Institutional Ownership First Ex Tr Fd Ft Cboe Vest Us (DAPR)
This table provides information about the institutional ownership of First Ex Tr Fd Ft Cboe Vest Us (DAPR). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 3.2 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
259,364
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
233,580
shares
|
$9.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
194,714
shares
|
$7.56 Million
0.0% of portfolio
|
Q3 2025
Added 135.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
183,834
shares
|
$7.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
162,125
shares
|
$6.3 Million
0.01% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
148,543
shares
|
$5.77 Million
4.54% of portfolio
|
Q3 2025
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
148,471
shares
|
$5.77 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
136,993
shares
|
$5.32 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
123,778
shares
|
$4.81 Million
0.01% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
118,142
shares
|
$4.59 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,029
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
72,310
shares
|
$2.81 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
70,119
shares
|
$2.72 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
63,907
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2025
Reduced 13.92%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
61,095
shares
|
$2.37 Million
0.17% of portfolio
|
Q3 2025
Added 44.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
59,906
shares
|
$2.33 Million
0.07% of portfolio
|
Q2 2021
Added 54.56%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
55,927
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
51,942
shares
|
$2.02 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
46,906
shares
|
$1.82 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
45,975
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
40,561
shares
|
$1.57 Million
0.34% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
39,895
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Added 210.3%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
36,503
shares
|
$1.42 Million
0.08% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
36,075
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
34,184
shares
|
$1.33 Million
0.5% of portfolio
|
Q3 2025
Reduced 5.4%
|
|