27.7K+ 144.06% |
$1.01M - $1.04M
|
47K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.9KNew |
$723K - $745K
|
19.9K
$754K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
13.1KNew |
$475K - $489K
|
13.1K
$495K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
13KNew |
$472K - $486K
|
13K
$492K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.2KNew |
$408K - $421K
|
11.2K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
8.37K+ 16.78% |
$304K - $313K
|
58.2K
$2.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.03K+ 90.74% |
$291K - $301K
|
16.9K
$639K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.66K+ 25.3% |
$278K - $287K
|
38K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
7.3KNew |
$265K - $273K
|
7.3K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.39KNew |
$232K - $239K
|
6.39K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.37KNew |
$231K - $238K
|
6.37K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.43KNew |
$197K - $203K
|
5.43K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.42K+ 3.84% |
$87.8K - $90.5K
|
65.5K
$2.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.07K+ 2.3% |
$38.7K - $39.9K
|
47.4K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.04K+ 7.0% |
$37.6K - $38.8K
|
15.8K
$599K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
848New |
$30.8K - $31.7K
|
848
$32.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
487+ 4.85% |
$17.7K - $18.2K
|
10.5K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
49New |
$1.78K - $1.83K
|
49
$1.85K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23+ 0.14% |
$835 - $861
|
16.8K
$635K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-54- 0.84% |
$1.96K - $2.02K
|
6.36K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-207- 1.9% |
$7.51K - $7.75K
|
10.7K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-245- 0.18% |
$8.89K - $9.17K
|
138K
$5.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-497- 6.86% |
$18K - $18.6K
|
6.75K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-537- 11.95% |
$19.5K - $20.1K
|
3.96K
$150K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-583- 0.5% |
$21.2K - $21.8K
|
116K
$4.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-700- 1.39% |
$25.4K - $26.2K
|
49.7K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-882- 13.84% |
$32K - $33K
|
5.49K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.1K- 3.36% |
$39.9K - $41.2K
|
31.7K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.79K- 3.93% |
$64.9K - $66.9K
|
43.7K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.78K- 3.93% |
$137K - $142K
|
92.4K
$3.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.87K- 3.87% |
$213K - $220K
|
146K
$5.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.7K- 42.14% |
$387K - $400K
|
14.7K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.1K- 12.77% |
$659K - $679K
|
124K
$4.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-19.6K- 48.3% |
$712K - $734K
|
21K
$794K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.6K- 10.87% |
$746K - $770K
|
169K
$6.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.4K- 55.01% |
$1.1M - $1.14M
|
24.8K
$940K
|