Purchases and Sales Made in Q3 2024 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.87K- 9.67% |
$95.9K - $112K
|
17.4K
$1.09M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.1K- 16.63% |
$108K - $126K
|
10.5K
$658K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.11K- 3.31% |
$108K - $126K
|
61.4K
$3.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.2K- 10.52% |
$113K - $132K
|
18.7K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.3K- 23.18% |
$118K - $138K
|
7.62K
$475K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.37K- 12.99% |
$122K - $142K
|
15.9K
$991K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.46K- 19.65% |
$126K - $147K
|
10.1K
$628K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.8K- 35.3% |
$144K - $168K
|
5.14K
$321K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.85K- 0.56% |
$147K - $171K
|
506K
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.89K- 8.84% |
$149K - $173K
|
29.8K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.97K- 35.27% |
$152K - $177K
|
5.44K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-3.15K- 18.29% |
$162K - $188K
|
14.1K
$877K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.15K- 18.5% |
$162K - $189K
|
13.9K
$866K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.24K- 5.04% |
$166K - $194K
|
61K
$3.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.5K- 70.0% |
$180K - $209K
|
1.5K
$93.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.6K- 12.46% |
$185K - $215K
|
25.3K
$1.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.69K- 14.54% |
$189K - $220K
|
21.7K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-4.07K- 3.43% |
$209K - $244K
|
115K
$7.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.34K- 10.78% |
$223K - $259K
|
35.9K
$2.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.52K- 3.29% |
$232K - $271K
|
133K
$8.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-4.92K- 3.54% |
$252K - $294K
|
134K
$8.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.37K- 1.88% |
$276K - $321K
|
281K
$17.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-6.03K- 12.02% |
$310K - $361K
|
44.2K
$2.75M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.3K- 52.34% |
$375K - $437K
|
6.65K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.02K- 11.51% |
$463K - $539K
|
69.4K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.4K- 91.07% |
$584K - $680K
|
1.12K
$69.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.8K- 3.04% |
$655K - $763K
|
407K
$25.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-16.9K- 9.57% |
$867K - $1.01M
|
160K
$9.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17.4K- 8.98% |
$892K - $1.04M
|
176K
$11M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-22.2K- 22.29% |
$1.14M - $1.33M
|
77.5K
$4.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.4K- 0.55% |
$1.2M - $1.4M
|
4.19M
$261M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.5K- 1.62% |
$1.41M - $1.64M
|
1.66M
$104M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.8K- 12.87% |
$1.53M - $1.78M
|
202K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.8K- 7.39% |
$1.58M - $1.84M
|
386K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-55.6K- 4.76% |
$2.85M - $3.32M
|
1.11M
$69.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-55.7K- 6.14% |
$2.86M - $3.33M
|
851K
$53.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64.6K- 2.24% |
$3.32M - $3.86M
|
2.81M
$175M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.6K- 1.7% |
$3.68M - $4.28M
|
4.14M
$258M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-72.4K- 93.61% |
$3.72M - $4.33M
|
4.94K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72.7K- 7.52% |
$3.73M - $4.35M
|
895K
$55.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-75.2K- 14.87% |
$3.86M - $4.5M
|
430K
$26.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-106K- 35.17% |
$5.43M - $6.33M
|
195K
$12.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-169K- 54.88% |
$8.66M - $10.1M
|
139K
$8.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-212K- 11.85% |
$10.9M - $12.7M
|
1.57M
$98.2M
|