Purchases and Sales Made in Q1 2023 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-341- 4.24% |
$14.6K - $16.6K
|
7.71K
$467K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-433- 3.57% |
$18.5K - $21.1K
|
11.7K
$709K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-441- 2.89% |
$18.8K - $21.5K
|
14.8K
$897K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-487- 4.91% |
$20.8K - $23.8K
|
9.43K
$571K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-492- 4.24% |
$21K - $24K
|
11.1K
$673K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-500- 54.05% |
$21.3K - $24.4K
|
425
$25.8K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-555- 4.46% |
$23.7K - $27.1K
|
11.9K
$720K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-578- 4.61% |
$24.7K - $28.2K
|
12K
$725K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-640- 3.08% |
$27.3K - $31.2K
|
20.1K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-643- 8.2% |
$27.4K - $31.4K
|
7.2K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-696- 0.3% |
$29.7K - $33.9K
|
230K
$13.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-751- 59.89% |
$32.1K - $36.6K
|
503
$30.5K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-781- 7.04% |
$33.3K - $38.1K
|
10.3K
$625K
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-860- 11.75% |
$36.7K - $41.9K
|
6.46K
$391K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-888- 5.09% |
$37.9K - $43.3K
|
16.6K
$1M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.1K- 5.51% |
$46.8K - $53.5K
|
18.8K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 2.06% |
$51.8K - $59.2K
|
57.6K
$3.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.27K- 3.74% |
$54.1K - $61.8K
|
32.6K
$1.98M
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-1.53K- 1.18% |
$65.3K - $74.6K
|
129K
$7.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.82K- 6.09% |
$77.5K - $88.5K
|
28K
$1.7M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.99K- 2.79% |
$84.9K - $97K
|
69.4K
$4.2M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.99K- 3.98% |
$84.9K - $97K
|
48K
$2.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.07K- 11.33% |
$88.3K - $101K
|
16.2K
$981K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-2.07K- 1.97% |
$88.3K - $101K
|
103K
$6.24M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.22K- 4.84% |
$94.8K - $108K
|
43.7K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.44K- 49.98% |
$104K - $119K
|
2.44K
$148K
|
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
SELL
|
- |
-2.49K- 0.88% |
$106K - $121K
|
279K
$16.9M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.03K- 5.49% |
$129K - $148K
|
52.2K
$3.16M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.04K- 15.67% |
$130K - $148K
|
16.4K
$992K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.34K- 31.13% |
$143K - $163K
|
7.39K
$448K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-3.45K- 10.23% |
$147K - $168K
|
30.3K
$1.83M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.63K- 3.75% |
$155K - $177K
|
93.3K
$5.66M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.65K- 2.32% |
$156K - $178K
|
154K
$9.31M
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-4.63K- 34.52% |
$198K - $226K
|
8.79K
$533K
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-5.26K- 7.43% |
$224K - $256K
|
65.5K
$3.97M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-5.45K- 2.62% |
$233K - $266K
|
202K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.42K- 48.62% |
$274K - $313K
|
6.78K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.52K- 43.33% |
$321K - $367K
|
9.83K
$596K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-8K- 2.93% |
$341K - $390K
|
265K
$16M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.58K- 1.35% |
$366K - $418K
|
629K
$38.1M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.44K- 57.37% |
$403K - $460K
|
7.02K
$425K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-10.1K- 21.66% |
$429K - $491K
|
36.4K
$2.2M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.9K- 4.14% |
$506K - $579K
|
275K
$16.7M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.9K- 23.14% |
$509K - $582K
|
39.6K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-11.9K- 41.34% |
$509K - $582K
|
16.9K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.9K- 2.18% |
$551K - $629K
|
579K
$35.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-15.4K- 36.74% |
$656K - $750K
|
26.5K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.7K- 54.95% |
$670K - $765K
|
12.9K
$779K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.1K- 36.67% |
$687K - $785K
|
27.8K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.4K- 98.87% |
$744K - $850K
|
200
$12.1K
|