Purchases and Sales Made in Q3 2024 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-127- 2.49% |
$6.52K - $7.6K
|
4.97K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-129- 3.31% |
$6.62K - $7.72K
|
3.77K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-130- 2.89% |
$6.68K - $7.78K
|
4.37K
$273K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-132- 0.95% |
$6.78K - $7.9K
|
13.7K
$857K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-160- 2.15% |
$8.22K - $9.57K
|
7.27K
$453K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-160- 2.15% |
$8.22K - $9.57K
|
7.27K
$453K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-162- 4.03% |
$8.32K - $9.69K
|
3.86K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-170- 0.56% |
$8.73K - $10.2K
|
30.1K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-172- 0.91% |
$8.83K - $10.3K
|
18.7K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-191- 2.31% |
$9.81K - $11.4K
|
8.06K
$503K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-200- 2.35% |
$10.3K - $12K
|
8.32K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-203- 99.02% |
$10.4K - $12.1K
|
2
$125
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-214- 0.61% |
$11K - $12.8K
|
34.6K
$2.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-218- 1.1% |
$11.2K - $13K
|
19.6K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-266- 0.23% |
$13.7K - $15.9K
|
117K
$7.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-266- 6.92% |
$13.7K - $15.9K
|
3.58K
$223K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-275- 18.21% |
$14.1K - $16.5K
|
1.24K
$77K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-300- 1.37% |
$15.4K - $17.9K
|
21.6K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-322- 5.03% |
$16.5K - $19.3K
|
6.08K
$379K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-330- 2.12% |
$16.9K - $19.7K
|
15.2K
$948K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-341- 2.14% |
$17.5K - $20.4K
|
15.6K
$971K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-375- 6.52% |
$19.3K - $22.4K
|
5.38K
$335K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-403- 1.41% |
$20.7K - $24.1K
|
28.1K
$1.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-595- 1.56% |
$30.6K - $35.6K
|
37.5K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-605- 1.61% |
$31.1K - $36.2K
|
37.1K
$2.31M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-625- 1.14% |
$32.1K - $37.4K
|
54.4K
$3.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-647- 1.18% |
$33.2K - $38.7K
|
54.1K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-675- 12.44% |
$34.7K - $40.4K
|
4.75K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-677- 3.62% |
$34.8K - $40.5K
|
18K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-721- 0.52% |
$37K - $43.1K
|
139K
$8.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-745- 3.78% |
$38.3K - $44.6K
|
19K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-754- 4.39% |
$38.7K - $45.1K
|
16.4K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-814- 4.66% |
$41.8K - $48.7K
|
16.7K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-901- 2.28% |
$46.3K - $53.9K
|
38.6K
$2.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-910- 0.94% |
$46.7K - $54.4K
|
96.3K
$6.01M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-910- 0.94% |
$46.7K - $54.4K
|
96.3K
$6.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 7.45% |
$53.7K - $62.6K
|
13K
$811K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.06K- 19.25% |
$54.4K - $63.4K
|
4.45K
$277K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.06K- 2.95% |
$54.5K - $63.5K
|
34.9K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.11K- 2.95% |
$57K - $66.5K
|
36.5K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.23K- 1.61% |
$63.3K - $73.8K
|
75.5K
$4.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 6.54% |
$63.6K - $74.1K
|
17.7K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-1.25K- 15.6% |
$63.9K - $74.5K
|
6.74K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.27K- 12.59% |
$65.3K - $76K
|
8.83K
$550K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.32K- 0.3% |
$67.9K - $79.1K
|
439K
$27.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.34K- 0.85% |
$68.9K - $80.2K
|
156K
$9.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.43K- 5.41% |
$73.6K - $85.8K
|
25.1K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.54K- 34.38% |
$78.8K - $91.8K
|
2.93K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.63K- 9.93% |
$83.7K - $97.5K
|
14.8K
$922K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.65K- 5.5% |
$84.9K - $98.9K
|
28.4K
$1.77M
|