Purchases and Sales Made in Q1 2023 in First Tr ETF Vi Dorseywright D (DALI)
This table provides information about the institutional ownership of First Tr ETF Vi Dorseywright D (DALI) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI DORSEYWRIGHT D.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
BUY
|
- |
196K+ 4.76% |
$4.67M - $5.07M
|
4.31M
$116M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
169K+ 37.29% |
$4.02M - $4.37M
|
622K
$16.8M
|
|
|
May 16, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
40.8K+ 97.48% |
$973K - $1.06M
|
82.7K
$2.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
9.85KNew |
$235K - $255K
|
9.85K
$266K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.84K+ 11.87% |
$139K - $151K
|
55.1K
$1.49M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.06K+ 20.76% |
$120K - $131K
|
29.4K
$794K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.28KNew |
$54.4K - $59.1K
|
2.28K
$61.6K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
965+ 7.35% |
$23K - $25K
|
14.1K
$380K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
645New |
$15.4K - $16.7K
|
645
$17.4K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
305+ 19.32% |
$7.27K - $7.9K
|
1.88K
$50.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22- 1.32% |
$524 - $570
|
1.64K
$44.2K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-161- 1.04% |
$3.84K - $4.17K
|
15.3K
$412K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-161- 1.04% |
$3.84K - $4.17K
|
15.3K
$412K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.02K- 14.37% |
$215K - $234K
|
53.8K
$1.45M
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-35.5K- 45.89% |
$847K - $920K
|
41.9K
$1.13M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-49.3K- 41.67% |
$1.18M - $1.28M
|
69.1K
$1.86M
|