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 66 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $84.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
241,403
shares
|
$8.64 Million
0.01% of portfolio
|
Q2 2024
Added 3572.65%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
190,663
shares
|
$6.82 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
165,175
shares
|
$5.91 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
157,040
shares
|
$5.62 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.16%
|
|
|
Hartford Financial Management Inc.
|
Aug 09, 2024 Q2 2024 |
141,805
shares
|
$5.08 Million
1.11% of portfolio
|
Q2 2024
Reduced 35.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
122,772
shares
|
$4.39 Million
0.05% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
100,444
shares
|
$3.59 Million
0.01% of portfolio
|
Q2 2024
Added 851.99%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jul 17, 2024 Q2 2024 |
97,982
shares
|
$3.51 Million
1.64% of portfolio
|
Q2 2024
Reduced 18.94%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
83,991
shares
|
$3.01 Million
0.0% of portfolio
|
Q2 2024
Added 28.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
67,176
shares
|
$2.4 Million
0.08% of portfolio
|
Q2 2024
Added 10.3%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 14, 2024 Q2 2024 |
63,422
shares
|
$2.27 Million
0.84% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
59,906
shares
|
$2.14 Million
0.07% of portfolio
|
Q2 2021
Added 54.56%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
59,751
shares
|
$2.14 Million
0.73% of portfolio
|
Q1 2024
Reduced 14.23%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
57,285
shares
|
$2.05 Million
0.02% of portfolio
|
Q2 2024
Added 120.17%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
48,844
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2024
Added 104.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
45,813
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2024
Added 1.75%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
39,899
shares
|
$1.43 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
37,229
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
36,047
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
32,983
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2024
Reduced 57.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
32,901
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
32,741
shares
|
$1.17 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
30,134
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2024
Added 10473.33%
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
28,230
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
26,027
shares
|
$931,506
0.0% of portfolio
|
Q2 2024
Reduced 10.24%
|