Purchases and Sales Made in Q1 2024 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
430K+ 408.57% |
$21.3M - $24.6M
|
535K
$32.1M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
395KNew |
$19.6M - $22.6M
|
395K
$23.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
174K+ 47.79% |
$8.64M - $9.96M
|
538K
$32.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
147KNew |
$7.29M - $8.41M
|
147K
$8.81M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
132K+ 12.6% |
$6.54M - $7.54M
|
1.18M
$70.5M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
107K+ 35.64% |
$5.29M - $6.1M
|
406K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
95.6KNew |
$4.74M - $5.47M
|
95.6K
$5.73M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
66.3KNew |
$3.29M - $3.8M
|
66.3K
$3.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
62.7K+ 40.46% |
$3.11M - $3.59M
|
218K
$13M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.5K+ 312.92% |
$2.66M - $3.06M
|
70.6K
$4.23M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
53.5K+ 13.01% |
$2.65M - $3.06M
|
464K
$27.8M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51.9K+ 70.9% |
$2.58M - $2.97M
|
125K
$7.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50.1K+ 26.66% |
$2.49M - $2.87M
|
238K
$14.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
47.8K+ 5.27% |
$2.37M - $2.73M
|
954K
$57.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
44.3K+ 55.52% |
$2.2M - $2.54M
|
124K
$7.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43K+ 2.6% |
$2.13M - $2.46M
|
1.7M
$102M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.9K+ 0.6% |
$1.98M - $2.29M
|
6.72M
$402M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.5K+ 4.16% |
$1.96M - $2.26M
|
989K
$59.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.5K+ 0.93% |
$1.91M - $2.2M
|
4.17M
$250M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.5K+ 101.16% |
$1.86M - $2.14M
|
74.5K
$4.46M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.4KNew |
$1.31M - $1.51M
|
26.4K
$1.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
25KNew |
$1.24M - $1.43M
|
25K
$1.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
19.7K+ 1790.45% |
$977K - $1.13M
|
20.8K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
16.9KNew |
$839K - $967K
|
16.9K
$1.01M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
15.6KNew |
$776K - $895K
|
15.6K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.3K+ 108.72% |
$758K - $874K
|
29.3K
$1.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.9K+ 24.36% |
$640K - $737K
|
65.8K
$3.94M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
12.3K+ 66.64% |
$609K - $702K
|
30.7K
$1.84M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.4K+ 0.98% |
$565K - $651K
|
1.18M
$70.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11K+ 11.44% |
$547K - $631K
|
107K
$6.43M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.6K+ 87.75% |
$526K - $607K
|
22.7K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5K+ 4.65% |
$521K - $601K
|
236K
$14.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
10.3K+ 23.62% |
$513K - $591K
|
54.1K
$3.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10K+ 98.22% |
$497K - $573K
|
20.2K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
10K+ 12.89% |
$496K - $572K
|
87.6K
$5.25M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
9.08K+ 86.92% |
$450K - $519K
|
19.5K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.4KNew |
$417K - $481K
|
8.4K
$503K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.37K+ 4.56% |
$415K - $479K
|
192K
$11.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
8.21K+ 1.68% |
$408K - $470K
|
498K
$29.8M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.2KNew |
$407K - $469K
|
8.2K
$491K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
8.13K+ 5.77% |
$404K - $465K
|
149K
$8.93M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
7.87K+ 57.24% |
$390K - $450K
|
21.6K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.6KNew |
$377K - $435K
|
7.6K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.47KNew |
$371K - $428K
|
7.47K
$448K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.45KNew |
$370K - $426K
|
7.45K
$446K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.9KNew |
$343K - $395K
|
6.9K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.87KNew |
$341K - $393K
|
6.87K
$412K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.67K+ 26.51% |
$282K - $325K
|
27.1K
$1.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5.4K+ 50.42% |
$268K - $309K
|
16.1K
$966K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.06K+ 51.52% |
$251K - $289K
|
14.9K
$891K
|