Purchases and Sales Made in Q2 2024 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.97K+ 26.45% |
$103K - $114K
|
9.42K
$576K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.84K+ 2.4% |
$96.2K - $106K
|
78.4K
$4.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.82K+ 7.73% |
$95.4K - $105K
|
25.4K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.65KNew |
$86.5K - $95.4K
|
1.65K
$101K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
1.56K+ 24.35% |
$81.9K - $90.3K
|
7.98K
$488K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.51KNew |
$79.1K - $87.3K
|
1.51K
$92.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.51K+ 1.89% |
$78.9K - $87K
|
81.4K
$4.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.5KNew |
$78.6K - $86.7K
|
1.5K
$91.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.31K+ 6.73% |
$68.6K - $75.6K
|
20.7K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.3K+ 16.38% |
$68.1K - $75.1K
|
9.24K
$565K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.26K+ 20.08% |
$66.1K - $72.9K
|
7.55K
$462K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.25K+ 4.82% |
$65.3K - $71.9K
|
27.1K
$1.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.22K+ 13.03% |
$64.1K - $70.7K
|
10.6K
$650K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.1K+ 15.66% |
$57.9K - $63.8K
|
8.15K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.09K+ 6.44% |
$57.1K - $62.9K
|
18K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.07K+ 0.26% |
$56.1K - $61.8K
|
407K
$24.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.01K+ 27.03% |
$53.1K - $58.5K
|
4.76K
$291K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
973+ 0.34% |
$51K - $56.2K
|
286K
$17.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
930+ 4.52% |
$48.7K - $53.7K
|
21.5K
$1.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
888+ 4.41% |
$46.5K - $51.3K
|
21K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
866+ 7.22% |
$45.4K - $50K
|
12.9K
$787K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
863+ 5.8% |
$45.2K - $49.9K
|
15.7K
$962K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
810+ 0.32% |
$42.5K - $46.8K
|
254K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
782+ 2.12% |
$41K - $45.2K
|
37.7K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
766+ 0.52% |
$40.1K - $44.3K
|
149K
$9.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
727+ 7.91% |
$38.1K - $42K
|
9.92K
$607K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
722+ 37.64% |
$37.8K - $41.7K
|
2.64K
$161K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
690New |
$36.2K - $39.9K
|
690
$42.2K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
660+ 13.86% |
$34.6K - $38.1K
|
5.42K
$332K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
641+ 1.19% |
$33.6K - $37K
|
54.7K
$3.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
627+ 6.03% |
$32.9K - $36.2K
|
11K
$674K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
470+ 3.91% |
$24.6K - $27.2K
|
12.5K
$764K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
449+ 4.22% |
$23.5K - $25.9K
|
11.1K
$678K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
433+ 1.08% |
$22.7K - $25K
|
40.4K
$2.47M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
334+ 2.71% |
$17.5K - $19.3K
|
12.6K
$774K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
307New |
$16.1K - $17.7K
|
307
$18.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
300+ 0.86% |
$15.7K - $17.3K
|
35.1K
$2.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
285New |
$14.9K - $16.5K
|
285
$17.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
253New |
$13.3K - $14.6K
|
253
$15.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
245New |
$12.8K - $14.2K
|
245
$15K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
236+ 1.01% |
$12.4K - $13.6K
|
23.7K
$1.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
210+ 1.3% |
$11K - $12.1K
|
16.4K
$1M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200+ 11.52% |
$10.5K - $11.6K
|
1.94K
$118K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
170+ 4.25% |
$8.91K - $9.82K
|
4.17K
$255K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
152+ 1.67% |
$7.97K - $8.78K
|
9.25K
$565K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
131+ 1.5% |
$6.87K - $7.57K
|
8.86K
$542K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
130New |
$6.81K - $7.51K
|
130
$7.95K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
120New |
$6.29K - $6.93K
|
120
$7.34K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
106+ 27.89% |
$5.56K - $6.13K
|
486
$29.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
101+ 0.86% |
$5.29K - $5.84K
|
11.8K
$723K
|