Purchases and Sales Made in Q2 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 Q2 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
Jul 17, 2020 Q2 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
651K
+ 43.35%
$16.1M - $21.8M
2.15M $134M
Jul 27, 2020 Q2 2020
Cambridge Investment Research Advisors, Inc.

BUY
 -
280K
+ 50.51%
$6.91M - $9.35M
834K $52M
Aug 17, 2020 Q2 2020
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
202K
New
$5M - $6.76M
202K $12.6M
Aug 12, 2020 Q2 2020
Commonwealth Equity Services, LLC

BUY
 -
130K
+ 13.1%
$3.2M - $4.34M
1.12M $69.9M
Aug 03, 2020 Q2 2020
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
106K
New
$2.63M - $3.56M
106K $6.64M
Aug 14, 2020 Q2 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
74.4K
+ 7.02%
$1.84M - $2.49M
1.13M $70.7M
Sep 15, 2021 Q2 2020
Cwm, LLC

BUY
 -
73.7K
+ 47.34%
$1.82M - $2.46M
229K $14.3M
Aug 13, 2020 Q2 2020
Keystone Financial Group

BUY
 -
67.7K
+ 639.7%
$1.67M - $2.26M
78.2K $4.88M
Aug 14, 2020 Q2 2020
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
50.9K
+ 18.55%
$1.26M - $1.7M
325K $20.3M
Aug 13, 2020 Q2 2020
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
47.1K
+ 20.65%
$1.16M - $1.57M
275K $17.2M
Aug 14, 2020 Q2 2020
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
22.1K
New
$546K - $738K
22.1K $1.38M
Jul 29, 2020 Q2 2020
Koshinski Asset Management, Inc.

BUY
 -
21.2K
+ 31.55%
$523K - $708K
88.4K $5.51M
Aug 14, 2020 Q2 2020
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
19.6K
New
$483K - $654K
19.6K $1.22M
Aug 05, 2020 Q2 2020
Minich Mac Gregor Wealth Management, LLC

BUY
 -
17.9K
New
$443K - $600K
17.9K $1.12M
Aug 18, 2020 Q2 2020
Wfa Of San Diego, LLC

BUY
 -
15.4K
New
$381K - $515K
15.4K $961K
Jul 31, 2020 Q2 2020
Valmark Advisers, Inc.

BUY
 -
14K
+ 47.16%
$345K - $467K
43.6K $2.72M
Aug 06, 2020 Q2 2020
Steward Partners Investment Advisory, LLC

BUY
 -
13.2K
+ 13.24%
$327K - $442K
113K $7.06M
Aug 13, 2020 Q2 2020
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
12.7K
New
$314K - $424K
12.7K $792K
Jul 09, 2020 Q2 2020
Strid Group, LLC

BUY
 -
11.9K
+ 0.7%
$293K - $396K
1.7M $106M
Jul 23, 2020 Q2 2020
Creative Financial Designs Inc

BUY
 -
11.8K
+ 55.36%
$290K - $393K
33K $2.06M
Aug 17, 2020 Q2 2020
Jane Street Group, LLC

New York, NY
BUY
 -
10.7K
New
$264K - $358K
10.7K $668K
Aug 14, 2020 Q2 2020
Professional Financial Advisors, LLC

BUY
 -
8.37K
+ 117.72%
$207K - $280K
15.5K $966K
Aug 05, 2020 Q2 2020
Ifp Advisors, Inc

BUY
 -
8.31K
+ 9.83%
$205K - $278K
92.8K $5.79M
Jul 31, 2020 Q2 2020
Lincoln National Corp

BUY
 -
8.31K
New
$205K - $278K
8.31K $518K
Jul 21, 2020 Q2 2020
Private Advisory Group LLC

Redmond, WA
BUY
 -
6.9K
New
$170K - $230K
6.9K $430K
Aug 10, 2020 Q2 2020
Strategy Asset Managers LLC

BUY
 -
6.83K
New
$169K - $228K
6.83K $426K
Aug 05, 2021 Q2 2020
Prudential Financial Inc

Newark, NJ
BUY
 -
6.64K
New
$164K - $222K
6.64K $414K
Aug 12, 2020 Q2 2020
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
6.2K
+ 41.94%
$153K - $207K
21K $1.31M
Aug 14, 2020 Q2 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
5.37K
+ 9.94%
$133K - $180K
59.4K $3.71M
Aug 12, 2020 Q2 2020
Mgo One Seven LLC

Beachwood, OH
BUY
 -
5.1K
+ 3.45%
$126K - $170K
153K $9.52M
Aug 14, 2020 Q2 2020
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.31K
+ 5.86%
$81.6K - $110K
59.7K $3.73M
Sep 07, 2021 Q2 2020
Geneos Wealth Management Inc.

BUY
 -
3.17K
+ 4.24%
$78.3K - $106K
77.9K $4.86M
Aug 10, 2020 Q2 2020
Smith, Moore & Co.

Clayton, MO
BUY
 -
2.43K
+ 8.1%
$59.9K - $81K
32.4K $2.02M
Aug 14, 2020 Q2 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.93K
New
$47.5K - $64.3K
1.93K $120K
Aug 06, 2020 Q2 2020
Concentrum Wealth Management

BUY
 -
1.71K
+ 4.1%
$42.2K - $57.1K
43.4K $2.71M
Aug 13, 2020 Q2 2020
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.62K
New
$39.9K - $54K
1.62K $101K
Jul 23, 2020 Q2 2020
Janney Montgomery Scott LLC

BUY
 -
1.46K
+ 0.33%
$36.1K - $48.8K
451K $28.1M
Jul 08, 2020 Q2 2020
Qp Wealth Management, LLC

BUY
 -
1.18K
+ 8.5%
$29.2K - $39.6K
15.1K $943K
Aug 13, 2020 Q2 2020
Cetera Advisors LLC

Denver, CO
BUY
 -
1.12K
+ 3.05%
$27.8K - $37.6K
38K $2.37M
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
972
+ 1.5%
$24K - $32.5K
66K $4.11M
Jul 16, 2020 Q2 2020
Wedbush Securities Inc

BUY
 -
900
+ 0.82%
$22.2K - $30.1K
110K $6.86M
Aug 05, 2020 Q2 2020
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
815
+ 2.17%
$20.1K - $27.2K
38.4K $2.39M
Aug 14, 2020 Q2 2020
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
780
New
$19.3K - $26.1K
780 $48.6K
Aug 10, 2020 Q2 2020
Advisory Services Network, LLC

BUY
 -
774
+ 3.97%
$19.1K - $25.9K
20.3K $1.26M
Jul 10, 2020 Q2 2020
Gradient Investments LLC

BUY
 -
503
New
$12.4K - $16.8K
503 $31.4K
Aug 13, 2020 Q2 2020
Mps Loria Financial Planners, LLC

BUY
 -
500
New
$12.3K - $16.7K
500 $31.2K
Aug 14, 2020 Q2 2020
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
470
+ 3.25%
$11.6K - $15.7K
14.9K $931K
Aug 04, 2020 Q2 2020
Psi Advisors, LLC

BUY
 -
430
New
$10.6K - $14.4K
430 $26.8K
Aug 12, 2020 Q2 2020
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
400
New
$9.88K - $13.4K
400 $24.9K

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