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 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-135K- 35.8% |
$4M - $4.37M
|
242K
$9.03M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-151K- 83.33% |
$4.49M - $4.9M
|
30.3K
$1.13M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-235K- 53.14% |
$6.96M - $7.6M
|
207K
$7.74M
|
|
Feb 16, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-425K- 96.95% |
$12.6M - $13.7M
|
13.3K
$498K
|