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 74 institutions that hold shares in the stock, with a total of 2.42 Million shares, which have been reported (via 13F filing form) to have a value of $91.4 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
|
$8.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
189,201
shares
|
$7.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
145,906
shares
|
$5.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
138,309
shares
|
$5.22 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
123,975
shares
|
$4.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
116,380
shares
|
$4.39 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,029
shares
|
$3.92 Million
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
92,429
shares
|
$3.49 Million
1.47% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
79,044
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
63,034
shares
|
$2.38 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
59,906
shares
|
$2.26 Million
0.07% of portfolio
|
Q2 2021
Added 54.56%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
58,210
shares
|
$2.2 Million
0.42% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
56,560
shares
|
$2.13 Million
0.67% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
55,180
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
53,318
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
50,440
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 24.91%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
46,969
shares
|
$1.77 Million
0.62% of portfolio
|
Q4 2024
Added 144.06%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
46,352
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
45,516
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
37,952
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Added 25.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
32,660
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
31,651
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
31,408
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 70.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,184
shares
|
$987,660
0.0% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
26,057
shares
|
$982,870
0.38% of portfolio
|
Q2 2024
New holding
|