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 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.9K- 10.73% |
$131K - $146K
|
24.1K
$1.48M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.25K- 1.92% |
$146K - $164K
|
166K
$10.2M
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.73K- 10.0% |
$168K - $188K
|
33.6K
$2.05M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.98K- 4.58% |
$179K - $200K
|
82.9K
$5.07M
|
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-4.09KClosed |
$184K - $206K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.14K- 7.81% |
$186K - $208K
|
48.8K
$2.99M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.42K- 9.38% |
$199K - $222K
|
42.7K
$2.61M
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-4.55K- 39.67% |
$205K - $229K
|
6.92K
$423K
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
SELL
|
- |
-5.25K- 33.86% |
$237K - $264K
|
10.3K
$627K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.9KClosed |
$266K - $297K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.15K- 1.5% |
$277K - $310K
|
403K
$24.6M
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-6.67K- 45.06% |
$301K - $336K
|
8.14K
$498K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.02K- 9.64% |
$316K - $353K
|
65.8K
$4.02M
|
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
SELL
|
- |
-7.39K- 2.45% |
$333K - $372K
|
294K
$18M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-11.2KClosed |
$503K - $561K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.9KClosed |
$536K - $599K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-12.1K- 6.6% |
$546K - $610K
|
172K
$10.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-13.8KClosed |
$621K - $694K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.5K- 23.78% |
$653K - $729K
|
46.5K
$2.84M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.7K- 60.48% |
$662K - $740K
|
9.61K
$588K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 26.56% |
$679K - $758K
|
41.7K
$2.55M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-23.9K- 14.06% |
$1.08M - $1.2M
|
146K
$8.94M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-41.8K- 42.29% |
$1.88M - $2.1M
|
57.1K
$3.49M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-45.4K- 16.36% |
$2.05M - $2.29M
|
232K
$14.2M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-51.9K- 49.63% |
$2.34M - $2.61M
|
52.7K
$3.22M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-53.2K- 67.13% |
$2.4M - $2.68M
|
26K
$1.59M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-69.7K- 25.17% |
$3.14M - $3.5M
|
207K
$12.7M
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-124K- 71.32% |
$5.58M - $6.23M
|
49.8K
$3.04M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-131KClosed |
$5.89M - $6.58M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-147K- 15.13% |
$6.61M - $7.38M
|
823K
$50.3M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-179K- 36.88% |
$8.06M - $9M
|
306K
$18.7M
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-184KClosed |
$8.28M - $9.24M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-288K- 11.66% |
$13M - $14.5M
|
2.18M
$134M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-323K- 97.82% |
$14.5M - $16.2M
|
7.19K
$440K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-540KClosed |
$24.3M - $27.2M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-634K- 8.1% |
$28.5M - $31.9M
|
7.19M
$440M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-637K- 25.1% |
$28.7M - $32.1M
|
1.9M
$116M
|