Purchases and Sales Made in Q4 2022 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.2K+ 12.6% |
$695K - $801K
|
145K
$8.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
16.1K+ 19.35% |
$687K - $792K
|
99K
$6.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.5K+ 10.94% |
$664K - $765K
|
157K
$9.62M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.8K+ 47.87% |
$589K - $678K
|
42.5K
$2.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 4.62% |
$566K - $653K
|
300K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13.2KNew |
$565K - $651K
|
13.2K
$807K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
11.6KNew |
$497K - $572K
|
11.6K
$710K
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
11.6KNew |
$496K - $572K
|
11.6K
$709K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.3K+ 14.52% |
$483K - $556K
|
89K
$5.44M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.9K+ 19.55% |
$466K - $537K
|
66.6K
$4.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10.7KNew |
$459K - $529K
|
10.7K
$656K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.2K+ 28.5% |
$435K - $502K
|
45.9K
$2.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
10KNew |
$429K - $495K
|
10K
$614K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.42KNew |
$403K - $464K
|
9.42K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9.04KNew |
$387K - $446K
|
9.04K
$553K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.28KNew |
$354K - $408K
|
8.28K
$506K
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
8.25KNew |
$353K - $407K
|
8.25K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.99KNew |
$342K - $394K
|
7.99K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.89K+ 35.88% |
$337K - $389K
|
29.9K
$1.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
7.84K+ 3.2% |
$335K - $386K
|
253K
$15.5M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.35K+ 2.44% |
$272K - $313K
|
267K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.01K+ 78.41% |
$257K - $297K
|
13.7K
$837K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.01K+ 51.75% |
$257K - $297K
|
17.6K
$1.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
5.74KNew |
$246K - $283K
|
5.74K
$351K
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
5.57K+ 4.47% |
$238K - $275K
|
130K
$7.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5.5K+ 192.98% |
$235K - $271K
|
8.35K
$511K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
5.37K+ 15.09% |
$230K - $265K
|
41K
$2.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.36KNew |
$229K - $264K
|
5.36K
$328K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.17KNew |
$221K - $255K
|
5.17K
$316K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5KNew |
$214K - $247K
|
5K
$306K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.89KNew |
$209K - $241K
|
4.89K
$299K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
4.87K+ 1.75% |
$208K - $240K
|
283K
$17.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
4.85KNew |
$207K - $239K
|
4.85K
$296K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4.8KNew |
$205K - $237K
|
4.8K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.76KNew |
$204K - $235K
|
4.76K
$291K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.65K+ 23.85% |
$199K - $229K
|
24.1K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4.6KNew |
$197K - $227K
|
4.6K
$281K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.55K+ 3.31% |
$195K - $224K
|
142K
$8.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.54KNew |
$194K - $224K
|
4.54K
$278K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
4.35KNew |
$186K - $215K
|
4.35K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.13K+ 1.1% |
$177K - $203K
|
381K
$23.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3.92K+ 28.93% |
$168K - $193K
|
17.5K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.64K+ 6.74% |
$156K - $179K
|
57.6K
$3.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.62K+ 2.53% |
$155K - $179K
|
147K
$8.98M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.53K+ 20.79% |
$151K - $174K
|
20.5K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.5K+ 25.29% |
$150K - $173K
|
17.3K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.3K+ 2.42% |
$141K - $163K
|
139K
$8.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.21K+ 108.55% |
$137K - $158K
|
6.17K
$377K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.21K+ 108.55% |
$137K - $158K
|
6.17K
$377K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.1K+ 3.06% |
$132K - $153K
|
104K
$6.37M
|