Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
235K+ 3572.65% |
$7.82M - $8.3M
|
241K
$9.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
89.9K+ 851.99% |
$2.99M - $3.18M
|
100K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
63.4KNew |
$2.11M - $2.24M
|
63.4K
$2.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
39.9KNew |
$1.33M - $1.41M
|
39.9K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
32.7KNew |
$1.09M - $1.16M
|
32.7K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
31.3K+ 120.17% |
$1.04M - $1.1M
|
57.3K
$2.14M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
29.8K+ 10473.33% |
$994K - $1.05M
|
30.1K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.2KNew |
$940K - $998K
|
28.2K
$1.05M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
26.1KNew |
$867K - $921K
|
26.1K
$973K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
25.3KNew |
$843K - $895K
|
25.3K
$946K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.9K+ 104.34% |
$830K - $881K
|
48.8K
$1.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.4K+ 28.06% |
$613K - $650K
|
84K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.2KNew |
$439K - $466K
|
13.2K
$492K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
12.2KNew |
$407K - $432K
|
12.2K
$457K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.67KNew |
$255K - $271K
|
7.67K
$286K
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
7.61K+ 112.32% |
$253K - $269K
|
14.4K
$537K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.14KNew |
$238K - $252K
|
7.14K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.8KNew |
$226K - $240K
|
6.8K
$254K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
6.46K+ 129.16% |
$215K - $228K
|
11.5K
$428K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.42KNew |
$214K - $227K
|
6.42K
$240K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.27K+ 10.3% |
$209K - $222K
|
67.2K
$2.51M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
4.51K+ 66.99% |
$150K - $159K
|
11.2K
$419K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.87K+ 1927.52% |
$95.6K - $101K
|
3.02K
$113K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.4K+ 28.62% |
$79.9K - $84.8K
|
10.8K
$403K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.07KNew |
$35.7K - $37.8K
|
1.07K
$40K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
789+ 1.75% |
$26.3K - $27.9K
|
45.8K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
726+ 4.25% |
$24.2K - $25.7K
|
17.8K
$666K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
477+ 2.09% |
$15.9K - $16.9K
|
23.3K
$868K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
170+ 2.43% |
$5.66K - $6.01K
|
7.17K
$268K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
103+ 1.09% |
$3.43K - $3.64K
|
9.53K
$356K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$832 - $884
|
25
$933
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-15- 0.11% |
$499 - $530
|
13.4K
$499K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-38- 0.56% |
$1.27K - $1.34K
|
6.71K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-157- 11.19% |
$5.23K - $5.55K
|
1.25K
$46.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-408- 55.66% |
$13.6K - $14.4K
|
325
$12.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-751- 10.0% |
$25K - $26.5K
|
6.76K
$252K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-981- 5.42% |
$32.7K - $34.7K
|
17.1K
$639K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.47K- 26.4% |
$49K - $52K
|
4.1K
$153K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.5K- 7.19% |
$50K - $53K
|
19.4K
$723K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.87K- 1.12% |
$62.2K - $66K
|
165K
$6.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.97K- 7.38% |
$98.8K - $105K
|
37.2K
$1.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.97K- 10.24% |
$98.9K - $105K
|
26K
$972K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3KClosed |
$99.9K - $106K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.51K- 23.17% |
$117K - $124K
|
11.6K
$434K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.57K- 9.0% |
$119K - $126K
|
36K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.73K- 40.13% |
$124K - $132K
|
5.56K
$208K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.28K- 2.2% |
$143K - $151K
|
191K
$7.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.12K- 34.52% |
$204K - $216K
|
11.6K
$433K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.95K- 6.08% |
$265K - $281K
|
123K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-9.69K- 57.4% |
$323K - $342K
|
7.19K
$268K
|