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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
313New |
$9.15K - $9.62K
|
313
$11.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
85New |
$2.48K - $2.61K
|
85
$3.07K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23New |
$672 - $707
|
23
$831
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
114KNew |
$3.36M - $3.46M
|
114K
$4.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
42.5KNew |
$1.25M - $1.29M
|
42.5K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25.9KNew |
$760K - $784K
|
25.9K
$934K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.5K+ 30.97% |
$455K - $469K
|
65.5K
$2.37M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7KNew |
$206K - $212K
|
7K
$253K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
180New |
$5.28K - $5.45K
|
180
$6.5K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
169+ 0.81% |
$4.96K - $5.12K
|
20.9K
$755K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
47New |
$1.38K - $1.42K
|
47
$1.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 4.17% |
$58.7 - $60.6
|
50
$1.81K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
25.1K+ 235.33% |
$719K - $759K
|
35.8K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.74KNew |
$136K - $143K
|
4.74K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.91KNew |
$83.3K - $87.9K
|
2.91K
$105K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.74K+ 36.41% |
$78.3K - $82.7K
|
10.2K
$370K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
527New |
$15.1K - $15.9K
|
527
$19K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.27KNew |
$237K - $257K
|
8.27K
$299K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.46K+ 13.26% |
$41.9K - $45.5K
|
12.5K
$452K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
438KNew |
$12.6M - $14M
|
438K
$15.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
222KNew |
$6.37M - $7.09M
|
222K
$8.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20.7KNew |
$593K - $660K
|
20.7K
$747K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
15.9KNew |
$455K - $506K
|
15.9K
$573K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9KNew |
$312K - $348K
|
10.9K
$393K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.05KNew |
$231K - $257K
|
8.05K
$291K
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.92KNew |
$227K - $253K
|
7.92K
$286K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
84+ 1.57% |
$2.41K - $2.68K
|
5.45K
$197K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
128New |
$3.91K - $4.05K
|
128
$4.62K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
23New |
$703 - $728
|
23
$831
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
321KNew |
$9.53M - $9.8M
|
321K
$11.6M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
32.7K+ 54.56% |
$971K - $999K
|
92.6K
$3.34M
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
500New |
$14.9K - $15.3K
|
500
$18.1K
|
|