Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
168K+ 26.94% |
$4.81M - $5.07M
|
791K
$29.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
127KNew |
$3.65M - $3.85M
|
127K
$4.72M
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
125KNew |
$3.57M - $3.76M
|
125K
$4.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
53.3KNew |
$1.53M - $1.61M
|
53.3K
$1.97M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
42.9K+ 609.02% |
$1.23M - $1.3M
|
50K
$1.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.6K+ 24.13% |
$992K - $1.05M
|
178K
$6.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.4KNew |
$727K - $767K
|
25.4K
$940K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
25.1K+ 235.33% |
$719K - $759K
|
35.8K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.6K+ 224.24% |
$676K - $714K
|
34.1K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
23.1K+ 48.98% |
$660K - $697K
|
70.1K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
21.4KNew |
$612K - $646K
|
21.4K
$792K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
20.7KNew |
$594K - $627K
|
20.7K
$768K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
17.9KNew |
$512K - $541K
|
17.9K
$663K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.4K+ 437.67% |
$356K - $376K
|
15.3K
$566K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10K+ 32.98% |
$287K - $303K
|
40.4K
$1.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
9.23KNew |
$264K - $279K
|
9.23K
$342K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.67K+ 38.82% |
$248K - $262K
|
31K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.54KNew |
$216K - $228K
|
7.54K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.97K+ 1.11% |
$200K - $211K
|
636K
$23.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.01K+ 54.04% |
$144K - $151K
|
14.3K
$529K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.74KNew |
$136K - $143K
|
4.74K
$176K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.49K+ 9.24% |
$100K - $105K
|
41.3K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.47K+ 2.88% |
$99.5K - $105K
|
124K
$4.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.91KNew |
$83.3K - $87.9K
|
2.91K
$108K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.74K+ 36.41% |
$78.3K - $82.7K
|
10.2K
$380K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.5KNew |
$71.5K - $75.5K
|
2.5K
$92.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.8K+ 15.52% |
$51.6K - $54.4K
|
13.4K
$496K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
605+ 4.6% |
$17.3K - $18.3K
|
13.8K
$510K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
527New |
$15.1K - $15.9K
|
527
$19.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
301New |
$8.62K - $9.1K
|
301
$11.1K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
200+ 1.09% |
$5.73K - $6.04K
|
18.5K
$686K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
198+ 0.22% |
$5.67K - $5.98K
|
89.4K
$3.31M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
88+ 0.14% |
$2.52K - $2.66K
|
61.1K
$2.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
48New |
$1.37K - $1.45K
|
48
$1.78K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
14New |
$401 - $423
|
14
$519
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11New |
$315 - $332
|
11
$407
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-76- 0.21% |
$2.18K - $2.3K
|
36.3K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-292- 0.92% |
$8.36K - $8.82K
|
31.5K
$1.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-472- 2.18% |
$13.5K - $14.3K
|
21.2K
$785K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-509- 4.8% |
$14.6K - $15.4K
|
10.1K
$374K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-745- 8.3% |
$21.3K - $22.5K
|
8.23K
$305K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.32K- 6.39% |
$37.9K - $40K
|
19.4K
$717K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.13K- 10.32% |
$61K - $64.4K
|
18.5K
$686K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.29K- 1.01% |
$65.6K - $69.2K
|
225K
$8.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.78K- 21.7% |
$79.5K - $83.9K
|
10K
$371K
|
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.4K- 28.35% |
$97.3K - $103K
|
8.59K
$318K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.19K- 3.26% |
$120K - $127K
|
124K
$4.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.66K- 0.52% |
$191K - $201K
|
1.28M
$47.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.48K- 13.23% |
$214K - $226K
|
49.1K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-7.77K- 91.32% |
$223K - $235K
|
739
$27.4K
|