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 83 institutions that hold shares in the stock, with a total of 2.47 Million shares, which have been reported (via 13F filing form) to have a value of $91.3 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
|
$8.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
163,933
shares
|
$6.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
140,583
shares
|
$5.21 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
138,860
shares
|
$5.14 Million
1.12% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
118,440
shares
|
$4.39 Million
0.06% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,029
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
100,465
shares
|
$3.72 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
80,289
shares
|
$2.97 Million
1.16% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
72,940
shares
|
$2.7 Million
1.19% of portfolio
|
Q1 2025
Reduced 21.09%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
69,060
shares
|
$2.56 Million
0.96% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
68,467
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 63.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
59,906
shares
|
$2.22 Million
0.07% of portfolio
|
Q2 2021
Added 54.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
58,777
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Added 171.85%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
56,560
shares
|
$2.09 Million
0.69% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
56,184
shares
|
$2.08 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
51,772
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 50.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
49,982
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Added 14.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
49,458
shares
|
$1.83 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
44,654
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
38,840
shares
|
$1.44 Million
0.13% of portfolio
|
Q1 2025
Added 130.14%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
37,787
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
37,234
shares
|
$1.38 Million
0.5% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
31,451
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
29,031
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
26,184
shares
|
$969,593
0.0% of portfolio
|
Q3 2024
Reduced 20.61%
|