Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST EX TR FD FT CBOE VEST US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
136KNew |
$4M - $4.13M
|
136K
$5.05M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
120K+ 290.52% |
$3.52M - $3.63M
|
161K
$5.97M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
116K+ 14.63% |
$3.4M - $3.51M
|
907K
$33.6M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
114KNew |
$3.36M - $3.46M
|
114K
$4.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
84.3K+ 505.82% |
$2.47M - $2.55M
|
101K
$3.74M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.4KNew |
$1.48M - $1.53M
|
50.4K
$1.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
42.5KNew |
$1.25M - $1.29M
|
42.5K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
29.7K+ 160.62% |
$873K - $901K
|
48.3K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25.9KNew |
$760K - $784K
|
25.9K
$958K
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
21.8K+ 254.38% |
$641K - $662K
|
30.4K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.3K+ 6072.43% |
$537K - $554K
|
18.6K
$688K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
17.2KNew |
$504K - $520K
|
17.2K
$636K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
16.8KNew |
$492K - $507K
|
16.8K
$621K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.5K+ 30.97% |
$455K - $469K
|
65.5K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
14.9KNew |
$436K - $450K
|
14.9K
$551K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.8KNew |
$346K - $357K
|
11.8K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.93KNew |
$262K - $271K
|
8.93K
$331K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.4KNew |
$247K - $254K
|
8.4K
$311K
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
8.39KNew |
$246K - $254K
|
8.39K
$311K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.13K+ 23.8% |
$239K - $246K
|
42.3K
$1.57M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7KNew |
$206K - $212K
|
7K
$259K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.96KNew |
$204K - $211K
|
6.96K
$258K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.63K+ 28.5% |
$77.2K - $79.7K
|
11.9K
$439K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.6K+ 9.52% |
$46.8K - $48.3K
|
18.3K
$679K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.12K+ 44.72% |
$32.8K - $33.8K
|
3.62K
$134K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
534+ 0.43% |
$15.7K - $16.2K
|
124K
$4.6M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
424New |
$12.4K - $12.8K
|
424
$15.7K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
270New |
$7.93K - $8.18K
|
270
$10K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
221+ 4.55% |
$6.49K - $6.69K
|
5.08K
$188K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
180New |
$5.28K - $5.45K
|
180
$6.67K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
169+ 0.81% |
$4.96K - $5.12K
|
20.9K
$775K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
47New |
$1.38K - $1.42K
|
47
$1.74K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 4.17% |
$58.7 - $60.6
|
50
$1.85K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 18.18% |
$58.7 - $60.6
|
9
$333
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-9- 64.29% |
$264 - $273
|
5
$185
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-178- 1.76% |
$5.23K - $5.39K
|
9.92K
$367K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-200- 1.08% |
$5.87K - $6.06K
|
18.3K
$679K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-335- 1.73% |
$9.84K - $10.1K
|
19K
$705K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-534- 0.43% |
$15.7K - $16.2K
|
124K
$4.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-657- 0.52% |
$19.3K - $19.9K
|
127K
$4.7M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-658- 4.3% |
$19.3K - $19.9K
|
14.6K
$542K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-752- 3.52% |
$22.1K - $22.8K
|
20.6K
$764K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 9.05% |
$35.6K - $36.7K
|
12.2K
$451K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.5K- 5.46% |
$44K - $45.4K
|
26K
$963K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.7K- 11.88% |
$49.8K - $51.4K
|
12.6K
$466K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.91K- 2.14% |
$56.2K - $58K
|
87.5K
$3.24M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.98K- 6.27% |
$58K - $59.9K
|
29.5K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.18K- 10.26% |
$63.9K - $65.9K
|
19K
$705K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.16K- 20.91% |
$92.7K - $95.6K
|
11.9K
$442K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.71K- 26.97% |
$109K - $112K
|
10K
$372K
|