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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
96+ 0.51% |
$5.03K - $5.55K
|
18.9K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 0.81% |
$3.72K - $4.1K
|
8.89K
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
58+ 0.17% |
$3.04K - $3.35K
|
34.9K
$2.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6+ 0.03% |
$314 - $347
|
19.7K
$1.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4+ 0.03% |
$210 - $231
|
14.7K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.57% |
$105 - $116
|
354
$21.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2+ 0.99% |
$105 - $116
|
205
$12.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$52.4 - $57.8
|
1.52K
$92.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.05% |
$52.4 - $57.8
|
2.16K
$132K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$52.4 - $57.8
|
4.35K
$266K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$52.4 - $57.8
|
4.94K
$302K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.05% |
$52.4 - $57.8
|
2.01K
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.02% |
$52.4 - $57.8
|
4.84K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1+ 0.02% |
$52.4 - $57.8
|
4.57K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$52.4 - $57.8
|
4.86K
$297K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.01% |
$52.4 - $57.8
|
14K
$859K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2- 0.04% |
$105 - $116
|
5.08K
$311K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5- 0.98% |
$262 - $289
|
505
$30.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 0.18% |
$419 - $462
|
4.5K
$275K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-12- 0.66% |
$629 - $693
|
1.8K
$110K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17- 0.03% |
$891 - $982
|
63.5K
$3.89M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-40- 0.29% |
$2.1K - $2.31K
|
13.9K
$848K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 0.15% |
$2.31K - $2.54K
|
28.6K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-50- 0.31% |
$2.62K - $2.89K
|
16.2K
$990K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-73- 1.84% |
$3.83K - $4.22K
|
3.9K
$238K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-100- 0.64% |
$5.24K - $5.78K
|
15.5K
$950K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-100- 1.44% |
$5.24K - $5.78K
|
6.82K
$417K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-100- 0.44% |
$5.24K - $5.78K
|
22.6K
$1.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-109- 15.98% |
$5.71K - $6.3K
|
573
$35K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-135- 1.23% |
$7.08K - $7.8K
|
10.9K
$664K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-170- 2.59% |
$8.91K - $9.82K
|
6.4K
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-175- 1.7% |
$9.17K - $10.1K
|
10.1K
$617K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-175- 1.09% |
$9.17K - $10.1K
|
15.9K
$973K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-180- 16.06% |
$9.43K - $10.4K
|
941
$57.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-243- 1.37% |
$12.7K - $14K
|
17.5K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-250- 0.86% |
$13.1K - $14.4K
|
28.8K
$1.76M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-253- 3.09% |
$13.3K - $14.6K
|
7.94K
$486K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-259- 1.35% |
$13.6K - $15K
|
19K
$1.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-273- 6.35% |
$14.3K - $15.8K
|
4.02K
$246K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-306- 7.72% |
$16K - $17.7K
|
3.66K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-335- 3.83% |
$17.6K - $19.4K
|
8.41K
$514K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-350- 49.23% |
$18.3K - $20.2K
|
361
$22.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-359- 2.53% |
$18.8K - $20.7K
|
13.8K
$846K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-368- 6.54% |
$19.3K - $21.3K
|
5.26K
$322K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-370- 6.3% |
$19.4K - $21.4K
|
5.51K
$337K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-372- 0.67% |
$19.5K - $21.5K
|
55.1K
$3.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-418- 4.5% |
$21.9K - $24.2K
|
8.87K
$542K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-440- 2.18% |
$23.1K - $25.4K
|
19.8K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-457- 20.34% |
$24K - $26.4K
|
1.79K
$109K
|