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 $85.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
25,330
shares
|
$914,919
0.03% of portfolio
|
Q2 2024
New holding
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
22,776
shares
|
$822,669
0.06% of portfolio
|
Q1 2024
Reduced 9.21%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
19,376
shares
|
$699,861
0.0% of portfolio
|
Q2 2024
Reduced 7.19%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
18,384
shares
|
$664,030
0.02% of portfolio
|
Q2 2024
Reduced 56.28%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
18,332
shares
|
$662,151
0.24% of portfolio
|
Q3 2023
Reduced 0.07%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
17,828
shares
|
$643,947
0.0% of portfolio
|
Q2 2024
Added 4.25%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
17,112
shares
|
$618,085
0.02% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
13,173
shares
|
$475,808
0.01% of portfolio
|
Q2 2024
New holding
|
|
True Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
13,148
shares
|
$474,905
0.19% of portfolio
|
Q4 2023
Reduced 50.16%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,508
shares
|
$451,788
0.62% of portfolio
|
Q3 2022
Added 13.26%
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
12,234
shares
|
$441,892
0.04% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
11,626
shares
|
$419,931
0.03% of portfolio
|
Q2 2024
Reduced 23.17%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
11,599
shares
|
$418,955
0.0% of portfolio
|
Q2 2024
Reduced 34.52%
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
11,458
shares
|
$413,862
0.27% of portfolio
|
Q2 2024
Added 129.16%
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
11,232
shares
|
$405,699
0.02% of portfolio
|
Q2 2024
Added 66.99%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
10,785
shares
|
$389,554
0.0% of portfolio
|
Q2 2024
Added 28.62%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,247
shares
|
$370,121
0.46% of portfolio
|
Q4 2022
Added 36.41%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
9,528
shares
|
$344,151
0.02% of portfolio
|
Q2 2024
Added 1.09%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
8,614
shares
|
$311,137
0.1% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
Lion Street Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
8,119
shares
|
$293,258
0.11% of portfolio
|
Q3 2023
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
7,668
shares
|
$276,968
0.01% of portfolio
|
Q2 2024
New holding
|
|
Lvz, Inc.
|
Jul 24, 2024 Q2 2024 |
7,542
shares
|
$272,417
0.04% of portfolio
|
Q1 2024
Reduced 44.59%
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
7,190
shares
|
$259,702
0.06% of portfolio
|
Q2 2024
Reduced 57.4%
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 19, 2024 Q2 2024 |
7,171
shares
|
$259,016
0.14% of portfolio
|
Q2 2024
Added 2.43%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
7,136
shares
|
$257,752
0.0% of portfolio
|
Q2 2024
New holding
|