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 3.12 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
251,388
shares
|
$9.71 Million
0.0% of portfolio
|
Q2 2025
Added 267.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
233,580
shares
|
$9.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
183,834
shares
|
$7.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
157,978
shares
|
$6.1 Million
0.01% of portfolio
|
Q2 2025
Added 205.14%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
148,543
shares
|
$5.74 Million
4.54% of portfolio
|
Q3 2025
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
148,471
shares
|
$5.73 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
136,993
shares
|
$5.29 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
120,627
shares
|
$4.66 Million
0.01% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
118,142
shares
|
$4.56 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,029
shares
|
$4.02 Million
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
82,740
shares
|
$3.2 Million
0.0% of portfolio
|
Q2 2025
Added 65.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
74,242
shares
|
$2.87 Million
0.08% of portfolio
|
Q2 2025
Added 50.11%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
72,310
shares
|
$2.79 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
70,234
shares
|
$2.71 Million
0.8% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
67,410
shares
|
$2.6 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
61,095
shares
|
$2.36 Million
0.17% of portfolio
|
Q3 2025
Added 44.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
59,906
shares
|
$2.31 Million
0.07% of portfolio
|
Q2 2021
Added 54.56%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
59,531
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2025
Added 33.32%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
51,942
shares
|
$2.01 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
46,906
shares
|
$1.81 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
46,476
shares
|
$1.79 Million
0.14% of portfolio
|
Q2 2025
Added 77.86%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
45,975
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
44,945
shares
|
$1.74 Million
0.4% of portfolio
|
Q2 2025
Added 82.71%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
36,137
shares
|
$1.4 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
35,858
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2025
Added 23.52%
|