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 71 institutions that hold shares in the stock, with a total of 2.35 Million shares, which have been reported (via 13F filing form) to have a value of $87.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
233,580
shares
|
$8.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
189,201
shares
|
$7.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
151,775
shares
|
$5.67 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
142,120
shares
|
$5.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
138,554
shares
|
$5.18 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
116,963
shares
|
$4.37 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
104,029
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
96,212
shares
|
$3.6 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
79,044
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
63,034
shares
|
$2.36 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
59,906
shares
|
$2.24 Million
0.07% of portfolio
|
Q2 2021
Added 54.56%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
56,560
shares
|
$2.11 Million
0.71% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
55,180
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
50,440
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2024
Reduced 24.91%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
49,844
shares
|
$1.86 Million
0.36% of portfolio
|
Q3 2024
Added 52.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
46,352
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
45,516
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
40,581
shares
|
$1.52 Million
0.17% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
32,751
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
32,660
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
31,408
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Added 70.84%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
30,288
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,184
shares
|
$979,019
0.0% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
26,057
shares
|
$974,271
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
25,681
shares
|
$960,212
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|