Purchases and Sales Made in Q2 2023 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.65K- 5.47% |
$70.9K - $77.3K
|
28.5K
$1.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.66K- 3.64% |
$71.5K - $78K
|
44K
$2.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.67K- 14.29% |
$71.9K - $78.4K
|
10K
$592K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.67K- 22.64% |
$72K - $78.5K
|
5.72K
$337K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 2.18% |
$78.3K - $85.4K
|
81.6K
$4.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.93K- 5.79% |
$82.9K - $90.4K
|
31.4K
$1.85M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.03K- 0.76% |
$87.3K - $95.2K
|
265K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 9.42% |
$97K - $106K
|
21.7K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.29K- 17.14% |
$98.6K - $108K
|
11.1K
$654K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.66K- 2.85% |
$115K - $125K
|
90.7K
$5.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.71K- 12.61% |
$116K - $127K
|
18.7K
$1.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.22K- 8.85% |
$139K - $151K
|
33.2K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.29K- 54.26% |
$142K - $154K
|
2.77K
$164K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-3.5K- 11.56% |
$151K - $164K
|
26.8K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.74K- 8.56% |
$161K - $175K
|
39.9K
$2.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3.74K- 10.78% |
$161K - $175K
|
31K
$1.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.75K- 13.41% |
$161K - $176K
|
24.2K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.19K- 2.79% |
$180K - $196K
|
146K
$8.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-4.53K- 38.12% |
$195K - $212K
|
7.35K
$434K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.82K- 25.44% |
$207K - $226K
|
14.1K
$834K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.53K- 19.9% |
$238K - $259K
|
22.3K
$1.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-5.64K- 1.66% |
$243K - $265K
|
335K
$19.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.1K- 8.24% |
$262K - $286K
|
67.9K
$4.01M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.54K- 29.74% |
$281K - $307K
|
15.5K
$912K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-6.63K- 33.25% |
$285K - $311K
|
13.3K
$785K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.76K- 1.54% |
$291K - $317K
|
431K
$25.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6.78K- 2.95% |
$292K - $318K
|
223K
$13.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-6.79K- 12.48% |
$292K - $318K
|
47.6K
$2.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7.16K- 25.36% |
$308K - $336K
|
21.1K
$1.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.99K- 6.91% |
$344K - $375K
|
108K
$6.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.13K- 6.73% |
$350K - $381K
|
113K
$6.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.36K- 3.16% |
$360K - $392K
|
256K
$15.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.1K- 34.38% |
$391K - $427K
|
17.4K
$1.03M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.55K- 31.26% |
$411K - $448K
|
21K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.2K- 69.71% |
$440K - $480K
|
4.44K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-12.7K- 74.74% |
$545K - $594K
|
4.28K
$252K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.1K- 11.17% |
$564K - $615K
|
104K
$6.15M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-13.7K- 76.18% |
$589K - $642K
|
4.28K
$252K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-14K- 3.17% |
$601K - $655K
|
426K
$25.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14K- 75.68% |
$602K - $657K
|
4.5K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-14.9K- 9.04% |
$641K - $699K
|
150K
$8.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.7K- 1.02% |
$676K - $737K
|
1.53M
$90.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-19.3K- 42.4% |
$830K - $905K
|
26.2K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22.2K- 9.66% |
$956K - $1.04M
|
208K
$12.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-22.3K- 33.67% |
$960K - $1.05M
|
44K
$2.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-24.5K- 1.2% |
$1.06M - $1.15M
|
2.03M
$120M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25K- 5.74% |
$1.07M - $1.17M
|
410K
$24.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.9K- 23.56% |
$1.16M - $1.26M
|
87.2K
$5.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.8K- 65.65% |
$1.33M - $1.45M
|
16.1K
$951K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-32K- 73.29% |
$1.37M - $1.5M
|
11.6K
$687K
|