Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
2.77K
New
$119K - $137K
2.77K $173K
Feb 03, 2023 Q4 2022
Signature Wealth Management Partners, LLC

BUY
 -
2.68K
+ 37.0%
$115K - $132K
9.92K $618K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
2.47K
New
$106K - $122K
2.47K $154K
Feb 13, 2023 Q4 2022
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
2.47K
+ 6.62%
$105K - $122K
39.7K $2.47M
Feb 13, 2023 Q4 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
2.12K
+ 6.89%
$90.9K - $105K
33K $2.05M
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
2.07K
+ 4.67%
$88.7K - $102K
46.5K $2.89M
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
1.95K
+ 0.86%
$83.4K - $96.2K
228K $14.2M
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.8K
+ 11.76%
$76.9K - $88.6K
17.1K $1.06M
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.75K
+ 11.05%
$74.8K - $86.3K
17.6K $1.1M
Feb 21, 2023 Q4 2022
Boulder Wealth Advisors, LLC

Boulder, CO
BUY
 -
1.73K
New
$73.8K - $85.1K
1.73K $107K
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.34K
+ 1.4%
$57.4K - $66.2K
96.9K $6.03M
Jan 20, 2023 Q4 2022
Acorn Financial Advisory Services Inc

BUY
 -
1.32K
+ 26.77%
$56.4K - $65K
6.24K $388K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
1.3K
New
$55.8K - $64.3K
1.3K $81.2K
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
1.1K
+ 0.4%
$47K - $54.2K
277K $17.2M
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
991
New
$42.4K - $48.9K
991 $61.7K
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

BUY
 -
970
+ 2.37%
$41.5K - $47.8K
41.8K $2.61M
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
951
New
$40.7K - $46.9K
951 $59.2K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
937
+ 49.71%
$40.1K - $46.2K
2.82K $176K
Jan 18, 2023 Q4 2022
Northwest Investment Counselors, LLC

BUY
 -
925
New
$39.6K - $45.6K
925 $57.6K
Feb 14, 2023 Q4 2022
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
918
+ 4.22%
$39.3K - $45.3K
22.7K $1.41M
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
804
+ 4.65%
$34.4K - $39.7K
18.1K $1.13M
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
700
New
$30K - $34.5K
700 $43.6K
Feb 07, 2023 Q4 2022
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
290
+ 3.84%
$12.4K - $14.3K
7.84K $489K
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
221
New
$9.46K - $10.9K
221 $13.8K
Jan 18, 2023 Q4 2022
Madrona Financial Services, LLC

BUY
 -
214
+ 0.1%
$9.16K - $10.6K
207K $12.9M
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
201
+ 0.37%
$8.6K - $9.91K
55.2K $3.44M
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

BUY
 -
201
+ 0.97%
$8.6K - $9.91K
21K $1.31M
Feb 14, 2023 Q4 2022
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
200
New
$8.56K - $9.86K
200 $12.5K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
182
+ 16.98%
$7.79K - $8.98K
1.25K $78.1K
Feb 13, 2023 Q4 2022
M&T Bank Corp

BUY
 -
169
+ 3.07%
$7.23K - $8.34K
5.68K $354K
Feb 07, 2023 Q4 2022
Thoroughbred Financial Services, LLC

BUY
 -
165
+ 1.91%
$7.06K - $8.14K
8.79K $547K
Feb 06, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
157
+ 1.49%
$6.72K - $7.74K
10.7K $667K
Feb 10, 2023 Q4 2022
Fusion Capital, LLC

BUY
 -
148
+ 0.14%
$6.33K - $7.3K
105K $6.54M
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
130
New
$5.56K - $6.41K
130 $8.1K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
125
+ 0.53%
$5.35K - $6.17K
23.6K $1.47M
Feb 21, 2023 Q4 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
102
+ 0.41%
$4.36K - $5.03K
25.1K $1.56M
Feb 14, 2023 Q4 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
98
+ 4.94%
$4.19K - $4.83K
2.08K $130K
Feb 08, 2023 Q4 2022
L.M. Kohn & Company

BUY
 -
96
+ 0.91%
$4.11K - $4.73K
10.7K $666K
Jan 13, 2023 Q4 2022
Ballew Advisors, Inc

BUY
 -
88
+ 0.49%
$3.77K - $4.34K
18K $1.12M
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
86
+ 1.97%
$3.68K - $4.24K
4.46K $278K
Jan 26, 2023 Q4 2022
Accel Wealth Management

BUY
 -
40
+ 0.12%
$1.71K - $1.97K
33.9K $2.11M
Feb 02, 2023 Q4 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
32
+ 0.4%
$1.37K - $1.58K
8.11K $505K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
22
+ 0.15%
$941 - $1.09K
14.6K $912K
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
15
+ 0.3%
$642 - $740
4.95K $308K
Jan 11, 2023 Q4 2022
Cedar Mountain Advisors, LLC

BUY
 -
6
+ 0.4%
$257 - $296
1.5K $93.5K
Jan 13, 2023 Q4 2022
Strategy Asset Managers LLC

BUY
 -
4
+ 0.07%
$171 - $197
5.87K $365K
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
3
+ 0.35%
$128 - $148
854 $53.2K
Oct 10, 2024 Q4 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1
+ 0.83%
$42.8 - $49.3
122 $7.6K
May 30, 2023 Q4 2022
Aspire Private Capital, LLC

SELL
 -
-5
- 33.33%
$214 - $247
10 $623

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