Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
59.1KNew |
$1.79M - $1.84M
|
59.1K
$2.21M
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
8.12KNew |
$246K - $253K
|
8.12K
$303K
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.91K+ 9.66% |
$209K - $215K
|
78.4K
$2.93M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.08K+ 26.42% |
$154K - $158K
|
24.3K
$907K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.11KNew |
$124K - $128K
|
4.11K
$153K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.91KNew |
$118K - $122K
|
3.91K
$146K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.37K+ 67.05% |
$102K - $105K
|
8.39K
$313K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.89KNew |
$57.2K - $58.8K
|
1.89K
$70.6K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.29K+ 7.16% |
$38.9K - $40K
|
19.3K
$719K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
474+ 0.6% |
$14.3K - $14.7K
|
79.5K
$2.97M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
404+ 1.13% |
$12.2K - $12.6K
|
36.2K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
399+ 2.73% |
$12.1K - $12.4K
|
15K
$560K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
339+ 18.27% |
$10.3K - $10.5K
|
2.19K
$81.9K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31+ 0.36% |
$938 - $964
|
8.58K
$320K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 5.3% |
$696 - $716
|
457
$17.1K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
17New |
$514 - $529
|
17
$635
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 58.82% |
$303 - $311
|
7
$261
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-13- 0.07% |
$393 - $404
|
18.3K
$684K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-85- 2.21% |
$2.57K - $2.64K
|
3.76K
$140K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-103- 0.38% |
$3.12K - $3.2K
|
26.8K
$1M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 0.47% |
$9.08K - $9.33K
|
63.3K
$2.36M
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-500- 3.54% |
$15.1K - $15.6K
|
13.6K
$508K
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-588- 0.25% |
$17.8K - $18.3K
|
232K
$8.65M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-629- 6.06% |
$19K - $19.6K
|
9.75K
$364K
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-714- 3.46% |
$21.6K - $22.2K
|
19.9K
$743K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.1K- 1.39% |
$33.2K - $34.2K
|
77.8K
$2.91M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.3K- 9.09% |
$39.3K - $40.4K
|
13K
$485K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.74K- 16.57% |
$52.6K - $54.1K
|
8.75K
$327K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.93K- 1.55% |
$58.4K - $60K
|
123K
$4.58M
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.15K- 1.63% |
$65K - $66.9K
|
130K
$4.84M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.83K- 9.29% |
$85.7K - $88.2K
|
27.7K
$1.03M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.1K- 13.62% |
$93.7K - $96.3K
|
19.6K
$733K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-3.2K- 27.62% |
$96.7K - $99.5K
|
8.38K
$313K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.32K- 1.79% |
$100K - $103K
|
182K
$6.78M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.42K- 2.66% |
$103K - $106K
|
125K
$4.67M
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.69K- 3.69% |
$111K - $115K
|
96.2K
$3.59M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.3K- 17.51% |
$130K - $134K
|
20.2K
$756K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.34K- 8.61% |
$131K - $135K
|
46.1K
$1.72M
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-5.21K- 6.66% |
$157K - $162K
|
72.9K
$2.72M
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.16K- 29.25% |
$186K - $192K
|
14.9K
$556K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.6K- 32.91% |
$200K - $205K
|
13.5K
$502K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.62K- 16.64% |
$200K - $206K
|
33.2K
$1.24M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.32K- 19.97% |
$222K - $228K
|
29.3K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.24K- 14.84% |
$249K - $256K
|
47.3K
$1.77M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.67K- 22.42% |
$262K - $270K
|
30K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.7K- 4.03% |
$355K - $365K
|
279K
$10.4M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.1K- 29.46% |
$456K - $469K
|
36.1K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.3K- 59.39% |
$645K - $663K
|
14.6K
$544K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-23.4K- 18.91% |
$708K - $728K
|
100K
$3.75M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.4K- 17.26% |
$1.01M - $1.04M
|
160K
$5.98M
|