Purchases and Sales Made in Q2 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 Q2 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
Sep 13, 2021 Q2 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
1.48M
New
$65.3M - $70.3M
1.48M $92.2M
Aug 16, 2021 Q2 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.12M
New
$49.3M - $53.1M
1.12M $69.6M
Aug 11, 2021 Q2 2021
Commonwealth Equity Services, LLC

BUY
 -
344K
+ 28.41%
$15.2M - $16.3M
1.55M $96.7M
Aug 20, 2021 Q2 2021
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
151K
+ 646.99%
$6.66M - $7.16M
174K $10.9M
Aug 16, 2021 Q2 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
118K
+ 4.45%
$5.22M - $5.61M
2.77M $173M
Aug 09, 2021 Q2 2021
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
116K
New
$5.11M - $5.5M
116K $7.21M
Aug 04, 2021 Q2 2021
Cx Institutional

BUY
 -
108K
+ 270.09%
$4.76M - $5.12M
148K $9.21M
Jul 21, 2021 Q2 2021
Brendel Financial Advisors LLC

BUY
 -
107K
New
$4.74M - $5.1M
107K $6.69M
Aug 13, 2021 Q2 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
67.7K
+ 22.46%
$2.99M - $3.21M
369K $23M
Aug 04, 2021 Q2 2021
Creative Planning

Overland Park, KS
BUY
 -
61.4K
+ 544.09%
$2.71M - $2.92M
72.7K $4.53M
Aug 11, 2021 Q2 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
44.2K
+ 2.46%
$1.95M - $2.1M
1.84M $115M
Aug 10, 2021 Q2 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
37.2K
+ 5.19%
$1.64M - $1.77M
755K $47M
Aug 13, 2021 Q2 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
35.8K
+ 1.38%
$1.58M - $1.7M
2.62M $163M
Aug 03, 2021 Q2 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
31.4K
+ 130.32%
$1.38M - $1.49M
55.5K $3.45M
Aug 11, 2021 Q2 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
27K
+ 230.84%
$1.19M - $1.28M
38.8K $2.41M
Jul 16, 2021 Q2 2021
Secure Asset Management, LLC

BUY
 -
27K
+ 21.88%
$1.19M - $1.28M
151K $9.38M
Jul 28, 2021 Q2 2021
Concentrum Wealth Management

BUY
 -
20.1K
+ 22.27%
$888K - $955K
111K $6.88M
Jul 29, 2021 Q2 2021
Mgo One Seven LLC

Beachwood, OH
BUY
 -
15.5K
+ 8.27%
$684K - $736K
203K $12.6M
Aug 12, 2021 Q2 2021
Insight Advisors, LLC

Newtown, PA
BUY
 -
13.2K
New
$584K - $628K
13.2K $824K
Aug 13, 2021 Q2 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
9.85K
+ 20.38%
$435K - $468K
58.2K $3.62M
Aug 10, 2021 Q2 2021
D.A. Davidson & Co.

BUY
 -
8.86K
+ 2.73%
$391K - $421K
334K $20.8M
Jul 22, 2021 Q2 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
5.12K
+ 37.58%
$226K - $243K
18.7K $1.17M
Jul 09, 2021 Q2 2021
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
4.82K
New
$213K - $229K
4.82K $300K
Aug 12, 2021 Q2 2021
Bank Of Montreal

Toronto, A6
BUY
 -
4.05K
New
$179K - $192K
4.05K $252K
Aug 16, 2021 Q2 2021
Titus Wealth Management

Larskpur, CA
BUY
 -
4K
+ 15.57%
$177K - $190K
29.7K $1.85M
Jul 28, 2021 Q2 2021
Arkadios Wealth Advisors

BUY
 -
3.53K
+ 6.54%
$156K - $168K
57.5K $3.58M
Aug 12, 2021 Q2 2021
Stephens Inc

BUY
 -
2.82K
+ 1.77%
$124K - $134K
162K $10.1M
Jul 08, 2021 Q2 2021
Geneos Wealth Management Inc.

BUY
 -
2.2K
+ 1.98%
$96.9K - $104K
113K $7.03M
Aug 13, 2021 Q2 2021
Northwestern Mutual Wealth Management CO

BUY
 -
2.19K
+ 122.87%
$96.8K - $104K
3.98K $248K
Aug 02, 2021 Q2 2021
Trustcore Financial Services, LLC

BUY
 -
2.15K
New
$94.9K - $102K
2.15K $134K
Jul 26, 2021 Q2 2021
Janney Montgomery Scott LLC

BUY
 -
2.09K
+ 0.45%
$92.1K - $99.1K
461K $28.7M
Aug 13, 2021 Q2 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
1.76K
+ 5.34%
$77.5K - $83.4K
34.6K $2.16M
Aug 13, 2021 Q2 2021
Lincoln National Corp

BUY
 -
1.61K
+ 18.0%
$70.8K - $76.2K
10.5K $655K
Aug 13, 2021 Q2 2021
Claro Advisors LLC

Boston, MA
BUY
 -
1.52K
+ 1.51%
$67K - $72K
102K $6.35M
Apr 19, 2024 Q2 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.48K
+ 1.3%
$65.5K - $70.4K
116K $7.22M
Jul 29, 2021 Q2 2021
Signature Wealth Management Partners, LLC

BUY
 -
1.19K
+ 16.36%
$52.5K - $56.4K
8.46K $527K
Oct 02, 2024 Q2 2021
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
1.17K
New
$51.5K - $55.4K
1.17K $72.6K
Aug 17, 2021 Q2 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.16K
+ 6.96%
$51.2K - $55.1K
17.9K $1.11M
Jul 28, 2021 Q2 2021
Davenport & CO LLC

BUY
 -
1.14K
+ 4.59%
$50.4K - $54.2K
26K $1.62M
Jul 13, 2021 Q2 2021
Qp Wealth Management, LLC

BUY
 -
1.1K
+ 4.42%
$48.7K - $52.4K
26.1K $1.62M
Aug 16, 2021 Q2 2021
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
723
+ 0.71%
$31.9K - $34.3K
103K $6.41M
Aug 10, 2021 Q2 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
676
+ 3.77%
$29.8K - $32.1K
18.6K $1.16M
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
650
+ 6.72%
$28.7K - $30.9K
10.3K $643K
Aug 06, 2021 Q2 2021
Fifth Third Bancorp

BUY
 -
580
New
$25.6K - $27.5K
580 $36.1K
Aug 10, 2021 Q2 2021
Smith, Moore & Co.

Clayton, MO
BUY
 -
500
+ 1.55%
$22.1K - $23.7K
32.7K $2.03M
Aug 10, 2021 Q2 2021
Dcm Advisors, LLC

New York, NY
BUY
 -
450
New
$19.9K - $21.4K
450 $28K
Aug 06, 2021 Q2 2021
Stone X Group Inc.

BUY
 -
392
+ 3.53%
$17.3K - $18.6K
11.5K $717K
Jan 09, 2024 Q2 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
317
New
$14K - $15K
317 $19.7K
Aug 05, 2021 Q2 2021
Us Bancorp \De\

BUY
 -
306
+ 10.55%
$13.5K - $14.5K
3.21K $200K

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