Purchases and Sales Made in Q4 2020 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 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
Feb 12, 2021 Q4 2020
Prospera Financial Services Inc

BUY
 -
2.59M
+ 4982.51%
$87.6M - $106M
2.64M $164M
Feb 12, 2021 Q4 2020
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
115K
New
$3.9M - $4.71M
115K $7.18M
Apr 19, 2024 Q4 2020
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
112K
New
$3.78M - $4.56M
112K $6.95M
Feb 26, 2021 Q4 2020
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
101K
New
$3.42M - $4.13M
101K $6.3M
Feb 03, 2021 Q4 2020
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
90.3K
New
$3.06M - $3.69M
90.3K $5.63M
Jan 19, 2021 Q4 2020
Meridian Wealth Management, LLC

BUY
 -
79.5K
New
$2.69M - $3.25M
79.5K $4.95M
Sep 15, 2021 Q4 2020
Cwm, LLC

BUY
 -
71.6K
+ 45.4%
$2.42M - $2.93M
229K $14.3M
Feb 12, 2021 Q4 2020
Lpl Financial LLC

Fort Mill, SC
BUY
 -
50.4K
+ 1.96%
$1.7M - $2.06M
2.62M $163M
Feb 16, 2021 Q4 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
40.3K
+ 62.04%
$1.36M - $1.64M
105K $6.55M
Jan 12, 2021 Q4 2020
Cx Institutional

BUY
 -
39.4K
+ 131350.0%
$1.33M - $1.61M
39.4K $2.46M
Feb 05, 2021 Q4 2020
Private Advisory Group LLC

Redmond, WA
BUY
 -
30.8K
+ 288.78%
$1.04M - $1.26M
41.5K $2.58M
May 19, 2021 Q4 2020
Geneos Wealth Management Inc.

BUY
 -
27.9K
+ 34.88%
$945K - $1.14M
108K $6.72M
Feb 12, 2021 Q4 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
26.3K
+ 1.36%
$891K - $1.08M
1.96M $122M
Feb 11, 2021 Q4 2020
Commonwealth Equity Services, LLC

BUY
 -
24.5K
+ 2.13%
$829K - $1M
1.18M $73.3M
Feb 12, 2021 Q4 2020
Clear Creek Financial Management, LLC

BUY
 -
23.6K
New
$798K - $964K
23.6K $1.47M
Feb 16, 2021 Q4 2020
Waterfront Wealth Inc.

BUY
 -
22.6K
New
$765K - $923K
22.6K $1.41M
Feb 10, 2021 Q4 2020
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
19.6K
New
$663K - $801K
19.6K $1.22M
Feb 17, 2021 Q4 2020
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
17.9K
+ 6.45%
$606K - $732K
296K $18.4M
Feb 16, 2021 Q4 2020
Dhjj Financial Advisors, Ltd.

BUY
 -
14.2K
New
$481K - $581K
14.2K $886K
Jan 22, 2021 Q4 2020
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
14.1K
New
$478K - $577K
14.1K $880K
Feb 16, 2021 Q4 2020
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
13.9K
+ 27.69%
$471K - $569K
64.3K $4M
Mar 30, 2021 Q4 2020
Koshinski Asset Management, Inc.

BUY
 -
13.9K
+ 45.41%
$469K - $567K
44.4K $2.77M
Feb 12, 2021 Q4 2020
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
13.8K
New
$467K - $564K
13.8K $859K
Feb 12, 2021 Q4 2020
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
12.4K
New
$420K - $507K
12.4K $773K
Jan 25, 2021 Q4 2020
Beacon Financial Advisory LLC

BUY
 -
10K
+ 88.76%
$339K - $409K
21.3K $1.33M
Jan 27, 2021 Q4 2020
Venture Visionary Partners LLC

BUY
 -
9.51K
New
$322K - $389K
9.51K $593K
Jan 21, 2021 Q4 2020
Kestra Private Wealth Services, LLC

BUY
 -
9.12K
+ 23.7%
$309K - $373K
47.6K $2.97M
Jan 22, 2021 Q4 2020
Mgo One Seven LLC

Beachwood, OH
BUY
 -
9.03K
+ 5.28%
$305K - $369K
180K $11.2M
Feb 17, 2021 Q4 2020
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
8.7K
+ 20.64%
$294K - $355K
50.8K $3.17M
Feb 02, 2021 Q4 2020
Koshinski Asset Management, Inc.

BUY
 -
7.97K
+ 18.63%
$269K - $325K
50.7K $3.16M
Jan 20, 2021 Q4 2020
Concentrum Wealth Management

BUY
 -
7.9K
+ 11.35%
$267K - $323K
77.5K $4.83M
Feb 12, 2021 Q4 2020
J.W. Cole Advisors, Inc.

BUY
 -
7.81K
New
$264K - $319K
7.81K $487K
Feb 16, 2021 Q4 2020
Cooper Financial Group

BUY
 -
7.74K
New
$262K - $316K
7.74K $482K
Feb 16, 2021 Q4 2020
Signature Wealth Management Partners, LLC

BUY
 -
7.72K
New
$261K - $315K
7.72K $481K
Jan 15, 2021 Q4 2020
Qp Wealth Management, LLC

BUY
 -
7.51K
+ 46.6%
$254K - $307K
23.6K $1.47M
Feb 02, 2021 Q4 2020
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
5.9K
New
$200K - $241K
5.9K $368K
Feb 10, 2021 Q4 2020
Keystone Financial Group

BUY
 -
5.7K
+ 7.36%
$193K - $233K
83.2K $5.18M
Feb 08, 2021 Q4 2020
Secure Asset Management, LLC

BUY
 -
5.69K
+ 4.86%
$193K - $233K
123K $7.65M
Feb 02, 2021 Q4 2020
Envestnet Asset Management Inc

BUY
 -
5.39K
+ 3.8%
$182K - $220K
147K $9.17M
Apr 12, 2021 Q4 2020
Mayflower Financial Advisors, LLC

BUY
 -
5.34K
New
$181K - $218K
5.34K $333K
May 07, 2021 Q4 2020
Meridian Wealth Advisors, LLC

BUY
 -
5.25K
New
$178K - $215K
5.25K $327K
Jan 20, 2021 Q4 2020
Kestra Advisory Services, LLC

BUY
 -
5.09K
+ 3.66%
$172K - $208K
144K $8.98M
Feb 19, 2021 Q4 2020
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
4.93K
New
$167K - $201K
4.93K $307K
Feb 10, 2021 Q4 2020
Stephens Inc

BUY
 -
4.71K
+ 3.12%
$159K - $193K
156K $9.69M
Feb 10, 2021 Q4 2020
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.66K
+ 21.26%
$158K - $190K
26.6K $1.65M
Feb 11, 2021 Q4 2020
Oder Investment Management, LLC

Woodland Hills, CA
BUY
 -
4.36K
New
$147K - $178K
4.36K $271K
Feb 16, 2021 Q4 2020
Titus Wealth Management

Larskpur, CA
BUY
 -
4.31K
+ 20.74%
$146K - $176K
25.1K $1.56M
Feb 12, 2021 Q4 2020
Stifel Financial Corp

St. Louis, MO
BUY
 -
3.66K
+ 0.87%
$124K - $150K
427K $26.6M
Feb 18, 2021 Q4 2020
Truist Financial Corp

BUY
 -
2.85K
+ 1.33%
$96.6K - $117K
217K $13.5M

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