Latest Institutional Purchases of First Trust Dorsey Wright Focu (FV)

FV Quotes by TradingView

This list provides information on the latest institutional transactions involving First Trust Dorsey Wright Focu (FV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
500
New
$21.3K - $24.4K
500 $31.3K
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
178
New
$7.6K - $8.68K
178 $11.1K
May 02, 2023 Q1 2023
Amj Financial Wealth Management

Leesburg, VA
BUY
 -
58
+ 1.01%
$2.48K - $2.83K
5.8K $363K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
45
+ 109.76%
$1.92K - $2.19K
86 $5.38K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
3
New
$128 - $146
3 $188
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
1
New
$42.7 - $48.8
1 $62.5
Q4 2022
Feb 10, 2023 Q4 2022
Jackson Wealth Management, LLC

BUY
 -
43.7K
New
$1.87M - $2.15M
43.7K $2.73M
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
31.5K
New
$1.35M - $1.56M
31.5K $1.97M
Feb 06, 2023 Q4 2022
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
19.4K
New
$828K - $955K
19.4K $1.21M
Feb 10, 2023 Q4 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
11.6K
New
$497K - $572K
11.6K $726K
Feb 09, 2023 Q4 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
9.42K
New
$403K - $464K
9.42K $589K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
7.99K
New
$342K - $394K
7.99K $500K
Jan 24, 2023 Q4 2022
Del Sette Capital Management, LLC

BUY
 -
4.85K
New
$207K - $239K
4.85K $303K
Feb 06, 2023 Q4 2022
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
4.6K
New
$197K - $227K
4.6K $288K
Feb 09, 2023 Q4 2022
True Capital Management

San Francisco, CA
BUY
 -
4.35K
New
$186K - $215K
4.35K $272K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
2.47K
New
$106K - $122K
2.47K $155K
Feb 21, 2023 Q4 2022
Boulder Wealth Advisors, LLC

Boulder, CO
BUY
 -
1.73K
New
$73.8K - $85.1K
1.73K $108K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
1.3K
New
$55.8K - $64.3K
1.3K $81.5K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
991
New
$42.4K - $48.9K
991 $62K
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
951
New
$40.7K - $46.9K
951 $59.5K
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
221
New
$9.46K - $10.9K
221 $13.8K
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
130
New
$5.56K - $6.41K
130 $8.13K
Q3 2022
Nov 14, 2022 Q3 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
46.5K
New
$1.86M - $2.25M
46.5K $2.91M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
8.55K
+ 13.08%
$341K - $414K
73.9K $4.62M
Oct 25, 2022 Q3 2022
Financial Planning & Information Services, Inc.

BUY
 -
6.58K
New
$263K - $318K
6.58K $412K
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
5.47K
New
$218K - $265K
5.47K $342K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
1.13K
New
$44.9K - $54.4K
1.13K $70.3K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
600
New
$24K - $29K
600 $37.5K
Nov 14, 2022 Q3 2022
Cnb Bank

Clearfield, PA
BUY
 -
200
New
$7.99K - $9.67K
200 $12.5K
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
2
+ 0.04%
$79.9 - $96.7
5.12K $320K
Q2 2022
Aug 05, 2022 Q2 2022
Absolute Capital Management, LLC

BUY
 -
9.1K
New
$373K - $459K
9.1K $569K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.25K
New
$92.2K - $113K
2.25K $141K
Jul 21, 2022 Q2 2022
Hexagon Capital Partners LLC

BUY
 -
1.22K
New
$50.1K - $61.6K
1.22K $76.4K
Aug 02, 2022 Q2 2022
Cx Institutional

BUY
 -
639
New
$26.2K - $32.2K
639 $40K
Jul 28, 2022 Q2 2022
Gryphon Financial Partners LLC

BUY
 -
200
New
$8.2K - $10.1K
200 $12.5K
Oct 13, 2022 Q2 2022
Axim Planning & Wealth

Dayton, OH
BUY
 -
34
New
$1.39K - $1.71K
34 $2.13K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
32
New
$1.31K - $1.61K
32 $2K
Oct 17, 2024 Q2 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1
+ 0.83%
$41 - $50.4
121 $7.57K
Q1 2022
Jan 19, 2024 Q1 2022
Cedrus LLC

Littleton, CO
BUY
 -
4.85K
New
$218K - $244K
4.85K $303K
Q4 2021
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
962
New
$43.9K - $49.6K
962 $60.2K
Feb 14, 2022 Q4 2021
Operose Advisors LLC

Milwaukee, WI
BUY
 -
734
New
$33.5K - $37.8K
734 $45.9K
Q3 2021
Nov 01, 2021 Q3 2021
Sage Mountain Advisors LLC

BUY
 -
17K
New
$770K - $826K
17K $1.07M
Q2 2021
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
26K
New
$1.15M - $1.24M
26K $1.63M
Jan 09, 2024 Q2 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
317
New
$14K - $15K
317 $19.8K
Q1 2021
May 14, 2021 Q1 2021
Woodward Diversified Capital, LLC

BUY
 -
127K
New
$5.04M - $5.72M
127K $7.92M
Q4 2020
Feb 26, 2021 Q4 2020
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
1.28K
New
$43.1K - $52.1K
1.28K $79.7K
Feb 16, 2021 Q4 2020
Tradition Wealth Management, LLC

BUY
 -
931
New
$31.5K - $38K
931 $58.2K
Jan 29, 2021 Q4 2020
Key F Inancial Inc

BUY
 -
275
New
$9.3K - $11.2K
275 $17.2K
Q3 2020
Nov 13, 2020 Q3 2020
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
12.7K
New
$409K - $470K
12.7K $794K

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