Purchases and Sales Made in Q3 2023 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q3 2023. 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 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-44.4K- 2.55% |
$1.92M - $2.17M
|
1.69M
$104M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-53.7K- 17.8% |
$2.32M - $2.62M
|
248K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-78.4K- 30.56% |
$3.39M - $3.82M
|
178K
$10.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-85K- 2.69% |
$3.68M - $4.15M
|
3.08M
$188M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-89.6K- 21.01% |
$3.88M - $4.37M
|
337K
$20.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-92.4K- 41.43% |
$4M - $4.51M
|
131K
$7.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1M- 11.77% |
$43.4M - $49M
|
7.52M
$460M
|