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 3.25 Million shares, which have been reported (via 13F filing form) to have a value of $126 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,508
shares
|
$483,058
0.62% of portfolio
|
Q3 2022
Added 13.26%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
12,410
shares
|
$479,274
0.16% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
11,438
shares
|
$441,735
0.25% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
11,158
shares
|
$430,921
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
10,776
shares
|
$416,169
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,247
shares
|
$395,739
0.46% of portfolio
|
Q4 2022
Added 36.41%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
10,000
shares
|
$386,200
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
9,823
shares
|
$379,364
0.27% of portfolio
|
Q3 2025
Reduced 20.68%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
9,156
shares
|
$353,604
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
8,913
shares
|
$344,220
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
8,723
shares
|
$336,882
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,668
shares
|
$334,758
0.01% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,464
shares
|
$326,879
0.0% of portfolio
|
Q3 2025
Reduced 35.27%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
8,303
shares
|
$320,661
0.17% of portfolio
|
Q2 2025
Reduced 30.68%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
8,067
shares
|
$311,547
0.03% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
7,254
shares
|
$280,149
0.25% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
7,190
shares
|
$277,677
0.06% of portfolio
|
Q2 2024
Reduced 57.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,182
shares
|
$277,368
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
7,038
shares
|
$271,807
0.03% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
6,965
shares
|
$268,988
0.1% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,911
shares
|
$266,902
0.08% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
6,402
shares
|
$247,245
0.03% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
6,183
shares
|
$238,787
0.25% of portfolio
|
Q3 2025
Reduced 59.67%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,069
shares
|
$234,384
0.0% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
5,763
shares
|
$222,567
0.06% of portfolio
|
Q3 2025
Reduced 1.71%
|