Latest Institutional Transactions on First Tr ETF Vi Dorsey Wright (DVLU)
This table provides information on the latest institutional transactions involving First Tr ETF Vi Dorsey Wright (DVLU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.41K+ 7.92% |
$35.6K - $42.5K
|
19.2K
$536K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.1K- 61.96% |
$558K - $666K
|
13.6K
$378K
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-74.4K- 70.51% |
$1.88M - $2.24M
|
31.1K
$868K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.88K+ 27.17% |
$123K - $147K
|
22.8K
$636K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.43K+ 0.62% |
$86.6K - $103K
|
554K
$15.4M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.92K- 10.39% |
$48.5K - $57.9K
|
16.6K
$462K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-87- 0.56% |
$2.2K - $2.62K
|
15.4K
$429K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.26K- 20.21% |
$196K - $243K
|
36.5K
$1.02M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$21.2 - $26.2
|
1
$27.9
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.02K- 21.41% |
$21.5K - $26.6K
|
3.73K
$104K
|
|
Q3 2023 | |||||||
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.7K+ 108.89% |
$333K - $362K
|
28.2K
$788K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-323- 29.66% |
$7.3K - $7.94K
|
766
$21.4K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.66K- 34.58% |
$35.6K - $39.1K
|
3.14K
$87.5K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-550- 3.32% |
$11.5K - $13.5K
|
16K
$446K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
68New |
$1.42K - $1.67K
|
68
$1.9K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
449New |
$9.85K - $10.7K
|
449
$12.5K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.06K+ 4.65% |
$22.6K - $27.9K
|
23.8K
$662K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16.7KClosed |
$358K - $443K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.35KClosed |
$71.7K - $88.6K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1KClosed |
$21.4K - $26.5K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-65.8KClosed |
$1.58M - $1.73M
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-141Closed |
$3.31K - $3.62K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-36.9KClosed |
$866K - $946K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-10.5KClosed |
$247K - $270K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-24.9KClosed |
$584K - $638K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.6KClosed |
$883K - $965K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-46.3KClosed |
$1.03M - $1.15M
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.2KClosed |
$603K - $676K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2021 | |||||||
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$885 - $1.2K
|
50
$1.39K
|
|
Q3 2020 | |||||||
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21.4KClosed |
$292K - $335K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-21KClosed |
$230K - $326K
|
0
$0
|
|
Q1 2020 | |||||||
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.7KClosed |
$119K - $255K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27.1KNew |
$484K - $536K
|
27.1K
$755K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-62.6KClosed |
$1.1M - $1.19M
|
0
$0
|
|
Q2 2019 | |||||||
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-500Closed |
$8.68K - $9.36K
|
0
$0
|