Purchases and Sales Made in Q2 2022 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.64K+ 6.74% |
$149K - $184K
|
57.7K
$3.49M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.36K+ 10.35% |
$138K - $169K
|
35.8K
$2.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.8K+ 108.49% |
$115K - $141K
|
5.38K
$326K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.65K+ 22.15% |
$109K - $134K
|
14.6K
$885K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.58K+ 2.88% |
$106K - $130K
|
92.2K
$5.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.53K+ 9.7% |
$103K - $127K
|
28.6K
$1.73M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.38K+ 25.87% |
$97.3K - $120K
|
11.6K
$700K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.25KNew |
$92.2K - $113K
|
2.25K
$136K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.14K+ 2.86% |
$87.7K - $108K
|
76.8K
$4.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2K+ 32.38% |
$81.9K - $101K
|
8.17K
$495K
|
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.98K+ 5.89% |
$81K - $99.6K
|
35.6K
$2.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.52K+ 2.32% |
$62.5K - $76.8K
|
67.3K
$4.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.5K+ 2.83% |
$61.4K - $75.5K
|
54.5K
$3.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42K+ 5.75% |
$58.1K - $71.4K
|
26.1K
$1.58M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.4K+ 6.57% |
$57.5K - $70.7K
|
22.8K
$1.38M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.32K+ 0.57% |
$54.1K - $66.5K
|
234K
$14.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.22KNew |
$50.1K - $61.6K
|
1.22K
$74K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.17K+ 9.1% |
$48K - $59.1K
|
14.1K
$852K
|
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.11K+ 0.8% |
$45.5K - $56K
|
139K
$8.44M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.08K+ 13.67% |
$44.3K - $54.5K
|
8.99K
$544K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
932+ 16.49% |
$38.2K - $47K
|
6.58K
$399K
|
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
754+ 1.12% |
$30.9K - $38K
|
68.1K
$4.12M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
639New |
$26.2K - $32.2K
|
639
$38.7K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
518+ 1.95% |
$21.2K - $26.1K
|
27K
$1.64M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
501+ 99.6% |
$20.5K - $25.3K
|
1K
$60.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
405+ 1.44% |
$16.6K - $20.4K
|
28.6K
$1.73M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
375+ 2.25% |
$15.4K - $18.9K
|
17K
$1.03M
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
304+ 0.89% |
$12.5K - $15.3K
|
34.6K
$2.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
303+ 1.75% |
$12.4K - $15.3K
|
17.6K
$1.07M
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
287+ 1.32% |
$11.8K - $14.5K
|
22.1K
$1.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
263+ 1252.38% |
$10.8K - $13.3K
|
284
$17.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
200New |
$8.2K - $10.1K
|
200
$12.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
193+ 3.84% |
$7.91K - $9.73K
|
5.22K
$316K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
177+ 0.72% |
$7.25K - $8.92K
|
24.8K
$1.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
158+ 1.04% |
$6.47K - $7.96K
|
15.3K
$928K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
119+ 0.24% |
$4.88K - $6K
|
48.8K
$2.96M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
108+ 7.05% |
$4.43K - $5.44K
|
1.64K
$99.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
64+ 0.87% |
$2.62K - $3.23K
|
7.39K
$448K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47+ 1.21% |
$1.93K - $2.37K
|
3.92K
$237K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
45New |
$1.84K - $2.27K
|
45
$2.73K
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
36+ 0.18% |
$1.48K - $1.81K
|
20.2K
$1.23M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
34New |
$1.39K - $1.71K
|
34
$2.06K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
32New |
$1.31K - $1.61K
|
32
$1.94K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29+ 0.07% |
$1.19K - $1.46K
|
41.7K
$2.53M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
19+ 0.01% |
$779 - $958
|
169K
$10.3M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.11% |
$410 - $504
|
9.18K
$556K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.06% |
$369 - $454
|
15.8K
$955K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8+ 0.43% |
$328 - $403
|
1.88K
$114K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.8% |
$123 - $151
|
378
$22.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3+ 0.0% |
$123 - $151
|
78.1K
$4.73M
|