Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
BUY
|
- |
121K+ 2.72% |
$2.94M - $3.3M
|
4.57M
$123M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77K+ 12.95% |
$1.87M - $2.1M
|
672K
$18.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
56.7KNew |
$1.38M - $1.55M
|
56.7K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.8KNew |
$580K - $651K
|
23.8K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.9K+ 1031.12% |
$411K - $461K
|
18.5K
$500K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.34K+ 58.65% |
$32.6K - $36.6K
|
3.62K
$97.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.22K+ 80.26% |
$29.6K - $33.2K
|
2.73K
$73.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-936- 1.02% |
$22.8K - $25.6K
|
90.5K
$2.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.27K- 2.39% |
$30.8K - $34.6K
|
51.7K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.02K- 2.61% |
$49K - $55K
|
75.1K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.69K- 44.54% |
$236K - $265K
|
12.1K
$326K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.8K- 48.22% |
$311K - $350K
|
13.8K
$371K
|