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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
114KNew |
$3.36M - $3.46M
|
114K
$4.23M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
47New |
$1.38K - $1.42K
|
47
$1.74K
|
|
|
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
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 18.18% |
$58.7 - $60.6
|
9
$333
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-200- 1.08% |
$5.87K - $6.06K
|
18.3K
$679K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-752- 3.52% |
$22.1K - $22.8K
|
20.6K
$764K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
169+ 0.81% |
$4.96K - $5.12K
|
20.9K
$775K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
42.5KNew |
$1.25M - $1.29M
|
42.5K
$1.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
180New |
$5.28K - $5.45K
|
180
$6.67K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7KNew |
$206K - $212K
|
7K
$259K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
527New |
$15.1K - $15.9K
|
527
$19.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.91KNew |
$83.3K - $87.9K
|
2.91K
$108K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.74KNew |
$136K - $143K
|
4.74K
$176K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.78K- 21.7% |
$79.5K - $83.9K
|
10K
$371K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-76- 0.21% |
$2.18K - $2.3K
|
36.3K
$1.35M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
25.1K+ 235.33% |
$719K - $759K
|
35.8K
$1.32M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.74K+ 36.41% |
$78.3K - $82.7K
|
10.2K
$380K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.27KNew |
$237K - $257K
|
8.27K
$306K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.46K+ 13.26% |
$41.9K - $45.5K
|
12.5K
$463K
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.92KNew |
$227K - $253K
|
7.92K
$293K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9KNew |
$312K - $348K
|
10.9K
$403K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
15.9KNew |
$455K - $506K
|
15.9K
$588K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20.7KNew |
$593K - $660K
|
20.7K
$766K
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
129KNew |
$3.7M - $4.11M
|
129K
$4.77M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
222KNew |
$6.37M - $7.09M
|
222K
$8.22M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
84+ 1.57% |
$2.41K - $2.68K
|
5.45K
$202K
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
438KNew |
$12.6M - $14M
|
438K
$16.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.05KNew |
$231K - $257K
|
8.05K
$298K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-6.83KClosed |
$206K - $218K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-100Closed |
$3.02K - $3.19K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
128New |
$3.91K - $4.05K
|
128
$4.74K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
23New |
$703 - $728
|
23
$852
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-13.4KClosed |
$407K - $415K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-13.1KClosed |
$398K - $406K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
32.7K+ 54.56% |
$971K - $999K
|
92.6K
$3.43M
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
321KNew |
$9.53M - $9.8M
|
321K
$11.9M
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
500New |
$14.9K - $15.3K
|
500
$18.5K
|
|