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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
848New |
$30.8K - $31.7K
|
848
$32.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
13.1KNew |
$475K - $489K
|
13.1K
$508K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$104K - $109K
|
3K
$116K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.59K+ 3.57% |
$124K - $131K
|
104K
$4.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.82K- 3.24% |
$270K - $285K
|
234K
$9.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.21K- 14.88% |
$41.7K - $44.1K
|
6.91K
$268K
|
|
| 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
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-9.69K- 57.4% |
$323K - $342K
|
7.19K
$279K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$832 - $884
|
25
$971
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.2KNew |
$940K - $998K
|
28.2K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
170+ 2.43% |
$5.66K - $6.01K
|
7.17K
$278K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.07KNew |
$66.5K - $68.7K
|
2.07K
$80.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-91- 0.61% |
$2.93K - $3.03K
|
14.9K
$579K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.6K- 40.48% |
$501K - $518K
|
22.9K
$888K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-735- 62.03% |
$23.7K - $24.5K
|
450
$17.5K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.43K- 17.4% |
$46.1K - $47.7K
|
6.8K
$264K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-336- 2.98% |
$10.8K - $11.2K
|
10.9K
$424K
|
|
| 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
$518K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.29KNew |
$216K - $236K
|
7.29K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
73New |
$2.16K - $2.36K
|
73
$2.83K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.28K- 56.76% |
$245K - $268K
|
6.31K
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.31K- 1.8% |
$38.8K - $42.4K
|
71.6K
$2.78M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-13- 0.07% |
$393 - $404
|
18.3K
$712K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 58.82% |
$303 - $311
|
7
$272
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
17New |
$514 - $529
|
17
$660
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-48.6K- 56.43% |
$1.47M - $1.51M
|
37.5K
$1.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-34.6K- 66.67% |
$1.05M - $1.08M
|
17.3K
$672K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.17KNew |
$210K - $221K
|
7.17K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.26K- 10.64% |
$36.9K - $38.8K
|
10.6K
$412K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23New |
$672 - $707
|
23
$893
|
|
|
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
578KNew |
$16.9M - $17.8M
|
578K
$22.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
313New |
$9.15K - $9.62K
|
313
$12.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
85New |
$2.48K - $2.61K
|
85
$3.3K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.09K+ 41.24% |
$120K - $126K
|
14K
$544K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.5K+ 30.97% |
$455K - $469K
|
65.5K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25.9KNew |
$760K - $784K
|
25.9K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 4.17% |
$58.7 - $60.6
|
50
$1.94K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-19.7K- 28.1% |
$579K - $597K
|
50.4K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
47New |
$1.38K - $1.42K
|
47
$1.83K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
114KNew |
$3.36M - $3.46M
|
114K
$4.44M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.18K- 10.26% |
$63.9K - $65.9K
|
19K
$739K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.9K- 89.32% |
$556K - $574K
|
2.26K
$87.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-335- 1.73% |
$9.84K - $10.1K
|
19K
$739K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 18.18% |
$58.7 - $60.6
|
9
$349
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-752- 3.52% |
$22.1K - $22.8K
|
20.6K
$801K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
180New |
$5.28K - $5.45K
|
180
$6.99K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
42.5KNew |
$1.25M - $1.29M
|
42.5K
$1.65M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
169+ 0.81% |
$4.96K - $5.12K
|
20.9K
$812K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7KNew |
$206K - $212K
|
7K
$272K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
527New |
$15.1K - $15.9K
|
527
$20.5K
|
|