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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.94KNew |
$245K - $282K
|
4.94K
$296K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
4.77K+ 19.64% |
$237K - $273K
|
29K
$1.74M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.67KNew |
$232K - $267K
|
4.67K
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.34KNew |
$216K - $249K
|
4.34K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.2KNew |
$208K - $240K
|
4.2K
$252K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.06KNew |
$201K - $232K
|
4.06K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.03K+ 7.22% |
$200K - $231K
|
59.9K
$3.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.97KNew |
$197K - $227K
|
3.97K
$238K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.75KNew |
$186K - $214K
|
3.75K
$225K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.7KNew |
$183K - $212K
|
3.7K
$221K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
3.51KNew |
$174K - $201K
|
3.51K
$211K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.5K+ 11.19% |
$174K - $200K
|
34.8K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.41K+ 56.9% |
$169K - $195K
|
9.4K
$563K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.23KNew |
$161K - $185K
|
3.23K
$194K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.3K+ 16.5% |
$114K - $132K
|
16.2K
$973K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.28K+ 1.65% |
$113K - $131K
|
141K
$8.43M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.19K+ 1.98% |
$109K - $125K
|
113K
$6.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.03K+ 6.2% |
$101K - $116K
|
34.8K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2K+ 13.91% |
$99.3K - $114K
|
16.4K
$981K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.96K+ 2.63% |
$97.5K - $112K
|
76.5K
$4.59M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.84K+ 9.4% |
$91.4K - $105K
|
21.4K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.74KNew |
$86.2K - $99.4K
|
1.74K
$104K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.67K+ 1.05% |
$82.9K - $95.6K
|
160K
$9.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.41K+ 1.7% |
$69.7K - $80.4K
|
84K
$5.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.18K+ 10.94% |
$58.7K - $67.7K
|
12K
$719K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.17K+ 15.45% |
$58.1K - $67K
|
8.74K
$524K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.1K+ 2.96% |
$54.8K - $63.1K
|
38.4K
$2.3M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
973+ 1.23% |
$48.3K - $55.7K
|
79.9K
$4.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
952+ 5.75% |
$47.3K - $54.5K
|
17.5K
$1.05M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
898+ 2.8% |
$44.6K - $51.4K
|
33K
$1.98M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
735+ 2.79% |
$36.5K - $42.1K
|
27.1K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
715+ 0.72% |
$35.5K - $40.9K
|
100K
$6.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
620+ 7.32% |
$30.8K - $35.5K
|
9.09K
$545K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
603New |
$29.9K - $34.5K
|
603
$36.1K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
590+ 2.84% |
$29.3K - $33.8K
|
21.4K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
510New |
$25.3K - $29.2K
|
510
$30.6K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
450+ 22.67% |
$22.3K - $25.8K
|
2.44K
$146K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
402+ 8.05% |
$20K - $23K
|
5.4K
$323K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
402+ 3.37% |
$20K - $23K
|
12.3K
$738K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
400+ 7.55% |
$19.9K - $22.9K
|
5.7K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
400New |
$19.9K - $22.9K
|
400
$24K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
349+ 2.91% |
$17.3K - $20K
|
12.4K
$740K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
275+ 3.08% |
$13.7K - $15.7K
|
9.2K
$551K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
234+ 3.88% |
$11.6K - $13.4K
|
6.26K
$375K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
230+ 47.82% |
$11.4K - $13.2K
|
711
$42.6K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
217New |
$10.8K - $12.4K
|
217
$13K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
150New |
$7.45K - $8.58K
|
150
$8.99K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
128+ 0.23% |
$6.35K - $7.33K
|
55.4K
$3.32M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
107New |
$5.31K - $6.12K
|
107
$6.41K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
105+ 0.21% |
$5.21K - $6.01K
|
49.6K
$2.97M
|