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 |
---|---|---|---|---|---|---|---|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$123 - $151
|
1.49K
$90.3K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.04% |
$82 - $101
|
4.98K
$302K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.83% |
$41 - $50.4
|
121
$7.33K
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$41 - $50.4
|
16.3K
$987K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-15Closed |
$615 - $756
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-33- 0.08% |
$1.35K - $1.66K
|
42.6K
$2.58M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-43- 0.43% |
$1.76K - $2.17K
|
9.93K
$602K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-70Closed |
$2.87K - $3.53K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-80- 1.16% |
$3.28K - $4.03K
|
6.84K
$414K
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-135- 1.75% |
$5.53K - $6.8K
|
7.57K
$459K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-137Closed |
$5.61K - $6.9K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-152- 0.77% |
$6.23K - $7.66K
|
19.6K
$1.19M
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-160- 1.93% |
$6.56K - $8.06K
|
8.15K
$494K
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-167- 0.1% |
$6.84K - $8.42K
|
171K
$10.4M
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-171- 0.16% |
$7.01K - $8.62K
|
110K
$6.67M
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-180Closed |
$7.38K - $9.07K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-200- 2.27% |
$8.2K - $10.1K
|
8.6K
$521K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-212- 58.73% |
$8.69K - $10.7K
|
149
$9.03K
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-213- 0.37% |
$8.73K - $10.7K
|
56.9K
$3.45M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-226- 0.4% |
$9.26K - $11.4K
|
56.4K
$3.42M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-229- 3.62% |
$9.38K - $11.5K
|
6.09K
$369K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-235- 2.63% |
$9.63K - $11.8K
|
8.71K
$528K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-282- 0.43% |
$11.6K - $14.2K
|
65.3K
$3.96M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-317Closed |
$13K - $16K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-327- 2.47% |
$13.4K - $16.5K
|
12.9K
$781K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-370- 0.71% |
$15.2K - $18.6K
|
51.7K
$3.13M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-372- 11.56% |
$15.2K - $18.7K
|
2.85K
$172K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-407- 3.36% |
$16.7K - $20.5K
|
11.7K
$710K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-425- 2.97% |
$17.4K - $21.4K
|
13.9K
$840K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-438Closed |
$17.9K - $22.1K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-495- 46.05% |
$20.3K - $24.9K
|
580
$35.1K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-499- 6.94% |
$20.4K - $25.1K
|
6.69K
$405K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-508- 6.11% |
$20.8K - $25.6K
|
7.81K
$473K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-536- 0.73% |
$22K - $27K
|
72.8K
$4.41M
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-550Closed |
$22.5K - $27.7K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
SELL
|
- |
-560- 5.46% |
$22.9K - $28.2K
|
9.7K
$588K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-693- 10.23% |
$28.4K - $34.9K
|
6.08K
$369K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-695- 1.34% |
$28.5K - $35K
|
51.2K
$3.1M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-805- 4.1% |
$33K - $40.6K
|
18.8K
$1.14M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-809- 1.98% |
$33.2K - $40.8K
|
40K
$2.42M
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-894Closed |
$36.6K - $45.1K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-947- 4.76% |
$38.8K - $47.7K
|
18.9K
$1.15M
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-990- 5.2% |
$40.6K - $49.9K
|
18K
$1.09M
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1K- 7.73% |
$41K - $50.4K
|
11.9K
$723K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.06K- 7.11% |
$43.4K - $53.4K
|
13.8K
$839K
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.07K- 11.06% |
$43.9K - $54K
|
8.62K
$522K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.09K- 1.95% |
$44.8K - $55.1K
|
55K
$3.33M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.12K- 3.51% |
$46.1K - $56.6K
|
30.9K
$1.87M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.24K- 2.89% |
$50.6K - $62.2K
|
41.4K
$2.51M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.3K- 4.93% |
$53.3K - $65.5K
|
25.1K
$1.52M
|