Purchases and Sales Made in Q3 2022 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.32% |
$240 - $290
|
1.89K
$114K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5+ 0.07% |
$200 - $242
|
7.42K
$450K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.01% |
$200 - $242
|
41.7K
$2.53M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.47% |
$160 - $193
|
851
$51.6K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2+ 0.04% |
$79.9 - $96.7
|
5.12K
$310K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.26% |
$39.9 - $48.4
|
379
$23K
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$39.9 - $48.4
|
7.24K
$439K
|
|
Oct 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$39.9 - $48.4
|
16.3K
$987K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$39.9 - $48.4
|
6.69K
$405K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-20- 0.27% |
$799 - $967
|
7.51K
$455K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-33- 0.13% |
$1.32K - $1.6K
|
26K
$1.58M
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-50- 0.33% |
$2K - $2.42K
|
15.3K
$925K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-81- 0.41% |
$3.23K - $3.92K
|
19.5K
$1.18M
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-88- 0.49% |
$3.51K - $4.26K
|
17.9K
$1.09M
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-93- 0.52% |
$3.71K - $4.5K
|
17.8K
$1.08M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-95- 1.16% |
$3.79K - $4.6K
|
8.07K
$489K
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-100- 0.78% |
$3.99K - $4.84K
|
12.8K
$775K
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-104- 0.14% |
$4.15K - $5.03K
|
71.7K
$4.35M
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
SELL
|
- |
-151- 1.56% |
$6.03K - $7.3K
|
9.55K
$579K
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-229- 3.02% |
$9.14K - $11.1K
|
7.34K
$445K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-250- 4.65% |
$9.98K - $12.1K
|
5.13K
$311K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-250- 4.65% |
$9.98K - $12.1K
|
5.13K
$311K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-259- 2.61% |
$10.3K - $12.5K
|
9.67K
$586K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-260Closed |
$10.4K - $12.6K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-263- 92.61% |
$10.5K - $12.7K
|
21
$1.27K
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-299- 5.73% |
$11.9K - $14.5K
|
4.92K
$298K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-300- 6.82% |
$12K - $14.5K
|
4.1K
$248K
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-453- 0.26% |
$18.1K - $21.9K
|
171K
$10.4M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-474- 0.87% |
$18.9K - $22.9K
|
54K
$3.27M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-474- 4.04% |
$18.9K - $22.9K
|
11.2K
$681K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-530- 3.83% |
$21.2K - $25.6K
|
13.3K
$806K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-564- 1.36% |
$22.5K - $27.3K
|
40.9K
$2.48M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-569- 1.42% |
$22.7K - $27.5K
|
39.4K
$2.39M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-600- 1.94% |
$24K - $29K
|
30.3K
$1.83M
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-664- 0.98% |
$26.5K - $32.1K
|
67.4K
$4.08M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-671- 1.19% |
$26.8K - $32.5K
|
55.7K
$3.38M
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-700- 8.48% |
$28K - $33.9K
|
7.55K
$458K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-778- 2.25% |
$31.1K - $37.6K
|
33.8K
$2.05M
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-834- 4.12% |
$33.3K - $40.3K
|
19.4K
$1.18M
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-851- 3.29% |
$34K - $41.2K
|
25K
$1.52M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-880- 4.84% |
$35.1K - $42.6K
|
17.3K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-897- 6.67% |
$35.8K - $43.4K
|
12.6K
$761K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-970- 24.75% |
$38.7K - $46.9K
|
2.95K
$179K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.12K- 4.92% |
$44.7K - $54.2K
|
21.6K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.15K- 1.48% |
$46K - $55.8K
|
76.9K
$4.66M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.59K- 6.35% |
$63.6K - $77.1K
|
23.5K
$1.42M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.66K- 1.08% |
$66.4K - $80.5K
|
152K
$9.23M
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.71K- 9.02% |
$68.2K - $82.7K
|
17.2K
$1.04M
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.01K- 23.12% |
$80.4K - $97.4K
|
6.7K
$406K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.25K- 4.6% |
$89.7K - $109K
|
46.6K
$2.83M
|