Purchases and Sales Made in Q4 2023 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
588KNew |
$24.2M - $30.8M
|
588K
$35.9M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
573KNew |
$23.6M - $30M
|
573K
$35M
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
514KNew |
$21.2M - $26.9M
|
514K
$31.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
367K+ 5.49% |
$15.1M - $19.2M
|
7.04M
$431M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
109K+ 71.46% |
$4.47M - $5.68M
|
261K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
79.7K+ 54.63% |
$3.29M - $4.17M
|
226K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
61.2K+ 17.5% |
$2.52M - $3.2M
|
411K
$25.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
59.1K+ 3.7% |
$2.43M - $3.09M
|
1.65M
$101M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
58.1K+ 13.46% |
$2.39M - $3.04M
|
490K
$30M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
49.5KNew |
$2.04M - $2.59M
|
49.5K
$3.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
43.7KNew |
$1.8M - $2.29M
|
43.7K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.9K+ 4.39% |
$1.65M - $2.09M
|
949K
$58.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
31.7KNew |
$1.31M - $1.66M
|
31.7K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
27.3K+ 6.44% |
$1.13M - $1.43M
|
452K
$27.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.5K+ 20.17% |
$968K - $1.23M
|
140K
$8.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.2K+ 6.79% |
$954K - $1.21M
|
364K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.6KNew |
$931K - $1.18M
|
22.6K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
21.1K+ 1.03% |
$869K - $1.1M
|
2.07M
$127M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
20.8KNew |
$857K - $1.09M
|
20.8K
$1.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17.2K+ 21.79% |
$710K - $902K
|
96.3K
$5.89M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
16.5KNew |
$679K - $862K
|
16.5K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
14.7KNew |
$605K - $768K
|
14.7K
$897K
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
14.5KNew |
$597K - $758K
|
14.5K
$886K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.5KNew |
$472K - $600K
|
11.5K
$701K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
10.7KNew |
$442K - $562K
|
10.7K
$657K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
10.4K+ 4.22% |
$427K - $543K
|
256K
$15.7M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10.3KNew |
$423K - $538K
|
10.3K
$628K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.1K+ 23.66% |
$417K - $530K
|
52.9K
$3.23M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10KNew |
$412K - $523K
|
10K
$612K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
9.4K+ 13.79% |
$387K - $492K
|
77.6K
$4.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.52KNew |
$351K - $446K
|
8.52K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
7.57KNew |
$312K - $396K
|
7.57K
$463K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.96K+ 14.23% |
$287K - $364K
|
55.9K
$3.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.92K+ 50.7% |
$285K - $362K
|
20.6K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.82KNew |
$281K - $357K
|
6.82K
$417K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.79KNew |
$280K - $355K
|
6.79K
$415K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.22K+ 34.28% |
$256K - $326K
|
24.4K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
5.6K+ 186.67% |
$231K - $293K
|
8.6K
$526K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
5.47K+ 3.07% |
$225K - $286K
|
183K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.93KNew |
$203K - $258K
|
4.93K
$302K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.92K+ 13.59% |
$203K - $258K
|
41.1K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.44KNew |
$183K - $232K
|
4.44K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.35KNew |
$179K - $228K
|
4.35K
$266K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.11KNew |
$169K - $215K
|
4.11K
$251K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.08KNew |
$168K - $214K
|
4.08K
$250K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4KNew |
$165K - $209K
|
4K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.98KNew |
$164K - $208K
|
3.98K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3.92KNew |
$161K - $205K
|
3.92K
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
3.56K+ 1.14% |
$147K - $186K
|
316K
$19.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.25K+ 43.6% |
$134K - $170K
|
10.7K
$655K
|