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
Jan 05, 2021 Q4 2020
Private Trust CO Na

BUY
 -
2.67K
+ 9.18%
$90.3K - $109K
31.8K $1.65M
Jan 25, 2021 Q4 2020
Capital Investment Advisory Services, LLC

BUY
 -
2.27K
+ 11.87%
$76.8K - $92.8K
21.4K $1.11M
Jan 08, 2021 Q4 2020
Creative Financial Designs Inc

BUY
 -
2.03K
+ 4.78%
$68.8K - $83.1K
44.6K $2.31M
Jan 27, 2021 Q4 2020
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
1.43K
New
$48.4K - $58.4K
1.43K $74.2K
Feb 26, 2021 Q4 2020
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
1.28K
New
$43.1K - $52.1K
1.28K $66.2K
Feb 03, 2021 Q4 2020
Cutter & CO Brokerage, Inc.

BUY
 -
1.03K
+ 7.78%
$34.9K - $42.2K
14.3K $743K
Feb 09, 2021 Q4 2020
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.03K
+ 11.61%
$34.8K - $42K
9.88K $513K
Jan 29, 2021 Q4 2020
Joseph P. Lucia & Associates, LLC

BUY
 -
1K
New
$33.8K - $40.9K
1K $51.9K
Feb 16, 2021 Q4 2020
Tradition Wealth Management, LLC

BUY
 -
931
New
$31.5K - $38K
931 $48.3K
Feb 12, 2021 Q4 2020
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
912
+ 1.94%
$30.9K - $37.3K
47.8K $2.48M
Sep 08, 2021 Q4 2020
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
800
New
$27.1K - $32.7K
800 $41.5K
Feb 09, 2021 Q4 2020
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
773
+ 16.95%
$26.2K - $31.6K
5.33K $277K
Feb 12, 2021 Q4 2020
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
711
New
$24.1K - $29.1K
711 $36.9K
Feb 12, 2021 Q4 2020
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
698
New
$23.6K - $28.5K
698 $36.2K
Jan 13, 2021 Q4 2020
Global Retirement Partners, LLC

BUY
 -
668
+ 128.21%
$22.6K - $27.3K
1.19K $61.7K
May 17, 2021 Q4 2020
Money Concepts Capital Corp

BUY
 -
657
New
$22.2K - $26.8K
657 $34.1K
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
650
+ 23.07%
$22K - $26.6K
3.47K $180K
Jan 14, 2021 Q4 2020
Larson Financial Group LLC

BUY
 -
406
New
$13.7K - $16.6K
406 $21.1K
Jan 22, 2021 Q4 2020
Dividend Assets Capital, LLC

BUY
 -
340
New
$11.5K - $13.9K
340 $17.6K
Jan 29, 2021 Q4 2020
Key F Inancial Inc

BUY
 -
275
New
$9.3K - $11.2K
275 $14.3K
Feb 01, 2021 Q4 2020
Ae Wealth Management LLC

BUY
 -
251
+ 1.99%
$8.49K - $10.3K
12.9K $668K
Jan 29, 2021 Q4 2020
Forth Right Wealth Management, LLC

BUY
 -
166
New
$5.62K - $6.78K
166 $8.62K
Feb 16, 2021 Q4 2020
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
122
New
$4.13K - $4.98K
122 $6.33K
Feb 16, 2021 Q4 2020
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
114
New
$3.86K - $4.66K
114 $5.92K
Feb 12, 2021 Q4 2020
Northwestern Mutual Wealth Management CO

BUY
 -
96
+ 6.06%
$3.25K - $3.92K
1.68K $87.1K
Feb 12, 2021 Q4 2020
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
40
New
$1.35K - $1.63K
40 $2.08K
Jan 19, 2021 Q4 2020
Minich Mac Gregor Wealth Management, LLC

SELL
 -
-15
- 0.08%
$507 - $613
17.9K $931K
Jan 13, 2021 Q4 2020
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-15
- 1.15%
$507 - $613
1.28K $66.6K
Feb 16, 2021 Q4 2020
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-18
- 0.12%
$609 - $735
14.9K $774K
Feb 12, 2021 Q4 2020
Affinity Wealth Management LLC

Wilmington, DE
SELL
 -
-32
- 0.08%
$1.08K - $1.31K
39K $2.02M
Feb 02, 2021 Q4 2020
Arq Wealth Advisors, LLC

SELL
 -
-40
- 0.49%
$1.35K - $1.63K
8.09K $420K
Feb 01, 2021 Q4 2020
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-47
- 0.13%
$1.59K - $1.92K
37.2K $1.93M
Jan 14, 2021 Q4 2020
Kovack Advisors, Inc.

SELL
 -
-54
- 0.39%
$1.83K - $2.21K
13.7K $712K
Feb 11, 2021 Q4 2020
Veritable, L.P.

Newtown Square, PA
SELL
 -
-100
- 0.45%
$3.38K - $4.09K
22.1K $1.15M
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-106
Closed
$3.59K - $4.33K
0 $0
Jan 13, 2021 Q4 2020
Davenport & CO LLC

SELL
 -
-150
- 0.55%
$5.07K - $6.13K
27K $1.4M
Feb 16, 2021 Q4 2020
Smith, Moore & Co.

Clayton, MO
SELL
 -
-199
- 0.61%
$6.73K - $8.13K
32.2K $1.67M
Feb 03, 2021 Q4 2020
Stone X Group Inc.

SELL
 -
-220
- 2.12%
$7.44K - $8.99K
10.2K $527K
Jan 29, 2021 Q4 2020
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-250
- 1.97%
$8.46K - $10.2K
12.5K $646K
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-280
Closed
$9.47K - $11.4K
0 $0
Feb 12, 2021 Q4 2020
Fusion Capital, LLC

SELL
 -
-297
- 4.86%
$10K - $12.1K
5.82K $302K
Feb 04, 2021 Q4 2020
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-325
- 1.43%
$11K - $13.3K
22.5K $1.17M
Feb 03, 2021 Q4 2020
Valmark Advisers, Inc.

SELL
 -
-326
- 1.98%
$11K - $13.3K
16.1K $836K
Feb 12, 2021 Q4 2020
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-400
- 51.28%
$13.5K - $16.3K
380 $19.7K
Jan 14, 2021 Q4 2020
Professional Financial Advisors, LLC

SELL
 -
-423
- 2.77%
$14.3K - $17.3K
14.9K $771K
Feb 16, 2021 Q4 2020
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-435
Closed
$14.7K - $17.8K
0 $0
Feb 11, 2021 Q4 2020
Oppenheimer & CO Inc

New York, NY
SELL
 -
-455
- 1.82%
$15.4K - $18.6K
24.6K $1.28M
Jan 29, 2021 Q4 2020
First Heartland Consultants, Inc.

SELL
 -
-486
- 0.45%
$16.4K - $19.9K
107K $5.56M
Feb 12, 2021 Q4 2020
Claro Advisors LLC

Boston, MA
SELL
 -
-490
- 0.49%
$16.6K - $20K
99.6K $5.17M

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