Western Wealth Management, LLC First Tr ETF Vi Dorseywright D Transaction History

Western Wealth Management, LLC

$1.33 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$25.35 - $28.61 $198,896 - $224,474	-7,846 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$23.6 - $29.76 $185,165 - $233,496	7,846 New	7,846 $212,000
Q2 2020 Jul 20, 2020	SELL	$16.49 - $17.44 $200,699 - $212,262	-12,171 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$14.49 - $22.67 $72 - $113	5 Added 0.04%	12,171 $201,000
Q4 2019 Feb 10, 2020	BUY	$19.28 - $21.14 $192 - $211	10 Added 0.08%	12,166 $257,000
Q3 2019 Nov 08, 2019	SELL	$19.6 - $20.98 $34,104 - $36,505	-1,740 Reduced 12.52%	12,156 $243,000
Q2 2019 Aug 06, 2019	BUY	$18.96 - $20.58 $18 - $20	1 Added 0.01%	13,896 $283,000
Q4 2018 Feb 15, 2019	BUY	$16.0 - $21.03 $222,320 - $292,211	13,895 New	13,895 $236,000

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

Ticker DALI
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