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 93 institutions that hold shares in the stock, with a total of 3.2 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,247
shares
|
$397,891
0.46% of portfolio
|
Q4 2022
Added 36.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,118
shares
|
$392,881
0.0% of portfolio
|
Q3 2025
Added 40.88%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
10,000
shares
|
$388,300
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
9,823
shares
|
$381,427
0.27% of portfolio
|
Q3 2025
Reduced 20.68%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
9,096
shares
|
$353,197
0.22% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
8,913
shares
|
$346,091
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,668
shares
|
$336,578
0.01% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,464
shares
|
$328,657
0.0% of portfolio
|
Q3 2025
Reduced 35.27%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
8,300
shares
|
$322,289
0.16% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
7,254
shares
|
$281,672
0.25% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
7,190
shares
|
$279,187
0.06% of portfolio
|
Q2 2024
Reduced 57.4%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
7,171
shares
|
$278,449
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
7,077
shares
|
$274,799
0.0% of portfolio
|
Q3 2025
Reduced 69.83%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
7,022
shares
|
$272,664
0.03% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
7,017
shares
|
$272,470
0.02% of portfolio
|
Q3 2025
Reduced 13.02%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
6,965
shares
|
$270,450
0.1% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
6,402
shares
|
$248,589
0.03% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
6,183
shares
|
$240,085
0.25% of portfolio
|
Q3 2025
Reduced 59.67%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,069
shares
|
$235,659
0.0% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
5,763
shares
|
$223,777
0.06% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,620
shares
|
$218,224
0.01% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
5,620
shares
|
$218,224
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,470
shares
|
$212,400
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,621
shares
|
$179,433
0.0% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,566
shares
|
$138,467
0.0% of portfolio
|
Q3 2025
Added 413.09%
|
|