Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
BUY
|
- |
156K+ 3.94% |
$3.71M - $4.03M
|
4.11M
$107M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.4K+ 306.83% |
$1.13M - $1.23M
|
62.8K
$1.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17.8K+ 80.33% |
$425K - $462K
|
40K
$1.04M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.83KNew |
$187K - $203K
|
7.83K
$204K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.58KNew |
$37.7K - $40.9K
|
1.58K
$41K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 50.24% |
$25.2K - $27.3K
|
3.16K
$82K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100New |
$2.39K - $2.59K
|
100
$2.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
34New |
$811 - $881
|
34
$883
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7+ 0.08% |
$167 - $181
|
8.66K
$225K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-244- 10.17% |
$5.82K - $6.32K
|
2.16K
$56K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-284- 1.81% |
$6.77K - $7.36K
|
15.4K
$401K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.72K- 62.04% |
$64.8K - $70.3K
|
1.66K
$43.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.66K- 75.13% |
$87.3K - $94.8K
|
1.21K
$31.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.59K- 18.66% |
$133K - $145K
|
24.4K
$633K
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-8.74K- 10.14% |
$208K - $226K
|
77.4K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.8K- 52.16% |
$401K - $436K
|
15.4K
$401K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.4K- 14.67% |
$485K - $527K
|
118K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.3K- 66.73% |
$628K - $682K
|
13.1K
$341K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.1K- 54.13% |
$693K - $753K
|
24.6K
$640K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-78K- 45.28% |
$1.86M - $2.02M
|
94.3K
$2.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-94.6K- 65.78% |
$2.26M - $2.45M
|
49.2K
$1.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-112K- 19.89% |
$2.68M - $2.91M
|
453K
$11.8M
|