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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.73K- 3.68% |
$139K - $143K
|
124K
$4.59M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.5K- 25.61% |
$191K - $197K
|
18.9K
$700K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-9.96K- 4.42% |
$292K - $302K
|
215K
$7.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.1K- 32.7% |
$298K - $307K
|
20.9K
$774K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.2K- 0.8% |
$300K - $310K
|
1.27M
$47.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.4K- 25.66% |
$304K - $314K
|
30K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.9K- 89.32% |
$556K - $574K
|
2.26K
$84K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-19.7K- 28.1% |
$579K - $597K
|
50.4K
$1.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.2K- 41.18% |
$593K - $612K
|
28.9K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-22.3K- 15.91% |
$654K - $675K
|
118K
$4.37M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.5K- 12.64% |
$662K - $683K
|
156K
$5.78M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27.1K- 7.87% |
$796K - $821K
|
317K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.5K- 77.45% |
$808K - $833K
|
8.01K
$297K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-30.5K- 49.86% |
$895K - $924K
|
30.7K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.6K- 24.01% |
$1.43M - $1.47M
|
154K
$5.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-118K- 18.47% |
$3.45M - $3.56M
|
519K
$19.3M
|