Purchases and Sales Made in Q2 2022 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
634K+ 8.81% |
$26M - $31.9M
|
7.82M
$469M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
634K+ 8.81% |
$26M - $31.9M
|
7.82M
$469M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
599KNew |
$24.6M - $30.2M
|
599K
$35.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
207KNew |
$8.47M - $10.4M
|
207K
$12.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
192K+ 10.1% |
$7.87M - $9.68M
|
2.09M
$125M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
167K+ 13.06% |
$6.85M - $8.42M
|
1.45M
$86.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
166K+ 7.74% |
$6.81M - $8.37M
|
2.31M
$139M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
133KNew |
$5.45M - $6.7M
|
133K
$7.96M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
130KNew |
$5.33M - $6.55M
|
130K
$7.79M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
109KNew |
$4.46M - $5.49M
|
109K
$6.53M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
104K+ 9.05% |
$4.27M - $5.25M
|
1.26M
$75.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
102K+ 102.72% |
$4.2M - $5.16M
|
202K
$12.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71K+ 8.62% |
$2.91M - $3.58M
|
894K
$53.6M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
68K+ 20.72% |
$2.79M - $3.43M
|
396K
$23.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58.2KNew |
$2.38M - $2.93M
|
58.2K
$3.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.2K+ 3.6% |
$2.34M - $2.88M
|
1.65M
$98.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.2K+ 1.73% |
$2.1M - $2.58M
|
3.01M
$180M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49K+ 3.95% |
$2.01M - $2.47M
|
1.29M
$77.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
47.6K+ 54.78% |
$1.95M - $2.4M
|
135K
$8.06M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.4K+ 19.85% |
$1.94M - $2.39M
|
286K
$17.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.1K+ 6.65% |
$1.07M - $1.31M
|
418K
$25.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
25.4K+ 14.25% |
$1.04M - $1.28M
|
204K
$12.2M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22K+ 55.2% |
$900K - $1.11M
|
61.7K
$3.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20.6KNew |
$845K - $1.04M
|
20.6K
$1.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.9KNew |
$816K - $1M
|
19.9K
$1.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
18.2KNew |
$745K - $917K
|
18.2K
$1.09M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
14.2K+ 5.61% |
$581K - $714K
|
267K
$16M
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
12.9K+ 5.83% |
$530K - $652K
|
235K
$14.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
12.9K+ 20.08% |
$527K - $648K
|
76.9K
$4.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
11.8K+ 8.06% |
$483K - $594K
|
158K
$9.46M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11K+ 9.05% |
$451K - $555K
|
133K
$7.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.9KNew |
$447K - $550K
|
10.9K
$654K
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
10.3K+ 115.09% |
$421K - $518K
|
19.2K
$1.15M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.61KNew |
$394K - $484K
|
9.61K
$576K
|
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.1KNew |
$373K - $459K
|
9.1K
$545K
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.07K+ 3.27% |
$331K - $407K
|
255K
$15.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.94K+ 6.61% |
$285K - $350K
|
112K
$6.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.63K+ 152.55% |
$272K - $334K
|
11K
$658K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.54K+ 3.67% |
$268K - $330K
|
185K
$11.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.75KNew |
$236K - $290K
|
5.75K
$345K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.72K+ 83.75% |
$234K - $288K
|
12.6K
$752K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.37K+ 69.08% |
$220K - $271K
|
13.2K
$788K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.25K+ 4.29% |
$215K - $265K
|
128K
$7.65M
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
5.24K+ 22.44% |
$215K - $264K
|
28.6K
$1.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.19K+ 21.64% |
$213K - $261K
|
29.2K
$1.75M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.18K+ 24.89% |
$212K - $261K
|
26K
$1.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.12KNew |
$210K - $258K
|
5.12K
$307K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.61K+ 4.28% |
$189K - $232K
|
112K
$6.74M
|
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3.91K+ 21.26% |
$160K - $197K
|
22.3K
$1.34M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.73KNew |
$153K - $188K
|
3.73K
$224K
|