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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
19.3KNew |
$665K - $703K
|
19.3K
$719K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
17.1K+ 52.24% |
$590K - $624K
|
49.8K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13K+ 70.84% |
$449K - $475K
|
31.4K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
12KNew |
$414K - $437K
|
12K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.85KNew |
$305K - $323K
|
8.85K
$330K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.08KNew |
$279K - $295K
|
8.08K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.37K+ 430.74% |
$185K - $196K
|
6.61K
$247K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.87K+ 33.85% |
$168K - $178K
|
19.2K
$718K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.5KNew |
$155K - $164K
|
4.5K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.14K+ 23.23% |
$143K - $151K
|
22K
$820K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.59K+ 3.57% |
$124K - $131K
|
104K
$3.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$104K - $109K
|
3K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.74K+ 7.46% |
$59.9K - $63.3K
|
25K
$933K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.63K+ 12.37% |
$56.2K - $59.4K
|
14.8K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
962New |
$33.2K - $35.1K
|
962
$35.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
682+ 1.71% |
$23.5K - $24.9K
|
40.6K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
400+ 5.88% |
$13.8K - $14.6K
|
7.2K
$269K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
154+ 0.51% |
$5.31K - $5.62K
|
30.3K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
152+ 14.19% |
$5.24K - $5.54K
|
1.22K
$45.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
114+ 1.6% |
$3.93K - $4.16K
|
7.25K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.01% |
$69 - $73
|
25.3K
$946K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-150- 0.46% |
$5.18K - $5.47K
|
32.8K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-297- 0.65% |
$10.2K - $10.8K
|
45.5K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-307- 2.51% |
$10.6K - $11.2K
|
11.9K
$445K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-332- 4.95% |
$11.5K - $12.1K
|
6.37K
$238K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-346- 1.33% |
$11.9K - $12.6K
|
25.7K
$959K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-388- 0.61% |
$13.4K - $14.2K
|
63K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-490- 61.56% |
$16.9K - $17.9K
|
306
$11.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-502- 4.38% |
$17.3K - $18.3K
|
11K
$409K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-711- 6.12% |
$24.5K - $25.9K
|
10.9K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-738- 6.84% |
$25.5K - $26.9K
|
10K
$375K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.21K- 14.88% |
$41.7K - $44.1K
|
6.91K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.46K- 0.77% |
$50.4K - $53.3K
|
189K
$7.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.61K- 39.23% |
$55.5K - $58.7K
|
2.49K
$93K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.68K- 17.64% |
$58K - $61.3K
|
7.85K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.77K- 1.81% |
$61.1K - $64.6K
|
96.2K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.11K- 3.67% |
$72.6K - $76.8K
|
55.2K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.49K- 5.1% |
$86K - $90.9K
|
46.4K
$1.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.64K- 13.6% |
$90.9K - $96.1K
|
16.7K
$625K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.19K- 5.34% |
$110K - $116K
|
56.6K
$2.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3.25K- 2.29% |
$112K - $119K
|
139K
$5.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.39K- 9.4% |
$117K - $124K
|
32.7K
$1.22M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-4.58K- 40.78% |
$158K - $167K
|
6.65K
$248K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.95K- 5.89% |
$171K - $180K
|
79K
$2.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.81K- 4.73% |
$200K - $212K
|
117K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.8K- 20.61% |
$235K - $248K
|
26.2K
$977K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.82K- 3.24% |
$270K - $285K
|
234K
$8.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.4K- 8.11% |
$462K - $489K
|
152K
$5.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.9K- 9.5% |
$515K - $544K
|
142K
$5.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.7K- 24.91% |
$577K - $611K
|
50.4K
$1.88M
|