Purchases and Sales Made in Q2 2023 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q2 2023. 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 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.07K+ 28.37% |
$132K - $144K
|
13.9K
$867K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
3KNew |
$129K - $141K
|
3K
$188K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.91K+ 16.23% |
$125K - $137K
|
20.8K
$1.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.53K+ 5.96% |
$109K - $119K
|
45K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.49K+ 22.08% |
$107K - $117K
|
13.8K
$861K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.38KNew |
$102K - $112K
|
2.38K
$149K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.35K+ 22.97% |
$101K - $110K
|
12.6K
$786K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.25K+ 1.59% |
$96.9K - $106K
|
144K
$8.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.92K+ 6.34% |
$82.8K - $90.3K
|
32.3K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.92K+ 30.13% |
$82.5K - $89.9K
|
8.28K
$518K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.73K+ 1.15% |
$74.6K - $81.3K
|
152K
$9.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.64K+ 4.34% |
$70.3K - $76.7K
|
39.3K
$2.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.61KNew |
$69.4K - $75.7K
|
1.61K
$101K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.3K+ 11.17% |
$55.9K - $61K
|
12.9K
$809K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.21K+ 2.89% |
$52.1K - $56.8K
|
43.1K
$2.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.04KNew |
$44.8K - $48.9K
|
1.04K
$65.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.01K+ 9.17% |
$43.5K - $47.4K
|
12K
$752K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
994+ 1.41% |
$42.8K - $46.6K
|
71.5K
$4.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
832+ 2.06% |
$35.8K - $39K
|
41.2K
$2.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
828+ 11.8% |
$35.6K - $38.8K
|
7.84K
$490K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
770+ 8.01% |
$33.1K - $36.1K
|
10.4K
$649K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
770+ 8.01% |
$33.1K - $36.1K
|
10.4K
$649K
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
762+ 11.8% |
$32.8K - $35.7K
|
7.22K
$452K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
753+ 0.47% |
$32.4K - $35.3K
|
161K
$10M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
675+ 1.33% |
$29K - $31.7K
|
51.5K
$3.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
673+ 3.92% |
$29K - $31.6K
|
17.8K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
581New |
$25K - $27.3K
|
581
$36.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
409+ 3.58% |
$17.6K - $19.2K
|
11.8K
$739K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
374New |
$16.1K - $17.5K
|
374
$23.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
357+ 4.62% |
$15.4K - $16.7K
|
8.09K
$506K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
309+ 2.95% |
$13.3K - $14.5K
|
10.8K
$675K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
240+ 27.97% |
$10.3K - $11.3K
|
1.1K
$68.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
235New |
$10.1K - $11K
|
235
$14.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
203New |
$8.73K - $9.52K
|
203
$12.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
162+ 0.86% |
$6.97K - $7.6K
|
19K
$1.19M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
147New |
$6.32K - $6.9K
|
147
$9.19K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
122New |
$5.25K - $5.72K
|
122
$7.63K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
55+ 0.08% |
$2.37K - $2.58K
|
69.4K
$4.34M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
55+ 0.31% |
$2.37K - $2.58K
|
17.9K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
23+ 0.43% |
$989 - $1.08K
|
5.43K
$340K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12+ 0.18% |
$516 - $563
|
6.72K
$420K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
10+ 0.21% |
$430 - $469
|
4.83K
$302K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
5+ 0.03% |
$215 - $235
|
20K
$1.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
5+ 0.33% |
$215 - $235
|
1.51K
$94.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5+ 1.05% |
$215 - $235
|
481
$30.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.09% |
$172 - $188
|
4.56K
$285K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.26% |
$172 - $188
|
1.56K
$97.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.03% |
$129 - $141
|
9.07K
$567K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.1% |
$86 - $93.8
|
2.01K
$126K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.52% |
$86 - $93.8
|
383
$23.9K
|