Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST EX TR FD FT CBOE VEST US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.32K- 3.65% |
$195K - $202K
|
141K
$5.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-5.96K- 6.91% |
$218K - $226K
|
80.3K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-8.18K- 24.96% |
$299K - $310K
|
24.6K
$915K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.27K- 56.43% |
$303K - $314K
|
6.39K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-9.74K- 20.73% |
$356K - $369K
|
37.2K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.7KClosed |
$392K - $406K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.6K- 50.75% |
$461K - $478K
|
12.2K
$455K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-19.5K- 21.09% |
$713K - $739K
|
72.9K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.5K- 18.96% |
$860K - $891K
|
100K
$3.74M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-27.2K- 50.98% |
$994K - $1.03M
|
26.1K
$972K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-28.2K- 52.83% |
$1.03M - $1.07M
|
25.1K
$935K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-52.3K- 50.25% |
$1.91M - $1.98M
|
51.8K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-121K- 63.82% |
$4.42M - $4.58M
|
68.5K
$2.55M
|