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 31, 2020 Q4 2019
Valmark Advisers, Inc.

BUY
 -
2.41K
+ 10.11%
$69.5K - $76.5K
26.3K $1.64M
Feb 04, 2020 Q4 2019
Capital Investment Advisory Services, LLC

BUY
 -
2.39K
+ 12.2%
$68.7K - $75.6K
21.9K $1.37M
Feb 06, 2020 Q4 2019
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.26K
+ 1.62%
$65.1K - $71.7K
141K $8.81M
Jan 24, 2020 Q4 2019
Valeo Financial Advisors, LLC

BUY
 -
1.85K
+ 617.33%
$53.3K - $58.7K
2.15K $134K
Feb 10, 2020 Q4 2019
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.59K
+ 2.41%
$45.7K - $50.3K
67.3K $4.19M
Jan 30, 2020 Q4 2019
Cedar Mountain Advisors, LLC

BUY
 -
1.48K
New
$42.6K - $46.9K
1.48K $92.2K
Feb 14, 2020 Q4 2019
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.2K
New
$34.6K - $38K
1.2K $74.7K
Feb 27, 2020 Q4 2019
Total Clarity Wealth Management, Inc.

BUY
 -
1.1K
New
$31.7K - $34.9K
1.1K $68.5K
Jan 28, 2020 Q4 2019
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.04K
+ 2.81%
$29.9K - $32.9K
38.1K $2.37M
Feb 07, 2020 Q4 2019
Great Diamond Partners, LLC

BUY
 -
1K
New
$28.8K - $31.7K
1K $62.3K
Jan 15, 2020 Q4 2019
Concentrum Wealth Management

BUY
 -
985
+ 0.72%
$28.4K - $31.2K
138K $8.59M
Feb 12, 2020 Q4 2019
1776 Wealth LLC

BUY
 -
780
New
$22.5K - $24.7K
780 $48.6K
Jan 13, 2020 Q4 2019
Minich Mac Gregor Wealth Management, LLC

BUY
 -
700
+ 4.15%
$20.2K - $22.2K
17.6K $1.09M
Jan 24, 2020 Q4 2019
Stone X Group Inc.

BUY
 -
637
+ 3.75%
$18.3K - $20.2K
17.6K $1.1M
Feb 27, 2020 Q4 2019
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
604
New
$17.4K - $19.1K
604 $37.6K
Feb 13, 2020 Q4 2019
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
585
+ 4.19%
$16.8K - $18.5K
14.6K $907K
Feb 14, 2020 Q4 2019
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
571
+ 2.8%
$16.4K - $18.1K
21K $1.31M
Jan 08, 2024 Q4 2019
Snowden Capital Advisors LLC

New York, NY
BUY
 -
475
+ 0.87%
$13.7K - $15.1K
55.1K $3.43M
Jan 30, 2024 Q4 2019
Snowden Capital Advisors LLC

New York, NY
BUY
 -
475
+ 0.87%
$13.7K - $15.1K
55.1K $3.43M
Feb 14, 2020 Q4 2019
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
452
+ 2.99%
$13K - $14.3K
15.6K $971K
Feb 14, 2020 Q4 2019
Wintrust Investments LLC

Chicago, IL
BUY
 -
427
+ 2.9%
$12.3K - $13.5K
15.1K $942K
Mar 12, 2020 Q4 2019
Engrave Wealth Partners LLC

BUY
 -
418
New
$12K - $13.2K
418 $26K
Feb 11, 2020 Q4 2019
Atria Investments LLC

Charlotte, NC
BUY
 -
360
+ 1.28%
$10.4K - $11.4K
28.5K $1.78M
Jan 14, 2020 Q4 2019
Raymond James Trust N.A.

BUY
 -
309
+ 1.0%
$8.9K - $9.79K
31.1K $1.93M
Feb 07, 2020 Q4 2019
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
297
New
$8.55K - $9.41K
297 $18.5K
Feb 06, 2020 Q4 2019
Gryphon Financial Partners LLC

BUY
 -
200
New
$5.76K - $6.34K
200 $12.5K
Feb 14, 2020 Q4 2019
Fifth Third Bancorp

BUY
 -
200
New
$5.76K - $6.34K
200 $12.5K
Feb 14, 2020 Q4 2019
Argent Advisors, Inc.

Monroe, LA
BUY
 -
200
New
$5.76K - $6.34K
200 $12.5K
Feb 27, 2020 Q4 2019
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
161
New
$4.64K - $5.1K
161 $10K
Feb 14, 2020 Q4 2019
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
147
New
$4.23K - $4.66K
147 $9.16K
Feb 20, 2020 Q4 2019
Integrated Wealth Concepts LLC

BUY
 -
145
+ 0.83%
$4.18K - $4.6K
17.5K $1.09M
Feb 14, 2020 Q4 2019
Orion Portfolio Solutions, LLC

BUY
 -
80
New
$2.3K - $2.54K
80 $4.98K
Jan 31, 2020 Q4 2019
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
78
+ 0.84%
$2.25K - $2.47K
9.32K $580K
Jan 14, 2020 Q4 2019
Genesee Capital Advisors, LLC

BUY
 -
55
+ 0.25%
$1.58K - $1.74K
21.7K $1.35M
Feb 11, 2021 Q4 2019
Iag Wealth Partners, LLC

BUY
 -
40
New
$1.15K - $1.27K
40 $2.49K
Feb 13, 2020 Q4 2019
Blair William & CO

Chicago, IL
BUY
 -
4
+ 0.04%
$115 - $127
9.25K $576K
Feb 07, 2020 Q4 2019
Citizens Financial Group Inc

BUY
 -
4
+ 0.27%
$115 - $127
1.5K $93.6K
Feb 05, 2020 Q4 2019
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
3
+ 0.26%
$86.4 - $95.1
1.16K $72.4K
Feb 05, 2020 Q4 2019
Signaturefd, LLC

Atlanta, GA
BUY
 -
2
+ 0.22%
$57.6 - $63.4
906 $56.4K
Feb 07, 2020 Q4 2019
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-4
- 0.23%
$115 - $127
1.75K $109K
Jan 22, 2020 Q4 2019
Tompkins Financial Corp

SELL
 -
-20
- 25.64%
$576 - $634
58 $3.61K
Feb 05, 2020 Q4 2019
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-38
- 0.73%
$1.09K - $1.2K
5.14K $320K
Feb 12, 2020 Q4 2019
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-38
- 2.29%
$1.09K - $1.2K
1.62K $101K
Jan 02, 2020 Q4 2019
Private Trust CO Na

SELL
 -
-88
- 0.44%
$2.53K - $2.79K
19.8K $1.23M
Feb 07, 2020 Q4 2019
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-88
- 0.61%
$2.53K - $2.79K
14.4K $894K
Feb 13, 2020 Q4 2019
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-165
- 0.67%
$4.75K - $5.23K
24.6K $1.53M
Feb 14, 2020 Q4 2019
Federated Hermes, Inc.

Pittsburgh, PA
SELL
 -
-190
Closed
$5.47K - $6.02K
0 $0
Feb 10, 2020 Q4 2019
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-219
- 0.38%
$6.31K - $6.94K
57.6K $3.58M
Feb 07, 2020 Q4 2019
Smith, Moore & Co.

Clayton, MO
SELL
 -
-224
- 0.65%
$6.45K - $7.1K
34.1K $2.12M

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