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 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.6K- 13.34% |
$793K - $907K
|
121K
$7.39M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.9K- 14.68% |
$848K - $969K
|
116K
$7.07M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-20.8K- 52.93% |
$888K - $1.01M
|
18.5K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-26.1K- 12.94% |
$1.11M - $1.27M
|
176K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-31K- 53.35% |
$1.32M - $1.51M
|
27.1K
$1.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32.3K- 2.04% |
$1.38M - $1.57M
|
1.55M
$94.6M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.3K- 71.5% |
$1.47M - $1.67M
|
13.7K
$837K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-45.2K- 9.31% |
$1.93M - $2.2M
|
440K
$26.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-53.1K- 8.81% |
$2.27M - $2.59M
|
550K
$33.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-89.8K- 1.07% |
$3.83M - $4.38M
|
8.28M
$507M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-148K- 60.52% |
$6.33M - $7.23M
|
96.7K
$5.91M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-152K- 13.11% |
$6.5M - $7.42M
|
1.01M
$61.7M
|