Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-9.37K- 30.8% |
$274K - $288K
|
21.1K
$781K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-9.4K- 10.75% |
$275K - $289K
|
78.1K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.8K- 73.72% |
$315K - $332K
|
3.84K
$143K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-12.4K- 9.13% |
$363K - $382K
|
124K
$4.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.8K- 27.31% |
$402K - $423K
|
36.7K
$1.36M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14.9K- 14.75% |
$435K - $458K
|
86.1K
$3.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-21.8K- 71.2% |
$638K - $671K
|
8.83K
$328K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.4K- 8.31% |
$770K - $810K
|
291K
$10.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-104K- 67.11% |
$3.05M - $3.21M
|
51.2K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-106K- 65.53% |
$3.08M - $3.25M
|
55.5K
$2.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-110K- 93.31% |
$3.21M - $3.38M
|
7.88K
$292K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-722K- 79.59% |
$21.1M - $22.2M
|
185K
$6.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-728K- 57.3% |
$21.3M - $22.4M
|
542K
$20.1M
|