Creative Financial Designs Inc First Tr ETF Vi Dorseywright D Transaction History

Creative Financial Designs Inc

$1.16 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$25.35 - $28.61 $5,577 - $6,294	-220 Closed	0 $0
Q1 2022 Apr 15, 2022	SELL	$23.6 - $29.76 $59,472 - $74,995	-2,520 Reduced 91.97%	220 $6,000
Q3 2021 Oct 08, 2021	SELL	$24.17 - $26.17 $29,970 - $32,450	-1,240 Reduced 31.16%	2,740 $68,000
Q2 2021 Jul 27, 2021	SELL	$23.32 - $25.44 $9,094 - $9,921	-390 Reduced 8.92%	3,980 $101,000
Q1 2021 Apr 19, 2021	SELL	$21.43 - $24.54 $2,035 - $2,331	-95 Reduced 2.13%	4,370 $104,000
Q4 2020 Jan 08, 2021	SELL	$18.06 - $22.09 $632 - $773	-35 Reduced 0.78%	4,465 $97,000
Q3 2020 Oct 06, 2020	BUY	$17.33 - $18.27 $953 - $1,004	55 Added 1.24%	4,500 $81,000
Q2 2020 Jul 23, 2020	BUY	$16.49 - $17.44 $3,050 - $3,226	185 Added 4.34%	4,445 $77,000
Q1 2020 Apr 22, 2020	BUY	$14.49 - $22.67 $12,751 - $19,949	880 Added 26.04%	4,260 $70,000
Q4 2019 Jan 17, 2020	BUY	$19.28 - $21.14 $65,166 - $71,453	3,380 New	3,380 $71,000

Others Institutions Holding DALI

# of Institutions

23

Shares Held

4.17M

Call Options Held

0

Put Options Held

0

Strid Group, LLC

3.62M
Shares

$91 Million
14.06% of portfolio
Prospera Financial Services Inc

209K
Shares

$5.25 Million
0.14% of portfolio
Lpl Financial LLC Fort Mill, SC

73.9K
Shares

$1.86 Million
0.0% of portfolio
Pathstone Family Office, LLC Englewood, NJ

56.7K
Shares

$1.43 Million
0.01% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

46.6K
Shares

$1.17 Million
0.0% of portfolio

About FIRST TR ETF VI DORSEYWRIGHT D

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