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 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-550- 6.9% |
$27.3K - $31.5K
|
7.43K
$445K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-584- 0.71% |
$29K - $33.4K
|
82.1K
$4.92M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-614- 4.9% |
$30.5K - $35.1K
|
11.9K
$714K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-615- 2.73% |
$30.5K - $35.2K
|
21.9K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-626- 0.42% |
$31.1K - $35.8K
|
148K
$8.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-635- 14.59% |
$31.5K - $36.3K
|
3.72K
$223K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-670- 21.1% |
$33.3K - $38.3K
|
2.51K
$150K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-700- 1.77% |
$34.7K - $40.1K
|
38.7K
$2.32M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-731- 3.96% |
$36.3K - $41.8K
|
17.7K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-744- 14.76% |
$36.9K - $42.6K
|
4.3K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-769- 3.27% |
$38.2K - $44K
|
22.8K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-796- 2.16% |
$39.5K - $45.6K
|
36K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-830- 11.53% |
$41.2K - $47.5K
|
6.37K
$382K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-833- 7.26% |
$41.4K - $47.7K
|
10.6K
$637K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-837- 3.43% |
$41.5K - $47.9K
|
23.5K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-864- 13.42% |
$42.9K - $49.4K
|
5.57K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-880- 0.98% |
$43.7K - $50.4K
|
88.8K
$5.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-891- 4.46% |
$44.2K - $51K
|
19.1K
$1.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-894- 11.97% |
$44.4K - $51.2K
|
6.57K
$394K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-915- 13.47% |
$45.4K - $52.4K
|
5.88K
$352K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-935- 1.45% |
$46.4K - $53.5K
|
63.6K
$3.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.02K- 4.94% |
$50.6K - $58.4K
|
19.6K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.05K- 60.6% |
$52.1K - $60K
|
682
$40.9K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.11K- 4.52% |
$55.1K - $63.5K
|
23.4K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.14K- 38.61% |
$56.4K - $65.1K
|
1.81K
$108K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.16K- 0.28% |
$57.5K - $66.3K
|
406K
$24.3M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.35K- 17.66% |
$66.9K - $77.1K
|
6.29K
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.39K- 7.29% |
$68.8K - $79.3K
|
17.6K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-1.41K- 1.39% |
$70.1K - $80.8K
|
100K
$6M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.43K- 24.09% |
$71.1K - $82K
|
4.51K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.44K- 4.59% |
$71.7K - $82.6K
|
30K
$1.8M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.57K- 5.79% |
$77.9K - $89.9K
|
25.5K
$1.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.76K- 5.55% |
$87.3K - $101K
|
30K
$1.79M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.76K- 0.34% |
$87.5K - $101K
|
516K
$30.9M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.31K- 10.94% |
$115K - $132K
|
18.8K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.6K- 17.78% |
$129K - $149K
|
12K
$720K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.6K- 30.23% |
$129K - $149K
|
6K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.6K- 3.4% |
$129K - $149K
|
73.8K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.62K- 92.82% |
$130K - $150K
|
203
$12.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.91K- 4.15% |
$144K - $166K
|
67.1K
$4.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.94K- 1.15% |
$146K - $168K
|
253K
$15.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.36K- 6.07% |
$167K - $192K
|
51.9K
$3.11M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.41K- 10.63% |
$169K - $195K
|
28.6K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.82K- 2.73% |
$190K - $219K
|
136K
$8.16M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.93K- 8.56% |
$195K - $225K
|
41.9K
$2.51M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.37K- 35.48% |
$217K - $250K
|
7.94K
$476K
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-4.47K- 41.05% |
$222K - $256K
|
6.42K
$385K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.48K- 39.28% |
$222K - $256K
|
6.92K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.57K- 2.88% |
$227K - $261K
|
154K
$9.23M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.66K- 13.84% |
$231K - $267K
|
29K
$1.74M
|