Purchases and Sales Made in Q4 2019 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 Q4 2019. 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
Jan 10, 2020 Q4 2019
Trinity Legacy Partners, LLC

BUY
 -
1.1M
+ 748.53%
$31.7M - $34.9M
1.25M $77.8M
Feb 14, 2020 Q4 2019
Truist Financial Corp

BUY
 -
311K
New
$8.97M - $9.87M
311K $19.4M
Feb 10, 2020 Q4 2019
Western Wealth Management, LLC

BUY
 -
299K
+ 1554.75%
$8.62M - $9.48M
319K $19.8M
Feb 27, 2020 Q4 2019
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
257K
New
$7.41M - $8.16M
257K $16M
Feb 12, 2020 Q4 2019
Prospera Financial Services Inc

BUY
 -
196K
+ 4.96%
$5.65M - $6.22M
4.16M $259M
Feb 07, 2020 Q4 2019
Independent Advisor Alliance

BUY
 -
161K
New
$4.63M - $5.09M
161K $10M
Mar 24, 2023 Q4 2019
American Portfolios Advisors

Holbrook, NY
BUY
 -
153K
+ 205.02%
$4.41M - $4.85M
228K $14.2M
Feb 06, 2020 Q4 2019
Secure Asset Management, LLC

BUY
 -
134K
New
$3.87M - $4.26M
134K $8.36M
Jan 29, 2020 Q4 2019
Koshinski Asset Management, Inc.

BUY
 -
127K
New
$3.66M - $4.03M
127K $7.92M
Sep 14, 2021 Q4 2019
Cwm, LLC

BUY
 -
86.1K
+ 60.09%
$2.48M - $2.73M
229K $14.3M
Feb 18, 2020 Q4 2019
Equitable Holdings, Inc.

New York, NY
BUY
 -
73.2K
New
$2.11M - $2.32M
73.2K $4.56M
Feb 12, 2020 Q4 2019
Raymond James & Associates

St Petersburg, FL
BUY
 -
56.5K
+ 3.66%
$1.63M - $1.79M
1.6M $99.7M
Feb 14, 2020 Q4 2019
Arkadios Wealth Advisors

BUY
 -
55K
New
$1.59M - $1.74M
55K $3.43M
Feb 13, 2020 Q4 2019
Stifel Financial Corp

St. Louis, MO
BUY
 -
53.7K
+ 8.88%
$1.55M - $1.7M
658K $41M
Feb 11, 2020 Q4 2019
Professional Financial Advisors, LLC

BUY
 -
51.8K
New
$1.49M - $1.64M
51.8K $3.23M
Feb 14, 2020 Q4 2019
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
43K
+ 17.37%
$1.24M - $1.36M
291K $18.1M
Aug 05, 2021 Q4 2019
Prudential Financial Inc

Newark, NJ
BUY
 -
39.8K
New
$1.15M - $1.26M
39.8K $2.48M
Jan 16, 2020 Q4 2019
Wedbush Securities Inc

BUY
 -
30.2K
+ 37.99%
$868K - $956K
110K $6.82M
Feb 11, 2020 Q4 2019
Envestnet Asset Management Inc

BUY
 -
25.1K
+ 12.54%
$724K - $796K
226K $14M
Feb 12, 2020 Q4 2019
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
24.8K
+ 1.51%
$716K - $787K
1.67M $104M
Feb 13, 2020 Q4 2019
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
20.6K
+ 7655.02%
$593K - $653K
20.9K $1.3M
Feb 10, 2020 Q4 2019
Private Advisor Group, LLC

BUY
 -
18.4K
+ 4.17%
$531K - $584K
461K $28.7M
Feb 13, 2020 Q4 2019
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
15.4K
New
$444K - $488K
15.4K $960K
Feb 28, 2020 Q4 2019
360 Financial, Inc.

