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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.03K- 33.73% |
$121K - $147K
|
5.96K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.28K- 65.88% |
$131K - $159K
|
1.7K
$103K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.41K- 25.46% |
$136K - $165K
|
9.97K
$604K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.47K- 2.05% |
$138K - $168K
|
166K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.81K- 2.87% |
$152K - $184K
|
129K
$7.81M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4K- 15.4% |
$160K - $193K
|
22K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.54K- 26.09% |
$181K - $219K
|
12.9K
$779K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.67K- 43.84% |
$186K - $226K
|
5.98K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.48K- 41.69% |
$219K - $265K
|
7.67K
$465K
|
|
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
SELL
|
- |
-5.88K- 2.02% |
$235K - $285K
|
285K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.2K- 22.92% |
$247K - $300K
|
20.8K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.31K- 10.22% |
$252K - $305K
|
55.4K
$3.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.75K- 39.0% |
$269K - $326K
|
10.6K
$639K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.24K- 34.32% |
$289K - $350K
|
13.8K
$839K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.51K- 3.22% |
$300K - $363K
|
226K
$13.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-7.95K- 10.91% |
$317K - $384K
|
64.9K
$3.93M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.72K- 2.95% |
$348K - $422K
|
287K
$17.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.46K- 5.59% |
$378K - $458K
|
160K
$9.69M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.51K- 38.37% |
$380K - $460K
|
15.3K
$926K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.4K- 10.17% |
$457K - $553K
|
101K
$6.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.8K- 50.32% |
$470K - $569K
|
11.6K
$704K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13.1K- 26.8% |
$522K - $632K
|
35.7K
$2.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-15.7K- 64.18% |
$626K - $758K
|
8.75K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.4K- 4.17% |
$654K - $792K
|
377K
$22.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-17.4K- 30.24% |
$696K - $844K
|
40.2K
$2.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-19.4K- 58.83% |
$773K - $936K
|
13.5K
$821K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.3K- 26.11% |
$969K - $1.17M
|
68.7K
$4.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.7K- 0.43% |
$1.34M - $1.63M
|
7.79M
$472M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57K- 2.72% |
$2.27M - $2.76M
|
2.04M
$123M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-71.6K- 4.35% |
$2.86M - $3.46M
|
1.57M
$95.4M
|