Latest Institutional Transactions on First Ex Tr Fd Ft Cboe Vest Us (DAPR)
This table provides information on the latest institutional transactions involving First Ex Tr Fd Ft Cboe Vest Us (DAPR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
170+ 2.43% |
$5.66K - $6.01K
|
7.17K
$266K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.67KNew |
$255K - $271K
|
7.67K
$284K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-408- 55.66% |
$13.6K - $14.4K
|
325
$12K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.07KNew |
$66.5K - $68.7K
|
2.07K
$76.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 0.56% |
$193 - $200
|
1.08K
$39.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
27.9KNew |
$898K - $927K
|
27.9K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-91- 0.61% |
$2.93K - $3.03K
|
14.9K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.6K- 40.48% |
$501K - $518K
|
22.9K
$848K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-44.7K- 57.52% |
$1.44M - $1.49M
|
33K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-735- 62.03% |
$23.7K - $24.5K
|
450
$16.7K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.09KNew |
$99.5K - $103K
|
3.09K
$114K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.43K- 17.4% |
$46.1K - $47.7K
|
6.8K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-9.91K- 14.23% |
$319K - $330K
|
59.8K
$2.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-336- 2.98% |
$10.8K - $11.2K
|
10.9K
$405K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-6.07K- 44.59% |
$196K - $202K
|
7.54K
$279K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5K- 79.87% |
$161K - $166K
|
1.26K
$46.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-218- 2.47% |
$7.02K - $7.26K
|
8.61K
$319K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-185- 13.31% |
$5.96K - $6.16K
|
1.21K
$44.6K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-425K- 96.95% |
$12.6M - $13.7M
|
13.3K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
73New |
$2.16K - $2.36K
|
73
$2.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.29KNew |
$216K - $236K
|
7.29K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.28K- 56.76% |
$245K - $268K
|
6.31K
$234K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.96K- 78.82% |
$87.8K - $95.9K
|
796
$29.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-51.7K- 64.96% |
$1.53M - $1.67M
|
27.9K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 50.16% |
$392K - $428K
|
13.1K
$487K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.31K- 1.8% |
$38.8K - $42.4K
|
71.6K
$2.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.02K- 10.15% |
$59.8K - $65.3K
|
17.9K
$662K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-13- 0.07% |
$393 - $404
|
18.3K
$679K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 58.82% |
$303 - $311
|
7
$259
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
17New |
$514 - $529
|
17
$630
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-48.6K- 56.43% |
$1.47M - $1.51M
|
37.5K
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-34.6K- 66.67% |
$1.05M - $1.08M
|
17.3K
$641K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.17KNew |
$210K - $221K
|
7.17K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.26K- 10.64% |
$36.9K - $38.8K
|
10.6K
$393K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23New |
$672 - $707
|
23
$852
|
|
|
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
578KNew |
$16.9M - $17.8M
|
578K
$21.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
313New |
$9.15K - $9.62K
|
313
$11.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
85New |
$2.48K - $2.61K
|
85
$3.15K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-110K- 93.31% |
$3.21M - $3.38M
|
7.88K
$292K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.09K+ 41.24% |
$120K - $126K
|
14K
$519K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.5K+ 30.97% |
$455K - $469K
|
65.5K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-19.7K- 28.1% |
$579K - $597K
|
50.4K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 4.17% |
$58.7 - $60.6
|
50
$1.85K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25.9KNew |
$760K - $784K
|
25.9K
$958K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
47New |
$1.38K - $1.42K
|
47
$1.74K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
114KNew |
$3.36M - $3.46M
|
114K
$4.24M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.18K- 10.26% |
$63.9K - $65.9K
|
19K
$705K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.9K- 89.32% |
$556K - $574K
|
2.26K
$83.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-335- 1.73% |
$9.84K - $10.1K
|
19K
$705K
|
|