Purchases and Sales Made in Q4 2022 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6- 0.01% |
$257 - $296
|
58.1K
$3.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 30.56% |
$471 - $543
|
25
$1.56K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.31% |
$984 - $1.13K
|
7.32K
$456K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-38- 0.41% |
$1.63K - $1.87K
|
9.15K
$570K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-67- 0.97% |
$2.87K - $3.3K
|
6.84K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-87- 1.63% |
$3.72K - $4.29K
|
5.26K
$328K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-93- 0.45% |
$3.98K - $4.59K
|
20.8K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-97- 5.71% |
$4.15K - $4.78K
|
1.6K
$99.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-97- 7.0% |
$4.15K - $4.78K
|
1.29K
$80.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-100- 1.78% |
$4.28K - $4.93K
|
5.52K
$344K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-153- 1.36% |
$6.55K - $7.55K
|
11.1K
$691K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-160- 0.53% |
$6.85K - $7.89K
|
30.1K
$1.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-161- 0.41% |
$6.89K - $7.94K
|
39.3K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-169- 2.98% |
$7.23K - $8.34K
|
5.51K
$343K
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-228- 3.33% |
$9.76K - $11.2K
|
6.61K
$412K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-249- 1.95% |
$10.7K - $12.3K
|
12.5K
$781K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-312- 1.03% |
$13.4K - $15.4K
|
29.9K
$1.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-318- 1.79% |
$13.6K - $15.7K
|
17.5K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-435- 3.64% |
$18.6K - $21.5K
|
11.5K
$716K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-454- 6.78% |
$19.4K - $22.4K
|
6.24K
$389K
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-668- 4.74% |
$28.6K - $32.9K
|
13.4K
$836K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-676- 3.06% |
$28.9K - $33.3K
|
21.4K
$1.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-703- 8.03% |
$30.1K - $34.7K
|
8.05K
$501K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-721- 5.61% |
$30.9K - $35.6K
|
12.1K
$756K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-731- 8.6% |
$31.3K - $36.1K
|
7.77K
$484K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-731- 0.46% |
$31.3K - $36.1K
|
159K
$9.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-808- 8.35% |
$34.6K - $39.9K
|
8.87K
$552K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-878- 15.5% |
$37.6K - $43.3K
|
4.79K
$298K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-909- 15.21% |
$38.9K - $44.8K
|
5.07K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-940- 2.34% |
$40.2K - $46.4K
|
39.3K
$2.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-970- 3.38% |
$41.5K - $47.8K
|
27.7K
$1.72M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.05K- 6.42% |
$44.7K - $51.5K
|
15.2K
$949K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.28K- 6.53% |
$54.6K - $62.9K
|
18.3K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-1.4K- 15.17% |
$59.9K - $69.1K
|
7.84K
$488K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 58.44% |
$64.3K - $74.1K
|
1.07K
$66.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.82K- 3.55% |
$78K - $89.9K
|
49.5K
$3.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.26K- 16.27% |
$96.5K - $111K
|
11.6K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.49K- 24.99% |
$107K - $123K
|
7.48K
$466K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.53K- 85.79% |
$108K - $125K
|
419
$26.1K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 12.87% |
$115K - $132K
|
18.2K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.78K- 5.96% |
$119K - $137K
|
43.9K
$2.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2.84K- 18.58% |
$121K - $140K
|
12.4K
$775K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.09K- 7.75% |
$132K - $153K
|
36.8K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.64K- 15.57% |
$156K - $180K
|
19.7K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.68K- 4.78% |
$157K - $181K
|
73.2K
$4.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
SELL
|
- |
-4.17K- 1.46% |
$179K - $206K
|
281K
$17.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-5.05K- 2.37% |
$216K - $249K
|
208K
$12.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-5.41K- 4.83% |
$232K - $267K
|
107K
$6.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.87K- 4.26% |
$251K - $290K
|
132K
$8.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.9K- 55.13% |
$253K - $291K
|
4.81K
$299K
|