Purchases and Sales Made in Q1 2020 in First Trust Dorsey Wright Focu (FV)

FV Quotes by TradingView

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 15, 2020 Q1 2020
Smith, Moore & Co.

Clayton, MO
SELL
 -
-4.16K
- 12.2%
$93.2K - $141K
29.9K $1.85M
May 08, 2020 Q1 2020
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-4.26K
- 15.58%
$95.4K - $145K
23.1K $1.43M
May 14, 2020 Q1 2020
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-4.55K
- 4.53%
$102K - $154K
95.8K $5.92M
Apr 17, 2020 Q1 2020
360 Financial, Inc.

SELL
 -
-4.87K
- 35.29%
$109K - $165K
8.93K $552K
May 14, 2020 Q1 2020
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-4.94K
Closed
$111K - $168K
0 $0
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-5.14K
Closed
$115K - $174K
0 $0
May 15, 2020 Q1 2020
Claraphi Advisory Network, LLC

SELL
 -
-5.19K
- 69.15%
$116K - $176K
2.32K $143K
May 12, 2020 Q1 2020
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-5.66K
- 6.26%
$127K - $192K
84.7K $5.24M
May 07, 2020 Q1 2020
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-5.72K
- 14.15%
$128K - $194K
34.7K $2.14M
Apr 15, 2020 Q1 2020
Secure Asset Management, LLC

SELL
 -
-6.39K
- 4.76%
$143K - $217K
128K $7.91M
Nov 14, 2024 Q1 2020
Plotkin Financial Advisors, LLC

Chevy Chase, MD
SELL
 -
-6.46K
Closed
$145K - $219K
0 $0
Apr 24, 2020 Q1 2020
Lincoln National Corp

SELL
 -
-6.58K
Closed
$147K - $223K
0 $0
Apr 06, 2020 Q1 2020
Rda Financial Network

SELL
 -
-6.75K
- 39.47%
$151K - $229K
10.3K $640K
May 14, 2020 Q1 2020
Strategy Asset Managers LLC

SELL
 -
-6.83K
Closed
$153K - $232K
0 $0
May 12, 2020 Q1 2020
O'Dell Group, LLC

Cincinnati, OH
SELL
 -
-7.1K
Closed
$159K - $241K
0 $0
May 14, 2020 Q1 2020
Northern Trust Corp

Chicago, IL
SELL
 -
-7.35K
Closed
$165K - $250K
0 $0
May 14, 2020 Q1 2020
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-8.2K
Closed
$184K - $278K
0 $0
Apr 21, 2020 Q1 2020
Webster Bank, N. A.

SELL
 -
-8.6K
Closed
$193K - $292K
0 $0
May 01, 2020 Q1 2020
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-8.67K
- 20.87%
$194K - $295K
32.9K $2.03M
Mar 24, 2023 Q1 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-9.69K
- 12.97%
$217K - $329K
65K $4.02M
May 11, 2020 Q1 2020
Ifg Advisory, LLC

SELL
 -
-9.83K
- 12.28%
$220K - $334K
70.2K $4.34M
Apr 24, 2020 Q1 2020
Private Advisory Group LLC

Redmond, WA
SELL
 -
-10.4K
Closed
$233K - $353K
0 $0
May 07, 2020 Q1 2020
J.W. Cole Advisors, Inc.

SELL
 -
-10.6K
Closed
$236K - $358K
0 $0
May 08, 2020 Q1 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-11.2K
- 14.84%
$251K - $381K
64.4K $3.98M
Apr 23, 2020 Q1 2020
Clear Creek Financial Management, LLC

SELL
 -
-11.5K
- 12.38%
$257K - $390K
81.3K $5.03M
May 15, 2020 Q1 2020
Atria Investments LLC

Charlotte, NC
SELL
 -
-11.6K
- 40.79%
$260K - $395K
16.9K $1.04M
May 15, 2020 Q1 2020
Aspen Investment Management Inc

Grand Rapids, MI
SELL
 -
-12.1K
Closed
$271K - $411K
0 $0
May 05, 2020 Q1 2020
D.A. Davidson & Co.

SELL
 -
-12.4K
- 3.29%
$279K - $423K
365K $22.6M
May 08, 2020 Q1 2020
Oppenheimer & CO Inc

New York, NY
SELL
 -
-12.4K
- 27.6%
$279K - $423K
32.6K $2.02M
May 13, 2020 Q1 2020
Mutual Advisors, LLC

Casper, WY
SELL
 -
-14.4K
- 24.62%
$322K - $489K
44.1K $2.73M
Jun 01, 2020 Q1 2020
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-15.4K
Closed
$345K - $523K
0 $0
May 14, 2020 Q1 2020
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-16.3K
- 5.59%
$364K - $552K
274K $17M
May 12, 2020 Q1 2020
Ifp Advisors, Inc

SELL
 -
-16.4K
- 16.28%
$368K - $558K
84.5K $5.23M
Sep 07, 2021 Q1 2020
Geneos Wealth Management Inc.

SELL
 -
-16.8K
- 18.39%
$377K - $572K
74.7K $4.62M
Apr 21, 2020 Q1 2020
Minich Mac Gregor Wealth Management, LLC

SELL
 -
-17.6K
Closed
$393K - $596K
0 $0
May 08, 2020 Q1 2020
Cetera Advisors LLC

Denver, CO
SELL
 -
-18.1K
- 32.93%
$405K - $615K
36.9K $2.28M
May 18, 2020 Q1 2020
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-20.9K
Closed
$467K - $708K
0 $0
May 14, 2020 Q1 2020
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-23.7K
Closed
$532K - $806K
0 $0
May 15, 2020 Q1 2020
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-28.7K
Closed
$642K - $974K
0 $0
May 07, 2020 Q1 2020
Sns Financial Group, LLC

SELL
 -
-29.7K
- 18.41%
$664K - $1.01M
131K $8.13M
Apr 29, 2020 Q1 2020
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-30.8K
- 50.51%
$689K - $1.04M
30.1K $1.86M
May 15, 2020 Q1 2020
Affinity Wealth Management LLC

Wilmington, DE
SELL
 -
-31.4K
Closed
$703K - $1.07M
0 $0
May 15, 2020 Q1 2020
Jane Street Group, LLC

New York, NY
SELL
 -
-31.6K
Closed
$707K - $1.07M
0 $0
May 15, 2020 Q1 2020
Truist Financial Corp

SELL
 -
-31.7K
- 10.17%
$709K - $1.08M
280K $17.3M
Apr 30, 2020 Q1 2020
Janney Montgomery Scott LLC

SELL
 -
-36.6K
- 7.54%
$820K - $1.24M
449K $27.8M
May 14, 2020 Q1 2020
Stephens Inc

SELL
 -
-39.7K
- 27.31%
$889K - $1.35M
106K $6.53M
May 12, 2020 Q1 2020
Prudential Financial Inc

Newark, NJ
SELL
 -
-39.8K
Closed
$891K - $1.35M
0 $0
May 15, 2020 Q1 2020
Professional Financial Advisors, LLC

SELL
 -
-44.7K
- 86.27%
$1M - $1.52M
7.11K $440K
May 06, 2020 Q1 2020
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-54.7K
Closed
$1.23M - $1.86M
0 $0

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