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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.59K+ 3.9% |
$164K - $185K
|
95.4K
$5.78M
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
3.38K+ 1.59% |
$154K - $174K
|
216K
$13.1M
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
3.22K+ 26.18% |
$147K - $166K
|
15.5K
$940K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.22K+ 5.57% |
$147K - $166K
|
61K
$3.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.75K+ 2.32% |
$125K - $141K
|
121K
$7.34M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.36K+ 14.3% |
$108K - $122K
|
18.9K
$1.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.16K+ 2.2% |
$98.7K - $111K
|
100K
$6.09M
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.13K+ 23.94% |
$97.2K - $110K
|
11K
$669K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.82K+ 16.99% |
$83.1K - $93.9K
|
12.5K
$760K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.28K+ 9.29% |
$58.3K - $65.9K
|
15.1K
$912K
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.17KNew |
$53.2K - $60.1K
|
1.17K
$70.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
999+ 14.26% |
$45.6K - $51.5K
|
8.01K
$485K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
990+ 7.15% |
$45.1K - $51K
|
14.8K
$898K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
962New |
$43.9K - $49.6K
|
962
$58.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
848+ 20.27% |
$38.7K - $43.7K
|
5.03K
$305K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
734New |
$33.5K - $37.8K
|
734
$44.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
705New |
$32.1K - $36.3K
|
705
$42.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
633+ 0.59% |
$28.9K - $32.6K
|
108K
$6.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
550New |
$25.1K - $28.3K
|
550
$33.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
545+ 2.45% |
$24.9K - $28.1K
|
22.8K
$1.38M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$22.8K - $25.8K
|
500
$30.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
476New |
$21.7K - $24.5K
|
476
$28.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
469+ 0.84% |
$21.4K - $24.2K
|
56K
$3.39M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
434+ 0.54% |
$19.8K - $22.4K
|
80.1K
$4.86M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
400New |
$18.2K - $20.6K
|
400
$24.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
390+ 7.29% |
$17.8K - $20.1K
|
5.74K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
350+ 1.59% |
$16K - $18K
|
22.3K
$1.35M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
338+ 32.25% |
$15.4K - $17.4K
|
1.39K
$84K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
302New |
$13.8K - $15.6K
|
302
$18.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300New |
$13.7K - $15.5K
|
300
$18.2K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
299+ 4.67% |
$13.6K - $15.4K
|
6.7K
$406K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
220+ 0.08% |
$10K - $11.3K
|
277K
$16.8M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
150New |
$6.84K - $7.73K
|
150
$9.09K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
115+ 8.07% |
$5.24K - $5.92K
|
1.54K
$93.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94+ 2.32% |
$4.29K - $4.84K
|
4.15K
$251K
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
73+ 0.28% |
$3.33K - $3.76K
|
26.5K
$1.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
70New |
$3.19K - $3.61K
|
70
$4.24K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
54+ 0.65% |
$2.46K - $2.78K
|
8.31K
$503K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
36New |
$1.64K - $1.85K
|
36
$2.18K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
34+ 0.23% |
$1.55K - $1.75K
|
14.8K
$897K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
29+ 0.14% |
$1.32K - $1.49K
|
20.3K
$1.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.04% |
$319 - $361
|
15.8K
$954K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3+ 0.02% |
$137 - $155
|
18.4K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3+ 0.07% |
$137 - $155
|
4.48K
$271K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.03% |
$137 - $155
|
12K
$724K
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$91.2 - $103
|
4.63K
$280K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.01% |
$45.6 - $51.5
|
8.11K
$492K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.08% |
$45.6 - $51.5
|
1.24K
$74.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-20- 0.12% |
$912 - $1.03K
|
16.3K
$987K
|