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 65 institutions that hold shares in the stock, with a total of 2.34 Million shares, which have been reported (via 13F filing form) to have a value of $85.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
233,580
shares
|
$8.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
189,201
shares
|
$6.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
157,040
shares
|
$5.72 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
151,775
shares
|
$5.53 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
138,554
shares
|
$5.05 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
122,772
shares
|
$4.48 Million
0.05% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,029
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
96,212
shares
|
$3.51 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
83,991
shares
|
$3.06 Million
0.0% of portfolio
|
Q2 2024
Added 28.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
67,176
shares
|
$2.45 Million
0.08% of portfolio
|
Q2 2024
Added 10.3%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 14, 2024 Q2 2024 |
63,422
shares
|
$2.31 Million
0.84% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
59,906
shares
|
$2.18 Million
0.07% of portfolio
|
Q2 2021
Added 54.56%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
59,751
shares
|
$2.18 Million
0.73% of portfolio
|
Q1 2024
Reduced 14.23%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
57,285
shares
|
$2.09 Million
0.02% of portfolio
|
Q2 2024
Added 120.17%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
49,844
shares
|
$1.82 Million
0.36% of portfolio
|
Q3 2024
Added 52.24%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
48,844
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2024
Added 104.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
45,813
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2024
Added 1.75%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
40,581
shares
|
$1.48 Million
0.17% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
37,229
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
36,047
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
32,983
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 57.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
32,751
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
30,288
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
25,681
shares
|
$936,072
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
25,332
shares
|
$923,351
0.03% of portfolio
|
Q3 2024
Added 0.01%
|