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 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-481- 2.5% |
$25.2K - $27.8K
|
18.7K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-500- 7.85% |
$26.2K - $28.9K
|
5.87K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-500- 22.25% |
$26.2K - $28.9K
|
1.75K
$107K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-521- 1.3% |
$27.3K - $30.1K
|
39.5K
$2.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-561- 3.31% |
$29.4K - $32.4K
|
16.4K
$1M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-586- 3.32% |
$30.7K - $33.9K
|
17K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-590- 9.3% |
$30.9K - $34.1K
|
5.75K
$352K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-615- 2.27% |
$32.2K - $35.5K
|
26.5K
$1.62M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-694- 10.39% |
$36.4K - $40.1K
|
5.99K
$366K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-700- 12.28% |
$36.7K - $40.5K
|
5K
$306K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-700- 7.47% |
$36.7K - $40.5K
|
8.67K
$530K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-716- 16.48% |
$37.5K - $41.4K
|
3.63K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-718- 0.72% |
$37.6K - $41.5K
|
99.5K
$6.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-722- 1.86% |
$37.8K - $41.7K
|
38K
$2.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-734- 0.73% |
$38.5K - $42.4K
|
99.8K
$6.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-752- 10.47% |
$39.4K - $43.5K
|
6.43K
$393K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-757- 1.97% |
$39.7K - $43.7K
|
37.7K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-759- 3.34% |
$39.8K - $43.9K
|
22K
$1.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-786- 2.68% |
$41.2K - $45.4K
|
28.5K
$1.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-842- 1.84% |
$44.1K - $48.7K
|
44.9K
$2.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-845- 4.42% |
$44.3K - $48.8K
|
18.3K
$1.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-862- 0.36% |
$45.2K - $49.8K
|
237K
$14.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-887- 2.41% |
$46.5K - $51.3K
|
35.9K
$2.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-944- 11.24% |
$49.5K - $54.6K
|
7.46K
$456K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.08K- 3.59% |
$56.4K - $62.2K
|
28.9K
$1.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.26K- 23.22% |
$65.8K - $72.5K
|
4.15K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.4K- 18.69% |
$73.2K - $80.7K
|
6.08K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 6.68% |
$78.5K - $86.6K
|
20.9K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.55K- 28.79% |
$81.4K - $89.8K
|
3.84K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.59K- 4.41% |
$83.3K - $91.8K
|
34.4K
$2.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.59K- 1.13% |
$83.5K - $92.1K
|
139K
$8.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.72K- 3.31% |
$90K - $99.2K
|
50.2K
$3.07M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.75K- 0.57% |
$91.8K - $101K
|
307K
$18.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.78K- 1.49% |
$93.4K - $103K
|
118K
$7.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.83K- 8.81% |
$95.9K - $106K
|
18.9K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.91K- 0.07% |
$99.9K - $110K
|
2.88M
$176M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.97K- 4.93% |
$103K - $114K
|
38.1K
$2.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.04K- 4.85% |
$107K - $118K
|
39.9K
$2.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.15K- 1.74% |
$113K - $124K
|
122K
$7.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.22K- 1.77% |
$116K - $128K
|
123K
$7.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.45K- 12.47% |
$128K - $141K
|
17.2K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.66K- 22.29% |
$139K - $154K
|
9.27K
$567K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.94K- 8.92% |
$154K - $170K
|
30.1K
$1.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3K- 50.0% |
$157K - $173K
|
3K
$183K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.33K- 0.34% |
$174K - $192K
|
986K
$60.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.56K- 20.33% |
$187K - $206K
|
13.9K
$853K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.67K- 2.29% |
$193K - $212K
|
157K
$9.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-3.99K- 2.78% |
$209K - $231K
|
139K
$8.53M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.4K- 20.37% |
$231K - $254K
|
17.2K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.52K- 1.91% |
$237K - $261K
|
232K
$14.2M
|