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 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
63+ 0.68% |
$3.13K - $3.61K
|
9.28K
$556K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
44+ 0.29% |
$2.18K - $2.52K
|
15.1K
$902K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
18+ 0.09% |
$894 - $1.03K
|
19.7K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
15+ 4.11% |
$745 - $858
|
380
$22.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
7+ 35.0% |
$347 - $401
|
27
$1.62K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.09% |
$199 - $229
|
4.45K
$266K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4+ 0.08% |
$199 - $229
|
4.84K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.09% |
$99.3 - $114
|
2.16K
$129K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.01% |
$99.3 - $114
|
17.9K
$1.07M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2+ 0.01% |
$99.3 - $114
|
14.7K
$879K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$49.6 - $57.2
|
1.52K
$90.9K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$49.6 - $57.2
|
5.1K
$305K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.06% |
$49.6 - $57.2
|
1.56K
$93.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1+ 0.02% |
$49.6 - $57.2
|
5.08K
$305K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1New |
$49.6 - $57.2
|
1
$59.9
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$49.6 - $57.2
|
14K
$842K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$49.6 - $57.2
|
5.58K
$334K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1- 0.01% |
$49.6 - $57.2
|
7.57K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.02% |
$49.6 - $57.2
|
4.35K
$261K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14- 0.16% |
$695 - $801
|
8.73K
$523K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-36- 0.64% |
$1.79K - $2.06K
|
5.63K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-37- 0.55% |
$1.84K - $2.12K
|
6.68K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 52.33% |
$2.23K - $2.58K
|
41
$2.46K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-52- 0.8% |
$2.58K - $2.98K
|
6.45K
$386K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-109- 1.13% |
$5.41K - $6.24K
|
9.54K
$572K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-160- 0.82% |
$7.94K - $9.16K
|
19.4K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-180- 1.61% |
$8.94K - $10.3K
|
11K
$658K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-181- 0.8% |
$8.98K - $10.4K
|
22.4K
$1.34M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-185- 0.18% |
$9.18K - $10.6K
|
102K
$6.12M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-198- 2.68% |
$9.83K - $11.3K
|
7.18K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-200- 2.22% |
$9.93K - $11.4K
|
8.82K
$528K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-208- 4.98% |
$10.3K - $11.9K
|
3.97K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-214- 0.58% |
$10.6K - $12.2K
|
36.9K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-230- 3.16% |
$11.4K - $13.2K
|
7.05K
$422K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-246- 3.73% |
$12.2K - $14.1K
|
6.34K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-270- 1.64% |
$13.4K - $15.5K
|
16.2K
$971K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-292- 1.78% |
$14.5K - $16.7K
|
16.1K
$963K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-300- 3.1% |
$14.9K - $17.2K
|
9.37K
$562K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-300- 2.07% |
$14.9K - $17.2K
|
14.2K
$850K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-321- 1.64% |
$15.9K - $18.4K
|
19.2K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-342- 23.38% |
$17K - $19.6K
|
1.12K
$67.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-342- 3.18% |
$17K - $19.6K
|
10.4K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-354- 50.14% |
$17.6K - $20.3K
|
352
$21.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-356- 0.3% |
$17.7K - $20.4K
|
119K
$7.16M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-356- 0.12% |
$17.7K - $20.4K
|
285K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-370- 2.14% |
$18.4K - $21.2K
|
16.9K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-402- 2.05% |
$20K - $23K
|
19.2K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-411- 2.0% |
$20.4K - $23.5K
|
20.2K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-432- 13.84% |
$21.4K - $24.7K
|
2.69K
$161K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-550- 6.9% |
$27.3K - $31.5K
|
7.43K
$445K
|