Purchases and Sales Made in Q1 2022 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
565K+ 35.71% |
$25.4M - $28.4M
|
2.15M
$130M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
374K+ 5.49% |
$16.9M - $18.8M
|
7.19M
$436M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
322K+ 4190.26% |
$14.5M - $16.2M
|
330K
$20M
|
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
179KNew |
$8.04M - $8.98M
|
179K
$10.8M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
156K+ 13.84% |
$7M - $7.82M
|
1.28M
$77.5M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
148K+ 5.25% |
$6.67M - $7.45M
|
2.97M
$180M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
135K+ 9.29% |
$6.08M - $6.8M
|
1.59M
$96.2M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
80.2K+ 7.49% |
$3.61M - $4.03M
|
1.15M
$69.8M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
63.9K+ 6823.91% |
$2.88M - $3.22M
|
64.9K
$3.93M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
59K+ 5.0% |
$2.66M - $2.97M
|
1.24M
$75.2M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.3K+ 1.52% |
$2M - $2.23M
|
2.96M
$179M
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
38.6K+ 89.31% |
$1.74M - $1.94M
|
81.7K
$4.95M
|
|
|
Apr 18, 2022
Q1 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
37.6K+ 142.0% |
$1.69M - $1.89M
|
64.1K
$3.88M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28.5K+ 1624.43% |
$1.28M - $1.43M
|
30.2K
$1.83M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.2KNew |
$1.27M - $1.42M
|
28.2K
$1.71M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.3K+ 41.07% |
$1.14M - $1.27M
|
86.9K
$5.27M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
24K+ 22.01% |
$1.08M - $1.21M
|
133K
$8.05M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
23.8K+ 10.03% |
$1.07M - $1.2M
|
261K
$15.8M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.1K+ 22.23% |
$996K - $1.11M
|
122K
$7.37M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21.5K+ 9.54% |
$967K - $1.08M
|
247K
$14.9M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
21.2K+ 4.82% |
$955K - $1.07M
|
461K
$27.9M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
20.8KNew |
$937K - $1.05M
|
20.8K
$1.26M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
15.6K+ 92.48% |
$703K - $785K
|
32.5K
$1.97M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.5K+ 20.91% |
$698K - $780K
|
89.6K
$5.43M
|
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
14.5K+ 11.76% |
$655K - $731K
|
138K
$8.37M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.8K+ 39.57% |
$621K - $694K
|
48.7K
$2.95M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.5K+ 14.18% |
$609K - $681K
|
109K
$6.6M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
13.2K+ 4.19% |
$594K - $663K
|
328K
$19.9M
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
8.92KNew |
$402K - $449K
|
8.92K
$541K
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
8.8KNew |
$396K - $443K
|
8.8K
$533K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.3KNew |
$374K - $418K
|
8.3K
$503K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
8.06K+ 3.3% |
$363K - $406K
|
252K
$15.3M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.78KNew |
$350K - $391K
|
7.78K
$471K
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.17KNew |
$278K - $310K
|
6.17K
$374K
|
|
|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
BUY
|
- |
6.1K+ 4.49% |
$275K - $307K
|
142K
$8.61M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.86KNew |
$264K - $295K
|
5.86K
$355K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
5.64K+ 2.61% |
$254K - $284K
|
222K
$13.4M
|
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.11K+ 27.06% |
$230K - $257K
|
24K
$1.45M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.06K+ 6.77% |
$228K - $254K
|
79.7K
$4.83M
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.03KNew |
$226K - $253K
|
5.03K
$304K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.94KNew |
$223K - $249K
|
4.94K
$300K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.86K+ 4.51% |
$219K - $245K
|
113K
$6.83M
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.85KNew |
$218K - $244K
|
4.85K
$294K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
4.78K+ 38.09% |
$215K - $240K
|
17.3K
$1.05M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.65K+ 7.62% |
$209K - $234K
|
65.6K
$3.98M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.19KNew |
$189K - $211K
|
4.19K
$254K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.97K+ 14.09% |
$179K - $199K
|
32.1K
$1.95M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.97K+ 60.15% |
$134K - $149K
|
7.91K
$479K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
2.89K+ 3.53% |
$130K - $145K
|
84.6K
$5.13M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.58K+ 92.17% |
$116K - $130K
|
5.38K
$326K
|