Purchases and Sales Made in Q2 2020 in First Trust Dorsey Wright Focu (FV)
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 07, 2020
Q2 2020
|
Private Trust CO Na
|
BUY
|
- |
211+ 1.11% |
$5.21K - $7.05K
|
19.3K
$1.2M
|
|
|
Jul 31, 2020
Q2 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
164+ 1.27% |
$4.05K - $5.48K
|
13K
$813K
|
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
110+ 55.0% |
$2.72K - $3.68K
|
310
$19.3K
|
|
|
Jul 14, 2020
Q2 2020
|
Rda Financial Network
|
BUY
|
- |
35+ 0.34% |
$864 - $1.17K
|
10.4K
$647K
|
|
|
Jul 24, 2020
Q2 2020
|
Atwood & Palmer Inc
|
BUY
|
- |
20+ 0.01% |
$494 - $668
|
212K
$13.2M
|
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15New |
$370 - $501
|
15
$936
|
|
|
Jul 20, 2020
Q2 2020
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$49.4 - $66.8
|
1.49K
$92.7K
|
|
|
Jul 20, 2020
Q2 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.04% |
$123 - $167
|
12K
$745K
|
|
|
Aug 06, 2020
Q2 2020
|
Cx Institutional
|
SELL
|
- |
-42- 58.33% |
$1.04K - $1.4K
|
30
$1.87K
|
|
|
Aug 14, 2020
Q2 2020
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-56Closed |
$1.38K - $1.87K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-111- 0.37% |
$2.74K - $3.71K
|
30K
$1.87M
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-128Closed |
$3.16K - $4.28K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-136Closed |
$3.36K - $4.54K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-200- 11.11% |
$4.94K - $6.68K
|
1.6K
$99.8K
|
|
|
Aug 10, 2020
Q2 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 16.67% |
$6.17K - $8.35K
|
1.25K
$78K
|
|
|
Jul 20, 2020
Q2 2020
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-267- 3.03% |
$6.59K - $8.92K
|
8.55K
$533K
|
|
|
Aug 07, 2020
Q2 2020
|
Key F Inancial Inc
|
SELL
|
- |
-275Closed |
$6.79K - $9.19K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-335- 2.93% |
$8.27K - $11.2K
|
11.1K
$692K
|
|
|
Aug 07, 2020
Q2 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-428- 3.69% |
$10.6K - $14.3K
|
11.2K
$696K
|
|
|
Aug 14, 2020
Q2 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-448- 5.67% |
$11.1K - $15K
|
7.45K
$465K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-458Closed |
$11.3K - $15.3K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-500Closed |
$12.3K - $16.7K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-505Closed |
$12.5K - $16.9K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-520- 63.41% |
$12.8K - $17.4K
|
300
$18.7K
|
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-534Closed |
$13.2K - $17.8K
|
0
$0
|
|
|
May 15, 2024
Q2 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-558- 27.17% |
$13.8K - $18.6K
|
1.5K
$93.3K
|
|
|
Aug 14, 2020
Q2 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-565- 31.15% |
$13.9K - $18.9K
|
1.25K
$77.9K
|
|
|
Jul 14, 2020
Q2 2020
|
Secure Asset Management, LLC
|
SELL
|
- |
-581- 0.45% |
$14.3K - $19.4K
|
127K
$7.94M
|
|
|
Jul 30, 2020
Q2 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-600- 2.6% |
$14.8K - $20K
|
22.5K
$1.4M
|
|
|
Aug 19, 2020
Q2 2020
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-625- 4.64% |
$15.4K - $20.9K
|
12.9K
$801K
|
|
|
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-669- 1.52% |
$16.5K - $22.4K
|
43.4K
$2.71M
|
|
|
Aug 11, 2020
Q2 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-671Closed |
$16.6K - $22.4K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Davenport & CO LLC
|
SELL
|
- |
-673- 2.56% |
$16.6K - $22.5K
|
25.7K
$1.6M
|
|
|
Jan 08, 2024
Q2 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-685- 1.24% |
$16.9K - $22.9K
|
54.7K
$3.41M
|
|
|
Jul 15, 2020
Q2 2020
|
360 Financial, Inc.
|
SELL
|
- |
-800- 8.96% |
$19.8K - $26.7K
|
8.13K
$507K
|
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-884- 1.26% |
$21.8K - $29.5K
|
69.5K
$4.34M
|
|
|
Aug 12, 2020
Q2 2020
|
Stone X Group Inc.
|
SELL
|
- |
-970- 5.04% |
$23.9K - $32.4K
|
18.3K
$1.14M
|
|
|
Jul 20, 2020
Q2 2020
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-983- 2.86% |
$24.3K - $32.8K
|
33.3K
$2.08M
|
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1K- 78.13% |
$24.7K - $33.4K
|
280
$17.5K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1KClosed |
$24.7K - $33.4K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.08K- 3.98% |
$26.7K - $36.2K
|
26.1K
$1.63M
|
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 4.58% |
$27.2K - $36.8K
|
22.9K
$1.43M
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
SELL
|
- |
-1.1K- 47.13% |
$27.2K - $36.8K
|
1.23K
$77K
|
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.11KClosed |
$27.4K - $37K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.28KClosed |
$31.6K - $42.7K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.31KClosed |
$32.2K - $43.6K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.32K- 9.1% |
$32.6K - $44.1K
|
13.2K
$823K
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 14.36% |
$33.6K - $45.5K
|
8.12K
$506K
|
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 8.59% |
$34.3K - $46.5K
|
14.8K
$923K
|
|
|
Aug 10, 2020
Q2 2020
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.41K- 9.58% |
$34.8K - $47.1K
|
13.3K
$830K
|