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
Aug 12, 2021 Q2 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
301
+ 5.01%
$13.3K - $14.3K
6.31K $393K
Aug 12, 2021 Q2 2021
Fieldpoint Private Securities, LLC

BUY
 -
300
New
$13.2K - $14.2K
300 $18.7K
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
169
New
$7.46K - $8.02K
169 $10.5K
Jul 29, 2021 Q2 2021
Avantax Advisory Services, Inc.

BUY
 -
165
+ 2.36%
$7.28K - $7.83K
7.16K $446K
Jul 29, 2021 Q2 2021
Kovack Advisors, Inc.

BUY
 -
163
+ 1.18%
$7.19K - $7.74K
14K $871K
Aug 06, 2021 Q2 2021
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
149
New
$6.58K - $7.07K
149 $9.28K
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

BUY
 -
139
+ 0.15%
$6.14K - $6.6K
90.4K $5.63M
Aug 11, 2021 Q2 2021
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
136
New
$6K - $6.46K
136 $8.47K
Aug 10, 2021 Q2 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
132
+ 20.0%
$5.83K - $6.27K
792 $49.3K
Jul 21, 2021 Q2 2021
Ae Wealth Management LLC

BUY
 -
100
+ 1.29%
$4.41K - $4.75K
7.83K $488K
Aug 16, 2021 Q2 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
47
+ 0.68%
$2.07K - $2.23K
6.98K $435K
Aug 06, 2021 Q2 2021
Keel Point, LLC

Huntsville, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 06, 2021 Q2 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-17
- 0.52%
$750 - $807
3.22K $201K
Jul 14, 2021 Q2 2021
Arq Wealth Advisors, LLC

SELL
 -
-65
- 0.83%
$2.87K - $3.09K
7.73K $481K
Jul 20, 2021 Q2 2021
Raymond James Trust N.A.

SELL
 -
-100
- 0.34%
$4.41K - $4.75K
29.3K $1.82M
Jul 26, 2021 Q2 2021
Time Scale Financial, Inc.

SELL
 -
-110
Closed
$4.86K - $5.22K
0 $0
Aug 11, 2021 Q2 2021
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-129
- 1.25%
$5.69K - $6.12K
10.2K $637K
Aug 09, 2021 Q2 2021
Cutter & CO Brokerage, Inc.

SELL
 -
-179
- 1.25%
$7.9K - $8.5K
14.1K $880K
Aug 16, 2021 Q2 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-241
- 2.12%
$10.6K - $11.4K
11.1K $692K
Jul 27, 2021 Q2 2021
Aptus Capital Advisors, LLC

SELL
 -
-250
- 8.2%
$11K - $11.9K
2.8K $174K
Aug 06, 2021 Q2 2021
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-250
- 20.0%
$11K - $11.9K
1K $62.3K
Jul 27, 2021 Q2 2021
Capital Investment Advisory Services, LLC

SELL
 -
-293
- 1.37%
$12.9K - $13.9K
21.1K $1.31M
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-300
Closed
$13.2K - $14.2K
0 $0
Aug 05, 2021 Q2 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-300
Closed
$13.2K - $14.2K
0 $0
Jul 07, 2021 Q2 2021
Private Trust CO Na

SELL
 -
-312
- 0.98%
$13.8K - $14.8K
31.6K $1.97M
Jul 19, 2021 Q2 2021
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-313
- 1.01%
$13.8K - $14.9K
30.6K $1.9M
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-321
Closed
$14.2K - $15.2K
0 $0
Jul 23, 2021 Q2 2021
Dividend Assets Capital, LLC

SELL
 -
-340
Closed
$15K - $16.1K
0 $0
Jul 19, 2021 Q2 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-359
- 0.32%
$15.8K - $17K
111K $6.93M
Aug 10, 2021 Q2 2021
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-369
- 1.64%
$16.3K - $17.5K
22.2K $1.38M
Aug 12, 2021 Q2 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-383
- 0.95%
$16.9K - $18.2K
39.9K $2.49M
Aug 13, 2021 Q2 2021
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-435
- 7.75%
$19.2K - $20.6K
5.18K $323K
Jul 30, 2021 Q2 2021
Clear Creek Financial Management, LLC

SELL
 -
-483
- 2.33%
$21.3K - $22.9K
20.2K $1.26M
Jul 20, 2021 Q2 2021
Mps Loria Financial Planners, LLC

SELL
 -
-500
Closed
$22.1K - $23.7K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-500
Closed
$22.1K - $23.7K
0 $0
Aug 12, 2021 Q2 2021
Advisory Services Network, LLC

SELL
 -
-546
- 2.55%
$24.1K - $25.9K
20.9K $1.3M
Aug 02, 2021 Q2 2021
Private Advisory Group LLC

Redmond, WA
SELL
 -
-599
- 3.09%
$26.4K - $28.4K
18.8K $1.17M
Aug 04, 2021 Q2 2021
Waterfront Wealth Inc.

SELL
 -
-610
- 2.71%
$26.9K - $29K
21.9K $1.37M
Mar 22, 2023 Q2 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-620
- 0.83%
$27.4K - $29.4K
74.1K $4.61M
Aug 02, 2021 Q2 2021
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-626
- 13.18%
$27.6K - $29.7K
4.12K $257K
Jul 21, 2021 Q2 2021
Ifg Advisory, LLC

SELL
 -
-843
- 3.42%
$37.2K - $40K
23.8K $1.48M
Aug 06, 2021 Q2 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-852
- 5.63%
$37.6K - $40.4K
14.3K $889K
Jul 30, 2021 Q2 2021
Kestra Private Wealth Services, LLC

SELL
 -
-871
- 2.01%
$38.4K - $41.3K
42.4K $2.64M
Aug 16, 2021 Q2 2021
First Heartland Consultants, Inc.

SELL
 -
-974
- 0.91%
$43K - $46.2K
106K $6.57M
Aug 10, 2021 Q2 2021
Meridian Wealth Advisors, LLC

SELL
 -
-1K
- 19.05%
$44.1K - $47.5K
4.25K $265K
Aug 12, 2021 Q2 2021
Golden State Wealth Management, LLC

Santa Ana, CA
SELL
 -
-1.05K
- 1.9%
$46.1K - $49.6K
54.1K $3.37M
Aug 10, 2021 Q2 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.08K
- 15.05%
$47.8K - $51.4K
6.11K $380K
Aug 13, 2021 Q2 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.14K
- 3.89%
$50.5K - $54.3K
28.3K $1.76M
Aug 13, 2021 Q2 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-1.16K
Closed
$51.4K - $55.3K
0 $0

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