Latest Institutional Transactions on First Tr ETF Vi Dorsey Wright (DVOL)
This table provides information on the latest institutional transactions involving First Tr ETF Vi Dorsey Wright (DVOL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.8K- 48.91% |
N/A
|
13.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.02K- 8.37% |
N/A
|
11.2K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.5KNew |
N/A
|
14.5K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-406- 2.13% |
N/A
|
18.7K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-33.2K- 68.86% |
N/A
|
15K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-857- 5.75% |
N/A
|
14.1K
$0
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.9K+ 29.09% |
N/A
|
52.9K
$0
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.56K+ 3.42% |
N/A
|
47.1K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-3.75K- 17.73% |
N/A
|
17.4K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.94KNew |
N/A
|
2.94K
$0
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
137New |
N/A
|
137
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-551Closed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.68KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24New |
N/A
|
24
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.38KNew |
N/A
|
8.38K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
125New |
N/A
|
125
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.67KNew |
N/A
|
1.67K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
93+ 0.37% |
N/A
|
25.3K
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-44.6KClosed |
N/A
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-16.1KClosed |
N/A
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.2KClosed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-670Closed |
N/A
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-685Closed |
N/A
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-9.57KClosed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-14.2KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-900- 18.37% |
N/A
|
4K
$0
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-28.5KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-530Closed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-101KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.4KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.55KClosed |
N/A
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-480Closed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-355- 10.5% |
N/A
|
3.03K
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.45KClosed |
N/A
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
Nov 14, 2024
Q1 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 27, 2020
Q4 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-20KClosed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-36.1KClosed |
N/A
|
0
$0
|
|