Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
101KNew |
$3.06M - $3.23M
|
101K
$3.7M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
42.4KNew |
$1.28M - $1.35M
|
42.4K
$1.55M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
42.4KNew |
$1.28M - $1.35M
|
42.4K
$1.55M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22.2K+ 37.04% |
$669K - $708K
|
82.1K
$2.99M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.4K+ 63.3% |
$373K - $395K
|
31.9K
$1.16M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.89K+ 229.4% |
$148K - $156K
|
7.03K
$256K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.78K+ 22.54% |
$144K - $153K
|
26K
$948K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
339+ 4.05% |
$10.2K - $10.8K
|
8.71K
$317K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
195+ 1.59% |
$5.88K - $6.22K
|
12.4K
$454K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10- 1.0% |
$302 - $319
|
990
$36.1K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-100Closed |
$3.02K - $3.19K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-300- 0.13% |
$9.05K - $9.57K
|
228K
$8.32M
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.65KClosed |
$49.7K - $52.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.55K- 98.53% |
$76.9K - $81.4K
|
38
$1.39K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.98K- 15.38% |
$89.9K - $95.1K
|
16.4K
$598K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.1K- 36.64% |
$93.5K - $98.9K
|
5.36K
$195K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.16K- 9.87% |
$95.2K - $101K
|
28.8K
$1.05M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.52KClosed |
$106K - $112K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.81KClosed |
$205K - $217K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-6.83KClosed |
$206K - $218K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.98K- 5.59% |
$211K - $223K
|
118K
$4.3M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-7.49KClosed |
$226K - $239K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.98KClosed |
$271K - $286K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.4KClosed |
$313K - $331K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 47.35% |
$333K - $352K
|
12.3K
$447K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.6KClosed |
$531K - $562K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.6KClosed |
$1.22M - $1.3M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-106KClosed |
$3.19M - $3.37M
|
0
$0
|