Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
17.1K+ 52.24% |
$590K - $624K
|
49.8K
$1.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.08KNew |
$279K - $295K
|
8.08K
$299K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.59K+ 3.57% |
$124K - $131K
|
104K
$3.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
682+ 1.71% |
$23.5K - $24.9K
|
40.6K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
154+ 0.51% |
$5.31K - $5.62K
|
30.3K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
114+ 1.6% |
$3.93K - $4.16K
|
7.25K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.01% |
$69 - $73
|
25.3K
$939K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-150- 0.46% |
$5.18K - $5.47K
|
32.8K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-332- 4.95% |
$11.5K - $12.1K
|
6.37K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-346- 1.33% |
$11.9K - $12.6K
|
25.7K
$951K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-502- 4.38% |
$17.3K - $18.3K
|
11K
$406K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-711- 6.12% |
$24.5K - $25.9K
|
10.9K
$404K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.21K- 14.88% |
$41.7K - $44.1K
|
6.91K
$256K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.46K- 0.77% |
$50.4K - $53.3K
|
189K
$7.01M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.68K- 17.64% |
$58K - $61.3K
|
7.85K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.77K- 1.81% |
$61.1K - $64.6K
|
96.2K
$3.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3.25K- 2.29% |
$112K - $119K
|
139K
$5.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.95K- 5.89% |
$171K - $180K
|
79K
$2.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.82K- 3.24% |
$270K - $285K
|
234K
$8.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.4K- 8.11% |
$462K - $489K
|
152K
$5.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.7K- 24.91% |
$577K - $611K
|
50.4K
$1.87M
|