Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
478K+ 371.47% |
$12.1M - $13.7M
|
607K
$15.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
123KNew |
$3.12M - $3.52M
|
123K
$3.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
95.2K+ 176.03% |
$2.41M - $2.72M
|
149K
$3.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
86.5KNew |
$2.19M - $2.47M
|
86.5K
$2.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
56.3KNew |
$1.43M - $1.61M
|
56.3K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.1K+ 561.36% |
$1.32M - $1.49M
|
61.4K
$1.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.8K+ 137.44% |
$1.08M - $1.22M
|
73.9K
$1.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.2KNew |
$588K - $664K
|
23.2K
$603K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.7KNew |
$449K - $507K
|
17.7K
$460K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 63.42% |
$404K - $456K
|
41K
$1.07M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
9.16KNew |
$232K - $262K
|
9.16K
$238K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.74K+ 1993.75% |
$146K - $164K
|
6.03K
$157K
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.44K+ 62.23% |
$138K - $156K
|
14.2K
$369K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.4KNew |
$60.8K - $68.6K
|
2.4K
$62.3K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.1KNew |
$53.2K - $60.1K
|
2.1K
$54.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.06K+ 13.96% |
$26.9K - $30.3K
|
8.65K
$225K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
726New |
$18.4K - $20.8K
|
726
$18.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
284New |
$7.2K - $8.13K
|
284
$7.38K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100New |
$2.54K - $2.86K
|
100
$2.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-122Closed |
$3.09K - $3.49K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-220Closed |
$5.58K - $6.29K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.1KClosed |
$53.2K - $60.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.34KClosed |
$59.3K - $66.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.84K- 27.25% |
$173K - $196K
|
18.3K
$475K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.85KClosed |
$199K - $224K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-9K- 15.02% |
$228K - $258K
|
50.9K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.9K- 26.6% |
$301K - $340K
|
32.8K
$851K
|
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-147K- 3.38% |
$3.72M - $4.2M
|
4.2M
$109M
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-214KClosed |
$5.43M - $6.13M
|
0
$0
|