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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
8,784
shares
|
$326,676
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,478
shares
|
$315,296
0.0% of portfolio
|
Q1 2025
Added 44521.05%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
7,703
shares
|
$286,474
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
7,668
shares
|
$285,172
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
7,574
shares
|
$281,677
0.03% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
7,542
shares
|
$280,486
0.04% of portfolio
|
Q1 2024
Reduced 44.59%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,276
shares
|
$270,594
0.0% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
7,190
shares
|
$267,396
0.07% of portfolio
|
Q2 2024
Reduced 57.4%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
7,171
shares
|
$266,689
0.13% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
7,165
shares
|
$266,466
0.08% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
6,911
shares
|
$257,020
0.08% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
6,767
shares
|
$251,664
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,390
shares
|
$237,644
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,386
shares
|
$237,495
0.01% of portfolio
|
Q1 2025
Reduced 56.43%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
6,281
shares
|
$233,590
0.03% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
6,032
shares
|
$224,330
0.18% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
5,902
shares
|
$219,495
0.22% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,706
shares
|
$175,016
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
3,954
shares
|
$147,049
0.0% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
3,000
shares
|
$111,570
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,248
shares
|
$46,413
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,133
shares
|
$42,136
0.02% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,120
shares
|
$41,652
0.0% of portfolio
|
Q1 2025
Reduced 55.06%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
848
shares
|
$31,537
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
695
shares
|
$25,847
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|