Purchases and Sales Made in Q1 2023 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 Q1 2023. 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
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
642K
+ 16.03%
$27.4M - $31.3M
4.65M $282M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
360K
+ 21.32%
$15.4M - $17.6M
2.05M $124M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
244K
+ 7.96%
$10.4M - $11.9M
3.31M $200M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
229K
+ 15.2%
$9.75M - $11.1M
1.73M $105M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
209K
+ 182.38%
$8.93M - $10.2M
324K $19.6M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
187K
+ 6.2%
$7.99M - $9.13M
3.21M $194M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
174K
+ 58.14%
$7.44M - $8.5M
474K $28.7M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
136K
+ 21.56%
$5.79M - $6.62M
765K $46.3M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
95.8K
+ 5.02%
$4.09M - $4.67M
2.01M $122M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
93.7K
+ 396.71%
$4M - $4.57M
117K $7.11M
Apr 21, 2023 Q1 2023
Atwood & Palmer Inc

BUY
 -
87.6K
+ 34.67%
$3.74M - $4.27M
340K $20.6M
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
60.9K
+ 29.55%
$2.6M - $2.97M
267K $16.2M
May 04, 2023 Q1 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
57.4K
New
$2.45M - $2.8M
57.4K $3.48M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
54.2K
+ 65.12%
$2.31M - $2.64M
137K $8.33M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
54K
+ 14.18%
$2.3M - $2.63M
435K $26.3M
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
45.7K
New
$1.95M - $2.23M
45.7K $2.77M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
38.1K
New
$1.63M - $1.86M
38.1K $2.31M
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
35.5K
+ 355.24%
$1.52M - $1.73M
45.5K $2.76M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
34.3K
+ 250.93%
$1.47M - $1.67M
48K $2.91M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
30.2K
+ 1.73%
$1.29M - $1.47M
1.77M $108M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
27.2K
+ 18.77%
$1.16M - $1.33M
172K $10.4M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
26.9K
+ 25.85%
$1.15M - $1.31M
131K $7.94M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
26.2K
New
$1.12M - $1.28M
26.2K $1.59M
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
22.9K
New
$978K - $1.12M
22.9K $1.39M
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
22.9K
+ 48.02%
$977K - $1.12M
70.5K $4.27M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
21.3K
+ 83.23%
$910K - $1.04M
46.9K $2.84M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
18.9K
+ 1.75%
$806K - $921K
1.1M $66.4M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
18.9K
+ 19.49%
$806K - $921K
116K $7.01M
Apr 10, 2023 Q1 2023
Onyx Bridge Wealth Group LLC

BUY
 -
18.1K
+ 71.04%
$773K - $883K
43.6K $2.64M
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
17.1K
+ 192.63%
$729K - $833K
25.9K $1.57M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
16.4K
+ 28.39%
$698K - $798K
74K $4.48M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
16.2K
+ 67.2%
$692K - $791K
40.4K $2.44M
Apr 13, 2023 Q1 2023
Secure Asset Management, LLC

BUY
 -
14.3K
+ 5.06%
$611K - $699K
297K $18M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
13.5K
New
$574K - $656K
13.5K $815K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
13K
+ 30.5%
$553K - $632K
55.4K $3.36M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
11.4K
New
$487K - $557K
11.4K $691K
May 15, 2023 Q1 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
11.3K
New
$481K - $550K
11.3K $683K
May 02, 2023 Q1 2023
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
11K
New
$470K - $537K
11K $668K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
11K
+ 178.26%
$469K - $536K
17.2K $1.04M
May 03, 2023 Q1 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
10.6K
+ 687.21%
$452K - $516K
12.1K $735K
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
10.2K
New
$435K - $497K
10.2K $618K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.73K
+ 7.38%
$415K - $474K
142K $8.58M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
9.22K
+ 3.33%
$393K - $449K
286K $17.3M
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
8.64K
+ 6.09%
$369K - $421K
150K $9.11M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
8.26K
+ 82.29%
$352K - $403K
18.3K $1.11M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
8.18K
+ 1.9%
$349K - $399K
438K $26.6M
Apr 27, 2023 Q1 2023
Professional Financial Advisors, LLC

BUY
 -
8.14K
New
$347K - $397K
8.14K $493K
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
7.9K
New
$337K - $385K
7.9K $479K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
7.74K
New
$330K - $377K
7.74K $469K

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