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 69 institutions that hold shares in the stock, with a total of 2.31 Million shares, which have been reported (via 13F filing form) to have a value of $85.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,190
shares
|
$266,749
0.06% of portfolio
|
Q2 2024
Reduced 57.4%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
7,171
shares
|
$266,044
0.13% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,911
shares
|
$256,398
0.09% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
6,761
shares
|
$250,833
0.01% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,613
shares
|
$245,342
0.0% of portfolio
|
Q3 2024
Added 430.74%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
6,416
shares
|
$238,033
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
6,374
shares
|
$236,475
0.22% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,559
shares
|
$206,238
0.01% of portfolio
|
Q2 2024
Reduced 40.13%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
4,495
shares
|
$166,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,021
shares
|
$112,079
0.01% of portfolio
|
Q2 2024
Added 1927.52%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$111,300
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,492
shares
|
$92,453
0.0% of portfolio
|
Q3 2024
Reduced 39.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,260
shares
|
$46,746
0.0% of portfolio
|
Q1 2024
Reduced 79.87%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,223
shares
|
$45,373
0.0% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,205
shares
|
$44,705
0.02% of portfolio
|
Q1 2024
Reduced 13.31%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
962
shares
|
$35,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
325
shares
|
$12,057
0.0% of portfolio
|
Q2 2024
Reduced 55.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
306
shares
|
$11,352
0.0% of portfolio
|
Q3 2024
Reduced 61.56%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
7
shares
|
$259
0.0% of portfolio
|
Q3 2023
Reduced 58.82%
|