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 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.91K- 10.93% |
$244K - $281K
|
40K
$2.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-5.23K- 1.02% |
$260K - $299K
|
509K
$30.5M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.93K- 12.7% |
$294K - $339K
|
40.7K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.41K- 1.42% |
$318K - $367K
|
445K
$26.7M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.81K- 4.23% |
$338K - $390K
|
154K
$9.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-7.17K- 4.76% |
$356K - $410K
|
143K
$8.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-7.37K- 2.33% |
$366K - $422K
|
309K
$18.5M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.99K- 68.35% |
$397K - $457K
|
3.7K
$222K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-8.17K- 18.16% |
$406K - $468K
|
36.8K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9.16K- 16.69% |
$455K - $524K
|
45.7K
$2.74M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.89K- 19.8% |
$491K - $566K
|
40.1K
$2.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10K- 3.13% |
$498K - $574K
|
311K
$18.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10.5K- 64.81% |
$521K - $601K
|
5.7K
$342K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-12K- 36.76% |
$594K - $685K
|
20.6K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.6K- 3.25% |
$624K - $720K
|
375K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.9K- 28.38% |
$788K - $908K
|
40.1K
$2.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-18.1K- 6.37% |
$898K - $1.03M
|
266K
$15.9M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-19.4K- 47.13% |
$962K - $1.11M
|
21.7K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-20.7K- 9.14% |
$1.03M - $1.19M
|
206K
$12.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-22.3K- 80.48% |
$1.11M - $1.28M
|
5.41K
$324K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-24.1K- 4.21% |
$1.2M - $1.38M
|
549K
$32.9M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24.1K- 9.25% |
$1.2M - $1.38M
|
237K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.5K- 6.44% |
$1.21M - $1.4M
|
355K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.7K- 19.01% |
$1.23M - $1.41M
|
105K
$6.3M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-32.2K- 17.53% |
$1.6M - $1.84M
|
151K
$9.07M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.2K- 0.98% |
$2.05M - $2.36M
|
4.16M
$250M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-46.4K- 92.89% |
$2.3M - $2.65M
|
3.55K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-51.2K- 2.97% |
$2.54M - $2.93M
|
1.67M
$100M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-101K- 89.63% |
$5.03M - $5.8M
|
11.7K
$702K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-106K- 9.95% |
$5.28M - $6.09M
|
963K
$57.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-114K- 3.79% |
$5.64M - $6.5M
|
2.88M
$173M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-161K- 11.57% |
$7.99M - $9.21M
|
1.23M
$73.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-327K- 4.64% |
$16.2M - $18.7M
|
6.72M
$402M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-327K- 4.64% |
$16.2M - $18.7M
|
6.72M
$402M
|