Purchases and Sales Made in Q1 2021 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 2021. 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 07, 2021 Q1 2021
Spire Wealth Management

BUY
 -
129M
New
$5.15B - $5.84B
129M $8.07B
May 14, 2021 Q1 2021
Woodward Diversified Capital, LLC

BUY
 -
127K
New
$5.04M - $5.72M
127K $7.9M
Aug 17, 2021 Q1 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
106K
+ 1728.7%
$4.23M - $4.8M
112K $7.01M
May 04, 2021 Q1 2021
Envestnet Asset Management Inc

BUY
 -
93.1K
+ 63.24%
$3.71M - $4.2M
240K $15M
May 10, 2021 Q1 2021
Wintrust Investments LLC

Chicago, IL
BUY
 -
69.3K
+ 735.46%
$2.76M - $3.13M
78.7K $4.91M
May 14, 2021 Q1 2021
Steward Partners Investment Advisory, LLC

BUY
 -
34K
+ 31.47%
$1.35M - $1.53M
142K $8.86M
May 14, 2021 Q1 2021
Old Mission Capital LLC

BUY
 -
32.7K
New
$1.3M - $1.47M
32.7K $2.04M
May 04, 2021 Q1 2021
Commonwealth Equity Services, LLC

BUY
 -
31.8K
+ 2.7%
$1.27M - $1.43M
1.21M $75.4M
May 10, 2021 Q1 2021
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
25.2K
New
$1M - $1.14M
25.2K $1.57M
May 05, 2021 Q1 2021
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
23.3K
New
$929K - $1.05M
23.3K $1.45M
Apr 13, 2021 Q1 2021
Ballew Advisors, Inc

BUY
 -
21.4K
+ 100.52%
$854K - $968K
42.8K $2.67M
Apr 27, 2021 Q1 2021
Janney Montgomery Scott LLC

BUY
 -
21.1K
+ 4.83%
$842K - $954K
459K $28.6M
May 14, 2021 Q1 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
19.3K
+ 41.89%
$770K - $873K
65.5K $4.09M
Apr 19, 2021 Q1 2021
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
14K
+ 99.15%
$558K - $632K
28.1K $1.75M
Apr 29, 2021 Q1 2021
Concentrum Wealth Management

BUY
 -
12.9K
+ 16.66%
$514K - $583K
90.4K $5.64M
May 14, 2021 Q1 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
12.2K
New
$486K - $551K
12.2K $761K
May 10, 2021 Q1 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
11K
+ 41.36%
$438K - $496K
37.6K $2.34M
Apr 26, 2021 Q1 2021
Atwood & Palmer Inc

BUY
 -
11K
+ 5.4%
$436K - $495K
214K $13.3M
May 07, 2021 Q1 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
8.03K
+ 16.8%
$320K - $363K
55.9K $3.48M
Apr 29, 2021 Q1 2021
Mgo One Seven LLC

Beachwood, OH
BUY
 -
7.6K
+ 4.22%
$303K - $343K
187K $11.7M
May 18, 2021 Q1 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
6.94K
New
$276K - $313K
6.94K $433K
May 14, 2021 Q1 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.54K
+ 1.53%
$261K - $295K
434K $27M
Apr 26, 2021 Q1 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
6.28K
+ 85.68%
$250K - $284K
13.6K $849K
May 12, 2021 Q1 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
6.15K
New
$245K - $278K
6.15K $384K
May 17, 2021 Q1 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
5.77K
+ 1.95%
$230K - $261K
301K $18.8M
Sep 15, 2021 Q1 2021
Cwm, LLC

BUY
 -
5.39K
+ 2.4%
$214K - $243K
229K $14.3M
Apr 12, 2021 Q1 2021
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
4.84K
New
$193K - $218K
4.84K $302K
Jun 10, 2021 Q1 2021
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
4.6K
New
$183K - $208K
4.6K $287K
Apr 28, 2021 Q1 2021
360 Financial, Inc.

BUY
 -
3.99K
+ 49.14%
$159K - $180K
12.1K $756K
May 14, 2021 Q1 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.99K
+ 0.34%
$159K - $180K
1.19M $73.9M
Apr 19, 2021 Q1 2021
Creative Financial Designs Inc

BUY
 -
3.72K
+ 8.35%
$148K - $168K
48.3K $3.01M
May 06, 2021 Q1 2021
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
3.39K
+ 3.75%
$135K - $153K
93.7K $5.85M
Apr 26, 2021 Q1 2021
Arkadios Wealth Advisors

BUY
 -
3.32K
+ 6.55%
$132K - $150K
54K $3.37M
May 17, 2021 Q1 2021
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.24K
New
$129K - $146K
3.24K $202K
May 14, 2021 Q1 2021
Stephens Inc

BUY
 -
3.19K
+ 2.05%
$127K - $144K
159K $9.9M
May 17, 2021 Q1 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.09K
+ 160.62%
$123K - $140K
5.02K $313K
Apr 30, 2021 Q1 2021
Ifp Advisors, Inc

BUY
 -
2.94K
+ 3.37%
$117K - $133K
90.2K $5.63M
May 18, 2021 Q1 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.89K
+ 20.97%
$115K - $131K
16.7K $1.04M
Apr 19, 2024 Q1 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
2.8K
+ 2.51%
$111K - $126K
114K $7.14M
Jun 17, 2021 Q1 2021
Geneos Wealth Management Inc.

BUY
 -
2.68K
+ 2.48%
$107K - $121K
111K $6.9M
May 06, 2021 Q1 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.07K
+ 7.56%
$82.4K - $93.3K
29.4K $1.84M
May 24, 2021 Q1 2021
Advisory Services Network, LLC

BUY
 -
2.01K
+ 10.36%
$80.2K - $90.9K
21.4K $1.34M
May 14, 2021 Q1 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.99K
New
$79.1K - $89.6K
1.99K $124K
May 05, 2021 Q1 2021
Professional Financial Advisors, LLC

BUY
 -
1.8K
+ 12.12%
$71.7K - $81.3K
16.7K $1.04M
Apr 27, 2021 Q1 2021
Good Life Advisors, LLC

BUY
 -
1.5K
+ 12.65%
$59.7K - $67.7K
13.4K $833K
Apr 26, 2021 Q1 2021
Wedbush Securities Inc

BUY
 -
1.49K
+ 15.84%
$59.3K - $67.3K
10.9K $680K
May 14, 2021 Q1 2021
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
1.37K
+ 11.01%
$54.4K - $61.7K
13.8K $859K
Apr 28, 2021 Q1 2021
Qp Wealth Management, LLC

BUY
 -
1.32K
+ 5.59%
$52.6K - $59.6K
24.9K $1.56M
May 14, 2021 Q1 2021
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.28K
+ 36.94%
$51K - $57.8K
4.75K $296K

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