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 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-78- 0.59% |
$3.51K - $3.92K
|
13.2K
$826K
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-80- 0.75% |
$3.6K - $4.02K
|
10.6K
$665K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-100- 1.2% |
$4.5K - $5.03K
|
8.25K
$516K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-103- 0.24% |
$4.64K - $5.18K
|
42.6K
$2.66M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-123- 0.61% |
$5.54K - $6.19K
|
20.2K
$1.26M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-125- 3.78% |
$5.63K - $6.29K
|
3.19K
$199K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-139- 1.49% |
$6.26K - $6.99K
|
9.18K
$574K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 20.0% |
$6.76K - $7.55K
|
600
$37.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-150Closed |
$6.76K - $7.55K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-152- 0.79% |
$6.85K - $7.65K
|
19.2K
$1.2M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-205- 3.96% |
$9.23K - $10.3K
|
4.98K
$311K
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-273- 1.99% |
$12.3K - $13.7K
|
13.5K
$841K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-276- 6.65% |
$12.4K - $13.9K
|
3.87K
$242K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-300Closed |
$13.5K - $15.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-302Closed |
$13.6K - $15.2K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-320- 0.47% |
$14.4K - $16.1K
|
67.3K
$4.21M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-400Closed |
$18K - $20.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-404- 2.75% |
$18.2K - $20.3K
|
14.3K
$893K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-432- 2.13% |
$19.5K - $21.7K
|
19.9K
$1.24M
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-500- 4.66% |
$22.5K - $25.2K
|
10.2K
$640K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-563- 3.27% |
$25.4K - $28.3K
|
16.6K
$1.04M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-592- 0.15% |
$26.7K - $29.8K
|
392K
$24.5M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-610- 1.16% |
$27.5K - $30.7K
|
52.1K
$3.26M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-615- 2.28% |
$27.7K - $30.9K
|
26.4K
$1.65M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-705Closed |
$31.8K - $35.5K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-721- 2.84% |
$32.5K - $36.3K
|
24.6K
$1.54M
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-741- 0.74% |
$33.4K - $37.3K
|
99.8K
$6.24M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-798Closed |
$35.9K - $40.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-806- 2.86% |
$36.3K - $40.5K
|
27.4K
$1.71M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-817- 2.59% |
$36.8K - $41.1K
|
30.7K
$1.92M
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-820- 14.78% |
$36.9K - $41.3K
|
4.73K
$296K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-922- 8.46% |
$41.5K - $46.4K
|
9.98K
$624K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-955- 4.28% |
$43K - $48K
|
21.4K
$1.34M
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-974- 9.82% |
$43.9K - $49K
|
8.94K
$559K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1KClosed |
$45K - $50.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.02K- 4.65% |
$45.8K - $51.2K
|
20.9K
$1.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.06K- 5.26% |
$47.6K - $53.2K
|
19K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.11K- 30.14% |
$50.1K - $55.9K
|
2.58K
$161K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.16K- 5.55% |
$52K - $58.1K
|
19.6K
$1.23M
|
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.17KClosed |
$52.5K - $58.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.38K- 4.67% |
$62.2K - $69.4K
|
28.1K
$1.76M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.45K- 6.84% |
$65.2K - $72.8K
|
19.7K
$1.23M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.54K- 2.67% |
$69.3K - $77.4K
|
56.1K
$3.51M
|
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.55K- 14.03% |
$69.8K - $77.9K
|
9.49K
$593K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.05K- 5.24% |
$92.5K - $103K
|
37.1K
$2.32M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.06K- 2.57% |
$92.6K - $103K
|
78.1K
$4.88M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.09K- 2.96% |
$94.1K - $105K
|
68.6K
$4.29M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.17K- 14.39% |
$97.5K - $109K
|
12.9K
$806K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.35K- 29.41% |
$106K - $118K
|
5.65K
$353K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.68K- 1.11% |
$121K - $135K
|
239K
$14.9M
|