Purchases and Sales Made in Q4 2023 in First Tr ETF Vi Dorseywright D (DALI)
This table provides information about the institutional ownership of First Tr ETF Vi Dorseywright D (DALI) during Q4 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI DORSEYWRIGHT D.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
257KNew |
$5.49M - $6.46M
|
257K
$6.43M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
56.7KNew |
$1.21M - $1.43M
|
56.7K
$1.42M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.9K+ 280.65% |
$724K - $853K
|
45.9K
$1.15M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.3K+ 97.71% |
$498K - $587K
|
47.2K
$1.18M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6KNew |
$269K - $317K
|
12.6K
$315K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.58KNew |
$33.8K - $39.7K
|
1.58K
$39.6K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.09KNew |
$23.3K - $27.5K
|
1.09K
$27.4K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
124New |
$2.65K - $3.12K
|
124
$3.11K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
81New |
$1.73K - $2.04K
|
81
$2.03K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 0.14% |
$107 - $126
|
3.63K
$90.9K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.06K- 33.44% |
$22.6K - $26.6K
|
2.1K
$52.6K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2K- 99.95% |
$42.8K - $50.3K
|
1
$25.1
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.8K- 5.41% |
$59.9K - $70.5K
|
48.9K
$1.23M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.03K- 43.33% |
$172K - $202K
|
10.5K
$263K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-29.5K- 39.31% |
$631K - $743K
|
45.6K
$1.14M
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-39.6K- 43.78% |
$847K - $997K
|
50.9K
$1.27M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.8K- 89.68% |
$894K - $1.05M
|
4.81K
$120K
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
SELL
|
- |
-322K- 7.04% |
$6.87M - $8.09M
|
4.24M
$106M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-460K- 68.38% |
$9.83M - $11.6M
|
213K
$5.32M
|