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 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-6.88K- 8.86% |
$295K - $340K
|
70.8K
$4.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.3K- 19.67% |
$312K - $360K
|
29.8K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.55K- 22.76% |
$323K - $372K
|
25.6K
$1.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.91K- 5.19% |
$339K - $390K
|
144K
$8.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-9.14K- 13.55% |
$391K - $451K
|
58.3K
$3.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-9.73K- 5.69% |
$416K - $480K
|
161K
$9.77M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.2K- 56.33% |
$564K - $650K
|
10.2K
$619K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-15K- 13.4% |
$642K - $740K
|
97K
$5.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-17K- 46.29% |
$725K - $836K
|
19.7K
$1.19M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-22.3K- 52.87% |
$954K - $1.1M
|
19.9K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.3K- 18.31% |
$1.3M - $1.5M
|
135K
$8.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-31.2K- 48.04% |
$1.33M - $1.54M
|
33.7K
$2.04M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.3K- 72.64% |
$1.55M - $1.79M
|
13.7K
$829K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-48.1K- 65.57% |
$2.06M - $2.37M
|
25.3K
$1.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-293K- 14.39% |
$12.5M - $14.5M
|
1.74M
$106M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-841K- 41.99% |
$36M - $41.5M
|
1.16M
$70.4M
|