Purchases and Sales Made in Q4 2021 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
460K+ 7.23% |
$21M - $23.7M
|
6.82M
$413M
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
184KNew |
$8.38M - $9.47M
|
184K
$11.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
145K+ 376.47% |
$6.62M - $7.48M
|
184K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
124KNew |
$5.64M - $6.37M
|
124K
$7.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
115K+ 4.75% |
$5.25M - $5.94M
|
2.54M
$154M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
110K+ 96.19% |
$5.03M - $5.68M
|
225K
$13.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
83.9K+ 43.31% |
$3.83M - $4.32M
|
278K
$16.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
74.1KNew |
$3.38M - $3.82M
|
74.1K
$4.49M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
67.6KNew |
$3.08M - $3.48M
|
67.6K
$4.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
62.1K+ 54.2% |
$2.83M - $3.2M
|
177K
$10.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
61.7K+ 143.7% |
$2.81M - $3.18M
|
105K
$6.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
52KNew |
$2.37M - $2.68M
|
52K
$3.15M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
50.4K+ 27.01% |
$2.3M - $2.6M
|
237K
$14.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.6K+ 1.75% |
$2.21M - $2.5M
|
2.82M
$171M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
37.3KNew |
$1.7M - $1.92M
|
37.3K
$2.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32KNew |
$1.46M - $1.65M
|
32K
$1.94M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.9K+ 173.28% |
$1.36M - $1.54M
|
47.1K
$2.85M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.6K+ 88.29% |
$1.21M - $1.37M
|
56.7K
$3.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.4KNew |
$1.16M - $1.31M
|
25.4K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.4K+ 5.77% |
$978K - $1.1M
|
393K
$23.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.4K+ 4.13% |
$977K - $1.1M
|
540K
$32.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
18.2KNew |
$828K - $935K
|
18.2K
$1.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
17.9K+ 15.11% |
$814K - $920K
|
136K
$8.24M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.4K+ 65.09% |
$702K - $793K
|
39K
$2.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
15.3K+ 3.6% |
$698K - $788K
|
440K
$26.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
15.1KNew |
$689K - $779K
|
15.1K
$916K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.1K+ 27.19% |
$689K - $778K
|
70.6K
$4.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
15K+ 6.52% |
$682K - $771K
|
244K
$14.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.7K+ 153.01% |
$671K - $758K
|
24.3K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
14.7KNew |
$670K - $757K
|
14.7K
$890K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
13.8KNew |
$629K - $710K
|
13.8K
$836K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2K+ 24.68% |
$556K - $628K
|
61.6K
$3.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$543K - $614K
|
11.9K
$722K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
11.8K+ 37.5% |
$537K - $606K
|
43.2K
$2.62M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
11.5KNew |
$523K - $591K
|
11.5K
$695K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.52K+ 63.14% |
$434K - $490K
|
24.6K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.71K+ 16.67% |
$397K - $449K
|
60.9K
$3.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.85K+ 0.27% |
$358K - $404K
|
2.91M
$177M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.69KNew |
$351K - $396K
|
7.69K
$466K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.9KNew |
$269K - $304K
|
5.9K
$358K
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.5KNew |
$251K - $283K
|
5.5K
$333K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.38K+ 11.54% |
$245K - $277K
|
52K
$3.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Del Sette Capital Management, LLC
|
BUY
|
- |
4.85KNew |
$221K - $250K
|
4.85K
$294K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.57K+ 6.12% |
$208K - $236K
|
79.3K
$4.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.35KNew |
$198K - $224K
|
4.35K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
4.26K+ 4.02% |
$194K - $219K
|
110K
$6.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.24K+ 17.69% |
$193K - $218K
|
28.2K
$1.71M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4.09KNew |
$187K - $211K
|
4.09K
$248K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.69KNew |
$168K - $190K
|
3.69K
$224K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.64KNew |
$166K - $188K
|
3.64K
$221K
|