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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.27K- 56.43% |
$303K - $314K
|
6.39K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.7KNew |
$282K - $292K
|
7.7K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.24K- 5.97% |
$45.2K - $46.9K
|
19.5K
$724K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-19.5K- 21.09% |
$713K - $739K
|
72.9K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.97K- 10.2% |
$71.9K - $74.5K
|
17.3K
$643K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
551+ 0.4% |
$20.2K - $20.9K
|
139K
$5.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-3.65K- 22.68% |
$134K - $138K
|
12.4K
$463K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-72- 5.98% |
$2.63K - $2.73K
|
1.13K
$42.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.45K- 16.82% |
$53K - $54.9K
|
7.17K
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.9KNew |
$398K - $413K
|
10.9K
$405K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
325New |
$11.9K - $12.3K
|
325
$12.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
315New |
$11.5K - $11.9K
|
315
$11.7K
|
|
| Q4 2024 | |||||||
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-100- 0.38% |
$3.63K - $3.74K
|
26K
$965K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
596+ 3.61% |
$21.6K - $22.3K
|
17.1K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.43KNew |
$197K - $203K
|
5.43K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.9KNew |
$723K - $745K
|
19.9K
$740K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
848New |
$30.8K - $31.7K
|
848
$31.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.37KNew |
$231K - $238K
|
6.37K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.2KNew |
$408K - $421K
|
11.2K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
13KNew |
$472K - $486K
|
13K
$483K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.39KNew |
$232K - $239K
|
6.39K
$238K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
13.1KNew |
$475K - $489K
|
13.1K
$486K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13K+ 70.84% |
$449K - $475K
|
31.4K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.8K- 20.61% |
$235K - $248K
|
26.2K
$974K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$104K - $109K
|
3K
$112K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.19K- 5.34% |
$110K - $116K
|
56.6K
$2.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.08KNew |
$279K - $295K
|
8.08K
$301K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-502- 4.38% |
$17.3K - $18.3K
|
11K
$407K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.59K+ 3.57% |
$124K - $131K
|
104K
$3.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.82K- 3.24% |
$270K - $285K
|
234K
$8.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.21K- 14.88% |
$41.7K - $44.1K
|
6.91K
$257K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-751- 10.0% |
$25K - $26.5K
|
6.76K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-9.69K- 57.4% |
$323K - $342K
|
7.19K
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$832 - $884
|
25
$930
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-981- 5.42% |
$32.7K - $34.7K
|
17.1K
$636K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.2KNew |
$940K - $998K
|
28.2K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.67KNew |
$255K - $271K
|
7.67K
$285K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
170+ 2.43% |
$5.66K - $6.01K
|
7.17K
$267K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.07KNew |
$66.5K - $68.7K
|
2.07K
$76.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-91- 0.61% |
$2.93K - $3.03K
|
14.9K
$555K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.6K- 40.48% |
$501K - $518K
|
22.9K
$851K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-735- 62.03% |
$23.7K - $24.5K
|
450
$16.7K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.43K- 17.4% |
$46.1K - $47.7K
|
6.8K
$253K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-336- 2.98% |
$10.8K - $11.2K
|
10.9K
$406K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-6.07K- 44.59% |
$196K - $202K
|
7.54K
$280K
|
|
| 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
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
73New |
$2.16K - $2.36K
|
73
$2.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.29KNew |
$216K - $236K
|
7.29K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.28K- 56.76% |
$245K - $268K
|
6.31K
$234K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 50.16% |
$392K - $428K
|
13.1K
$489K
|
|