Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
183K+ 267.17% |
$6.2M - $6.9M
|
251K
$9.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
106K+ 205.14% |
$3.6M - $4.01M
|
158K
$6.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
67.4KNew |
$2.29M - $2.54M
|
67.4K
$2.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.9K+ 15.8% |
$878K - $977K
|
190K
$7.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.8K+ 50.11% |
$841K - $935K
|
74.2K
$2.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
20.3K+ 82.71% |
$690K - $767K
|
44.9K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
20.3K+ 77.86% |
$690K - $767K
|
46.5K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.1KNew |
$478K - $532K
|
14.1K
$538K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.8KNew |
$433K - $482K
|
12.8K
$487K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$366K - $406K
|
10.8K
$411K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
10.5K+ 7.59% |
$358K - $398K
|
149K
$5.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
10KNew |
$339K - $377K
|
10K
$381K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.91KNew |
$302K - $336K
|
8.91K
$340K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
8.72KNew |
$296K - $329K
|
8.72K
$333K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
8.27K+ 21.88% |
$280K - $312K
|
46.1K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
7.36KNew |
$249K - $277K
|
7.36K
$280K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.86KNew |
$199K - $221K
|
5.86K
$224K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.8K+ 75.27% |
$197K - $219K
|
13.5K
$515K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.23K+ 38.56% |
$143K - $159K
|
15.2K
$579K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.07K+ 15.56% |
$138K - $154K
|
30.3K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.4K+ 8.74% |
$115K - $128K
|
42.2K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.48K+ 22.45% |
$84K - $93.4K
|
13.5K
$515K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.35K+ 18.89% |
$79.7K - $88.7K
|
14.8K
$564K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.28KNew |
$77.3K - $86K
|
2.28K
$86.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 20.02% |
$74K - $82.2K
|
13.1K
$499K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.22K+ 20.74% |
$41.5K - $46.2K
|
7.13K
$272K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 13.04% |
$33.9K - $37.7K
|
8.67K
$331K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
926+ 5.41% |
$31.4K - $34.9K
|
18K
$688K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
660+ 3.39% |
$22.4K - $24.9K
|
20.1K
$768K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
272+ 2.07% |
$9.23K - $10.3K
|
13.4K
$512K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-85- 1.81% |
$2.88K - $3.21K
|
4.62K
$176K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-98- 8.65% |
$3.32K - $3.7K
|
1.04K
$39.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-298- 0.25% |
$10.1K - $11.2K
|
118K
$4.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-488- 7.21% |
$16.6K - $18.4K
|
6.28K
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-557- 2.59% |
$18.9K - $21K
|
20.9K
$798K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-630- 0.86% |
$21.4K - $23.8K
|
72.3K
$2.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-770- 12.05% |
$26.1K - $29K
|
5.62K
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.14K- 15.12% |
$38.7K - $43K
|
6.4K
$244K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.93K- 19.14% |
$99.4K - $111K
|
12.4K
$472K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.19K- 2.27% |
$108K - $120K
|
137K
$5.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-3.3K- 5.87% |
$112K - $124K
|
52.9K
$2.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.4K- 68.7% |
$285K - $317K
|
3.83K
$146K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-8.68K- 15.34% |
$294K - $327K
|
47.9K
$1.83M
|