BUY
 -
13.8K
New
$397K - $437K
13.8K $859K
Feb 11, 2020 Q4 2019
Qp Wealth Management, LLC

BUY
 -
13.7K
New
$394K - $434K
13.7K $853K
Feb 14, 2020 Q4 2019
High Tower Advisors, LLC

Chicago, IL
BUY
 -
13.4K
New
$386K - $425K
13.4K $836K
Jan 24, 2020 Q4 2019
Beacon Financial Advisory LLC

BUY
 -
11.3K
New
$325K - $357K
11.3K $703K
Jan 29, 2020 Q4 2019
Kovack Advisors, Inc.

BUY
 -
11.3K
New
$324K - $357K
11.3K $701K
Jan 23, 2020 Q4 2019
J.W. Cole Advisors, Inc.

BUY
 -
10.6K
New
$304K - $334K
10.6K $657K
Jan 28, 2020 Q4 2019
Bay Colony Advisory Group, Inc D

BUY
 -
10.4K
New
$300K - $330K
10.4K $648K
Feb 14, 2020 Q4 2019
Avantax Advisory Services, Inc.

BUY
 -
9.68K
New
$279K - $307K
9.68K $603K
Jan 17, 2020 Q4 2019
Steward Partners Investment Advisory, LLC

BUY
 -
9.21K
+ 10.26%
$265K - $292K
99K $6.17M
Feb 07, 2020 Q4 2019
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
9.08K
+ 49.69%
$261K - $288K
27.3K $1.7M
Feb 05, 2020 Q4 2019
Fifth Third Securities, Inc.

BUY
 -
8.95K
New
$258K - $283K
8.95K $557K
Feb 14, 2020 Q4 2019
Northern Trust Corp

Chicago, IL
BUY
 -
7.35K
New
$212K - $233K
7.35K $458K
Feb 13, 2020 Q4 2019
Strategy Asset Managers LLC

BUY
 -
6.83K
New
$197K - $216K
6.83K $425K
Feb 07, 2020 Q4 2019
Lincoln National Corp

BUY
 -
6.58K
New
$189K - $208K
6.58K $410K
Nov 14, 2024 Q4 2019
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
6.46K
New
$186K - $205K
6.46K $402K
Jan 17, 2020 Q4 2019
Creative Financial Designs Inc

BUY
 -
6.17K
+ 46.85%
$178K - $196K
19.4K $1.21M
Jan 29, 2020 Q4 2019
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
3.8K
+ 3.86%
$109K - $120K
102K $6.36M
Feb 07, 2020 Q4 2019
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3.67K
+ 3.8%
$106K - $116K
100K $6.25M
Jan 30, 2020 Q4 2019
Private Advisory Group LLC

Redmond, WA
BUY
 -
3.42K
+ 48.83%
$98.4K - $108K
10.4K $648K
Jan 15, 2020 Q4 2019
Ae Wealth Management LLC

BUY
 -
3.21K
+ 27.09%
$92.3K - $102K
15K $937K
Jan 28, 2020 Q4 2019
Moors & Cabot, Inc.

Boston, MA
BUY
 -
3.19K
+ 3.66%
$91.9K - $101K
90.4K $5.63M
May 05, 2020 Q4 2019
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
3.14K
New
$90.5K - $99.6K
3.14K $196K
Feb 13, 2020 Q4 2019
Financial Advocates Investment Management

Olympia, WA
BUY
 -
3.08K
+ 5.33%
$88.7K - $97.6K
60.9K $3.79M
May 15, 2024 Q4 2019
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
2.97K
New
$85.6K - $94.2K
2.97K $185K
Feb 12, 2020 Q4 2019
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
2.96K
+ 14.23%
$85.2K - $93.7K
23.7K $1.48M
Feb 20, 2020 Q4 2019
Cornerstone Wealth Management, LLC

BUY
 -
2.51K
+ 10.56%
$72.3K - $79.5K
26.3K $1.64M

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