Purchases and Sales Made in Q1 2022 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST DORSEY WRIGHT FOCU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.54K+ 1.52% |
$114K - $128K
|
169K
$9.99M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.15K+ 13.37% |
$96.9K - $108K
|
18.2K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.14K+ 11.67% |
$96.4K - $108K
|
20.5K
$1.21M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2K+ 3.85% |
$90.1K - $101K
|
54K
$3.19M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.93K+ 7.84% |
$86.9K - $97K
|
26.5K
$1.57M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 25.22% |
$75.5K - $84.3K
|
8.32K
$491K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.53KNew |
$69K - $77.1K
|
1.53K
$90.5K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.5K+ 0.85% |
$67.5K - $75.4K
|
178K
$10.5M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.26K+ 1.04% |
$56.5K - $63.1K
|
122K
$7.22M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.05K+ 12.99% |
$47.5K - $53K
|
9.17K
$541K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.04K+ 18.11% |
$46.8K - $52.3K
|
6.78K
$400K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.02K+ 2.55% |
$45.7K - $51.1K
|
40.8K
$2.41M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1K+ 334.33% |
$45.2K - $50.5K
|
1.3K
$76.9K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
939+ 1.81% |
$42.3K - $47.2K
|
53K
$3.13M
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
894New |
$40.3K - $45K
|
894
$52.8K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
749+ 1.92% |
$33.7K - $37.7K
|
39.8K
$2.35M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
645+ 1.15% |
$29.1K - $32.4K
|
56.6K
$3.34M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
635+ 51.38% |
$28.6K - $31.9K
|
1.87K
$110K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
550+ 2.41% |
$24.8K - $27.7K
|
23.4K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
510New |
$23K - $25.7K
|
510
$30.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
495+ 85.34% |
$22.3K - $24.9K
|
1.08K
$63.4K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
353+ 5.92% |
$15.9K - $17.8K
|
6.32K
$373K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
325+ 0.96% |
$14.6K - $16.4K
|
34.3K
$2.03M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
317New |
$14.3K - $15.9K
|
317
$18.7K
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
301+ 0.27% |
$13.6K - $15.1K
|
110K
$6.51M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
297+ 0.58% |
$13.4K - $14.9K
|
51.9K
$3.06M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
295+ 0.27% |
$13.3K - $14.8K
|
108K
$6.37M
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
288+ 1.34% |
$13K - $14.5K
|
21.8K
$1.29M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
283+ 0.39% |
$12.7K - $14.2K
|
73.4K
$4.33M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
282+ 4.0% |
$12.7K - $14.2K
|
7.33K
$432K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
260New |
$11.7K - $13.1K
|
260
$15.3K
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
227+ 1.25% |
$10.2K - $11.4K
|
18.4K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
180New |
$8.11K - $9.06K
|
180
$10.6K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
137+ 2.05% |
$6.17K - $6.89K
|
6.83K
$403K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
128+ 0.52% |
$5.77K - $6.44K
|
24.6K
$1.45M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
120New |
$5.4K - $6.04K
|
120
$7.08K
|
|
|
Jun 02, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
100+ 0.36% |
$4.5K - $5.03K
|
27.5K
$1.62M
|
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
50+ 0.33% |
$2.25K - $2.52K
|
15.2K
$895K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27+ 0.08% |
$1.22K - $1.36K
|
32K
$1.89M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.06% |
$450 - $503
|
15.8K
$930K
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8+ 0.18% |
$360 - $402
|
4.49K
$265K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.16% |
$360 - $402
|
5.04K
$297K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
8+ 0.07% |
$360 - $402
|
12K
$706K
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.09% |
$180 - $201
|
4.63K
$273K
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3+ 0.06% |
$135 - $151
|
4.77K
$281K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.04% |
$90.1 - $101
|
4.84K
$286K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$45 - $50.3
|
1.49K
$87.7K
|
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-5- 0.04% |
$225 - $252
|
12.9K
$763K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-51- 0.16% |
$2.3K - $2.57K
|
31.6K
$1.86M
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-78- 0.59% |
$3.51K - $3.92K
|
13.2K
$780K
|