Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
149KNew |
$5.59M - $5.74M
|
149K
$5.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
22.9KNew |
$864K - $886K
|
22.9K
$889K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
18.9K+ 44.65% |
$710K - $729K
|
61.1K
$2.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2KNew |
$420K - $431K
|
11.2K
$432K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.98K+ 3.17% |
$300K - $308K
|
259K
$10M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.62KNew |
$212K - $217K
|
5.62K
$218K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
3.12K+ 21.11% |
$118K - $121K
|
17.9K
$694K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
250+ 1.85% |
$9.41K - $9.66K
|
13.8K
$533K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
128+ 1.8% |
$4.82K - $4.95K
|
7.25K
$281K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7- 0.5% |
$264 - $270
|
1.39K
$53.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-79- 0.17% |
$2.97K - $3.05K
|
46K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-100- 1.71% |
$3.77K - $3.86K
|
5.76K
$223K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-210- 3.34% |
$7.91K - $8.11K
|
6.07K
$235K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-390- 5.3% |
$14.7K - $15.1K
|
6.97K
$270K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-400- 0.29% |
$15.1K - $15.5K
|
137K
$5.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-567- 14.82% |
$21.3K - $21.9K
|
3.26K
$126K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-709- 5.25% |
$26.7K - $27.4K
|
12.8K
$496K
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-934- 0.63% |
$35.2K - $36.1K
|
148K
$5.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-942- 1.78% |
$35.5K - $36.4K
|
51.9K
$2.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-979- 2.04% |
$36.9K - $37.8K
|
46.9K
$1.82M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 7.53% |
$38K - $39K
|
12.4K
$481K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.56K- 20.68% |
$96.4K - $99K
|
9.82K
$381K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.61K- 35.27% |
$174K - $178K
|
8.46K
$328K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6K- 3.16% |
$226K - $232K
|
184K
$7.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-9.15K- 59.67% |
$344K - $353K
|
6.18K
$240K
|