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 91 institutions that hold shares in the stock, with a total of 3.09 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
12,776
shares
|
$492,003
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
12,508
shares
|
$481,683
0.62% of portfolio
|
Q3 2022
Added 13.26%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
12,384
shares
|
$476,907
0.34% of portfolio
|
Q2 2025
Reduced 19.14%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
11,438
shares
|
$440,477
0.25% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
10,776
shares
|
$414,983
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,247
shares
|
$394,611
0.46% of portfolio
|
Q4 2022
Added 36.41%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
10,000
shares
|
$385,100
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
9,156
shares
|
$352,597
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
8,913
shares
|
$343,239
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
8,827
shares
|
$339,927
0.25% of portfolio
|
Q2 2025
Added 46.34%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
8,723
shares
|
$335,922
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
8,668
shares
|
$333,804
0.01% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
8,303
shares
|
$319,748
0.17% of portfolio
|
Q2 2025
Reduced 30.68%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
8,067
shares
|
$310,660
0.03% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
7,355
shares
|
$283,241
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,190
shares
|
$276,886
0.06% of portfolio
|
Q2 2024
Reduced 57.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,182
shares
|
$276,578
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
7,171
shares
|
$276,155
0.12% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
7,126
shares
|
$274,422
0.25% of portfolio
|
Q2 2025
Added 20.74%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
7,038
shares
|
$271,033
0.03% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,911
shares
|
$266,142
0.08% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
6,402
shares
|
$246,541
0.03% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
6,279
shares
|
$241,804
0.0% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
5,863
shares
|
$225,784
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
5,620
shares
|
$216,426
0.01% of portfolio
|
Q2 2025
Reduced 12.05%
|