Latest Institutional Purchases of First Ex Tr Fd Ft Cboe Vest Us (DAPR)
This list provides information on the latest institutional transactions involving First Ex Tr Fd Ft Cboe Vest Us (DAPR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
235K+ 3572.65% |
$7.82M - $8.3M
|
241K
$8.64M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
89.9K+ 851.99% |
$2.99M - $3.18M
|
100K
$3.59M
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
63.4KNew |
$2.11M - $2.24M
|
63.4K
$2.27M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
39.9KNew |
$1.33M - $1.41M
|
39.9K
$1.43M
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
32.7KNew |
$1.09M - $1.16M
|
32.7K
$1.17M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
31.3K+ 120.17% |
$1.04M - $1.1M
|
57.3K
$2.05M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
29.8K+ 10473.33% |
$994K - $1.05M
|
30.1K
$1.08M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.2KNew |
$940K - $998K
|
28.2K
$1.01M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
25.3KNew |
$843K - $895K
|
25.3K
$907K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.9K+ 104.34% |
$830K - $881K
|
48.8K
$1.75M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.4K+ 28.06% |
$613K - $650K
|
84K
$3.01M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.2KNew |
$439K - $466K
|
13.2K
$471K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
12.2KNew |
$407K - $432K
|
12.2K
$438K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.67KNew |
$255K - $271K
|
7.67K
$274K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.14KNew |
$238K - $252K
|
7.14K
$255K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.8KNew |
$226K - $240K
|
6.8K
$243K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
6.46K+ 129.16% |
$215K - $228K
|
11.5K
$410K
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.42KNew |
$214K - $227K
|
6.42K
$230K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.27K+ 10.3% |
$209K - $222K
|
67.2K
$2.4M
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
4.51K+ 66.99% |
$150K - $159K
|
11.2K
$402K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.87K+ 1927.52% |
$95.6K - $101K
|
3.02K
$108K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.4K+ 28.62% |
$79.9K - $84.8K
|
10.8K
$386K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
789+ 1.75% |
$26.3K - $27.9K
|
45.8K
$1.64M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
726+ 4.25% |
$24.2K - $25.7K
|
17.8K
$638K
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
170+ 2.43% |
$5.66K - $6.01K
|
7.17K
$257K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
103+ 1.09% |
$3.43K - $3.64K
|
9.53K
$341K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$832 - $884
|
25
$895
|
|
Q1 2024 | |||||||
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
27.9KNew |
$898K - $927K
|
27.9K
$997K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.09KNew |
$99.5K - $103K
|
3.09K
$111K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
797+ 62.85% |
$25.7K - $26.5K
|
2.07K
$73.9K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 0.56% |
$193 - $200
|
1.08K
$38.5K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.29KNew |
$216K - $236K
|
7.29K
$261K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
73New |
$2.16K - $2.36K
|
73
$2.61K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
8.12KNew |
$246K - $253K
|
8.12K
$291K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
17New |
$514 - $529
|
17
$608
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
578KNew |
$16.9M - $17.8M
|
578K
$20.7M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.17KNew |
$210K - $221K
|
7.17K
$257K
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.09K+ 41.24% |
$120K - $126K
|
14K
$501K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
313New |
$9.15K - $9.62K
|
313
$11.2K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
85New |
$2.48K - $2.61K
|
85
$3.04K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23New |
$672 - $707
|
23
$823
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
114KNew |
$3.36M - $3.46M
|
114K
$4.09M
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
42.5KNew |
$1.25M - $1.29M
|
42.5K
$1.52M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25.9KNew |
$760K - $784K
|
25.9K
$926K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.5K+ 30.97% |
$455K - $469K
|
65.5K
$2.34M
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7KNew |
$206K - $212K
|
7K
$251K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
180New |
$5.28K - $5.45K
|
180
$6.44K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
169+ 0.81% |
$4.96K - $5.12K
|
20.9K
$749K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
47New |
$1.38K - $1.42K
|
47
$1.68K
|