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 $91.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
26,130
shares
|
$971,774
0.09% of portfolio
|
Q1 2025
Reduced 50.98%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
25,957
shares
|
$965,340
0.2% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
25,148
shares
|
$935,254
0.0% of portfolio
|
Q1 2025
Reduced 52.83%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
24,599
shares
|
$914,836
0.23% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
21,494
shares
|
$799,361
0.09% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,049
shares
|
$745,622
0.0% of portfolio
|
Q1 2025
Added 40816.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
19,474
shares
|
$724,238
0.0% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
18,332
shares
|
$681,767
0.24% of portfolio
|
Q3 2023
Reduced 0.07%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
18,006
shares
|
$669,643
0.01% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
17,609
shares
|
$654,878
0.0% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
17,303
shares
|
$643,498
0.5% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
17,112
shares
|
$636,395
0.03% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
16,732
shares
|
$622,263
0.54% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
13,148
shares
|
$488,974
0.19% of portfolio
|
Q4 2023
Reduced 50.16%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,508
shares
|
$465,172
0.62% of portfolio
|
Q3 2022
Added 13.26%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
12,447
shares
|
$462,903
0.19% of portfolio
|
Q1 2025
Reduced 22.68%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
12,225
shares
|
$454,647
0.0% of portfolio
|
Q1 2025
Reduced 50.75%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
12,015
shares
|
$446,837
0.03% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
11,977
shares
|
$445,424
0.27% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
11,652
shares
|
$433,337
0.03% of portfolio
|
Q1 2025
Added 75.17%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
11,511
shares
|
$428,094
0.27% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
11,033
shares
|
$410,317
0.0% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
10,956
shares
|
$407,453
0.25% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
10,895
shares
|
$405,185
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,247
shares
|
$381,085
0.46% of portfolio
|
Q4 2022
Added 36.41%
|