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 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
272+ 2.07% |
$9.23K - $10.3K
|
13.4K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
146+ 11.7% |
$4.95K - $5.51K
|
1.39K
$54K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1New |
$33.9 - $37.7
|
1
$38.7
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-66Closed |
$2.24K - $2.49K
|
0
$0
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-73- 0.63% |
$2.48K - $2.75K
|
11.4K
$443K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-85- 1.81% |
$2.88K - $3.21K
|
4.62K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-94- 1.29% |
$3.19K - $3.54K
|
7.18K
$278K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-98- 8.65% |
$3.32K - $3.7K
|
1.04K
$40.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-298- 0.25% |
$10.1K - $11.2K
|
118K
$4.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-488- 7.21% |
$16.6K - $18.4K
|
6.28K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-557- 2.59% |
$18.9K - $21K
|
20.9K
$811K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-630- 0.86% |
$21.4K - $23.8K
|
72.3K
$2.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-770- 12.05% |
$26.1K - $29K
|
5.62K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.1K- 2.95% |
$37.2K - $41.4K
|
36.1K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.14K- 15.12% |
$38.7K - $43K
|
6.4K
$248K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.5K- 5.78% |
$50.9K - $56.6K
|
24.5K
$947K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.93K- 19.14% |
$99.4K - $111K
|
12.4K
$480K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.19K- 2.27% |
$108K - $120K
|
137K
$5.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.26K- 82.42% |
$111K - $123K
|
695
$26.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-3.3K- 5.87% |
$112K - $124K
|
52.9K
$2.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.67K- 30.68% |
$125K - $139K
|
8.3K
$322K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.4K- 68.7% |
$285K - $317K
|
3.83K
$148K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-8.68K- 15.34% |
$294K - $327K
|
47.9K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-10.1K- 12.52% |
$341K - $379K
|
70.2K
$2.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-37.1K- 53.7% |
$1.26M - $1.4M
|
32K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-45.9K- 78.13% |
$1.56M - $1.73M
|
12.9K
$498K
|