Purchases and Sales Made in Q1 2020 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q1 2020. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-25- 15.53% |
$560 - $849
|
136
$8.41K
|
|
|
Apr 29, 2020
Q1 2020
|
Cx Institutional
|
SELL
|
- |
-32- 30.77% |
$717 - $1.09K
|
72
$4.45K
|
|
|
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-40Closed |
$896 - $1.36K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-51- 0.33% |
$1.14K - $1.73K
|
15.5K
$961K
|
|
|
Apr 22, 2020
Q1 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-58Closed |
$1.3K - $1.97K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-100- 0.69% |
$2.24K - $3.4K
|
14.5K
$895K
|
|
|
May 06, 2020
Q1 2020
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-128- 1.43% |
$2.87K - $4.35K
|
8.82K
$545K
|
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-150Closed |
$3.36K - $5.09K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-200Closed |
$4.48K - $6.79K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-200Closed |
$4.48K - $6.79K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-200Closed |
$4.48K - $6.79K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-204- 2.11% |
$4.57K - $6.93K
|
9.48K
$586K
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-244- 1.11% |
$5.47K - $8.29K
|
21.7K
$1.34M
|
|
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-359- 3.9% |
$8.04K - $12.2K
|
8.85K
$548K
|
|
|
May 13, 2020
Q1 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-364- 3.09% |
$8.15K - $12.4K
|
11.4K
$707K
|
|
|
Apr 17, 2020
Q1 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-391- 0.36% |
$8.76K - $13.3K
|
109K
$6.75M
|
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-452- 25.84% |
$10.1K - $15.3K
|
1.3K
$80.2K
|
|
|
May 11, 2020
Q1 2020
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-475- 1.25% |
$10.6K - $16.1K
|
37.6K
$2.32M
|
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-528- 3.51% |
$11.8K - $17.9K
|
14.5K
$898K
|
|
|
May 05, 2020
Q1 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-717- 1.25% |
$16.1K - $24.3K
|
56.8K
$3.52M
|
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-722- 8.37% |
$16.2K - $24.5K
|
7.9K
$489K
|
|
|
Apr 07, 2020
Q1 2020
|
Private Trust CO Na
|
SELL
|
- |
-740- 3.74% |
$16.6K - $25.1K
|
19.1K
$1.18M
|
|
|
Apr 24, 2020
Q1 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-770- 33.92% |
$17.2K - $26.1K
|
1.5K
$92.8K
|
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-787- 0.7% |
$17.6K - $26.7K
|
111K
$6.87M
|
|
|
May 08, 2020
Q1 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-800- 49.38% |
$17.9K - $27.2K
|
820
$50.7K
|
|
|
May 18, 2020
Q1 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-877- 5.0% |
$19.6K - $29.8K
|
16.7K
$1.03M
|
|
|
May 13, 2020
Q1 2020
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-880- 6.13% |
$19.7K - $29.9K
|
13.5K
$833K
|
|
|
May 05, 2020
Q1 2020
|
Keystone Financial Group
|
SELL
|
- |
-881- 7.69% |
$19.7K - $29.9K
|
10.6K
$654K
|
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-906Closed |
$20.3K - $30.8K
|
0
$0
|
|
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-919- 30.91% |
$20.6K - $31.2K
|
2.05K
$127K
|
|
|
May 06, 2020
Q1 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-961- 3.41% |
$21.5K - $32.6K
|
27.2K
$1.68M
|
|
|
May 14, 2020
Q1 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1KClosed |
$22.4K - $34K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1KClosed |
$22.4K - $34K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.01K- 1.83% |
$22.5K - $34.2K
|
54K
$3.34M
|
|
|
Apr 17, 2020
Q1 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.1K- 3.53% |
$24.6K - $37.3K
|
30K
$1.85M
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.1KClosed |
$24.6K - $37.4K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Us Bancorp \De\
|
SELL
|
- |
-1.17K- 33.39% |
$26.2K - $39.7K
|
2.33K
$144K
|
|
|
Jul 20, 2020
Q1 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.33K- 9.98% |
$29.7K - $45K
|
12K
$739K
|
|
|
May 05, 2020
Q1 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.33K- 42.3% |
$29.8K - $45.2K
|
1.81K
$112K
|
|
|
May 18, 2020
Q1 2020
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.38K- 5.69% |
$30.8K - $46.7K
|
22.8K
$1.41M
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.5KClosed |
$33.7K - $51K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.65K- 2.45% |
$36.9K - $55.9K
|
65.7K
$4.06M
|
|
|
May 05, 2020
Q1 2020
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.16K- 12.82% |
$48.5K - $73.5K
|
14.7K
$910K
|
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.23K- 0.48% |
$49.9K - $75.7K
|
458K
$28.4M
|
|
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.55K- 13.16% |
$57.2K - $86.7K
|
16.9K
$1.04M
|
|
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.79K- 3.81% |
$62.5K - $94.7K
|
70.4K
$4.36M
|
|
|
May 11, 2020
Q1 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.84K- 30.69% |
$63.6K - $96.4K
|
6.41K
$397K
|
|
|
May 13, 2020
Q1 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.13K- 11.91% |
$70.1K - $106K
|
23.1K
$1.43M
|
|
|
May 12, 2020
Q1 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.52K- 38.27% |
$78.9K - $120K
|
5.68K
$351K
|
|
|
May 14, 2020
Q1 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.54K- 23.4% |
$79.3K - $120K
|
11.6K
$717K
|