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 71 institutions that hold shares in the stock, with a total of 2.36 Million shares, which have been reported (via 13F filing form) to have a value of $89 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
24,988
shares
|
$941,297
0.06% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
21,969
shares
|
$827,572
0.0% of portfolio
|
Q3 2024
Added 23.23%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
20,980
shares
|
$790,316
0.09% of portfolio
|
Q4 2024
Reduced 48.3%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
19,268
shares
|
$725,825
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
18,332
shares
|
$690,566
0.24% of portfolio
|
Q3 2023
Reduced 0.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
17,112
shares
|
$644,609
0.02% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
16,741
shares
|
$630,633
0.0% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,500
shares
|
$621,555
0.0% of portfolio
|
Q3 2024
Reduced 55.68%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
14,802
shares
|
$557,591
0.01% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
14,658
shares
|
$552,166
0.02% of portfolio
|
Q4 2024
Reduced 42.14%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
13,148
shares
|
$495,285
0.19% of portfolio
|
Q4 2023
Reduced 50.16%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
13,072
shares
|
$492,422
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,508
shares
|
$471,176
0.62% of portfolio
|
Q3 2022
Added 13.26%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
11,987
shares
|
$451,550
0.26% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
11,927
shares
|
$449,290
0.04% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
10,956
shares
|
$412,712
0.25% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,915
shares
|
$411,168
0.02% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,247
shares
|
$386,004
0.46% of portfolio
|
Q4 2022
Added 36.41%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
10,047
shares
|
$378,470
0.0% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,848
shares
|
$333,304
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
8,614
shares
|
$324,489
0.09% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
8,082
shares
|
$304,448
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
7,847
shares
|
$295,596
0.03% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
7,668
shares
|
$288,853
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
7,542
shares
|
$284,107
0.04% of portfolio
|
Q1 2024
Reduced 44.59%
|