Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
438KNew |
$13M - $14.2M
|
438K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.8K+ 98.16% |
$853K - $932K
|
58.1K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.5K+ 9.06% |
$430K - $469K
|
175K
$6.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.3KNew |
$395K - $432K
|
13.3K
$498K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.52K+ 6.01% |
$223K - $243K
|
133K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.29KNew |
$216K - $236K
|
7.29K
$272K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
7.16K+ 3.09% |
$212K - $232K
|
239K
$8.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
7KNew |
$207K - $227K
|
7K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.72K+ 15.77% |
$169K - $185K
|
42K
$1.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.03K+ 35.35% |
$89.9K - $98.1K
|
11.6K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.44K+ 12.07% |
$72.4K - $79.1K
|
22.7K
$847K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.19KNew |
$35.1K - $38.3K
|
1.19K
$44.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
768+ 2.78% |
$22.8K - $24.9K
|
28.4K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
285+ 5700.0% |
$8.44K - $9.22K
|
290
$10.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
121+ 5.52% |
$3.59K - $3.92K
|
2.32K
$86.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
73New |
$2.16K - $2.36K
|
73
$2.73K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18+ 0.12% |
$533 - $582
|
15K
$560K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 2.19% |
$296 - $324
|
447
$16.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-163- 0.49% |
$4.83K - $5.27K
|
33K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-183- 0.24% |
$5.42K - $5.92K
|
77.6K
$2.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-203- 2.08% |
$6.01K - $6.57K
|
9.55K
$357K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-215- 2.46% |
$6.37K - $6.96K
|
8.54K
$319K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-500- 26.46% |
$14.8K - $16.2K
|
1.39K
$51.9K
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-512- 3.44% |
$15.2K - $16.6K
|
14.4K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-603- 4.64% |
$17.9K - $19.5K
|
12.4K
$463K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-758- 1.2% |
$22.5K - $24.5K
|
62.6K
$2.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.31K- 1.8% |
$38.8K - $42.4K
|
71.6K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.44K- 3.99% |
$42.7K - $46.6K
|
34.7K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 8.31% |
$48.3K - $52.8K
|
18K
$672K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.7K- 20.27% |
$50.3K - $55K
|
6.68K
$249K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.7K- 6.36% |
$50.5K - $55.1K
|
25.1K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.76K- 5.87% |
$52.1K - $57K
|
28.2K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.02K- 10.15% |
$59.8K - $65.3K
|
17.9K
$667K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.96K- 78.82% |
$87.8K - $95.9K
|
796
$29.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.09K- 79.15% |
$91.7K - $100K
|
815
$30.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.2K- 33.83% |
$94.8K - $104K
|
6.26K
$234K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.86K- 28.68% |
$114K - $125K
|
9.6K
$358K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.03K- 13.08% |
$179K - $195K
|
40.1K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.12K- 84.89% |
$211K - $231K
|
1.27K
$47.3K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.28K- 56.76% |
$245K - $268K
|
6.31K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.87K- 18.74% |
$263K - $287K
|
38.4K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.2K- 63.54% |
$363K - $396K
|
7.02K
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 50.16% |
$392K - $428K
|
13.1K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-46.2K- 78.21% |
$1.37M - $1.5M
|
12.9K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-51.7K- 64.96% |
$1.53M - $1.67M
|
27.9K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-53.1K- 43.24% |
$1.57M - $1.72M
|
69.7K
$2.6M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-78.4KClosed |
$2.32M - $2.54M
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-84.9K- 88.29% |
$2.52M - $2.75M
|
11.3K
$420K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-95.8K- 34.35% |
$2.84M - $3.1M
|
183K
$6.84M
|