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
Apr 20, 2023 Q1 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
383
+ 1.79%
$16.3K - $18.7K
21.8K $1.32M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
381
New
$16.3K - $18.6K
381 $23.1K
Apr 21, 2023 Q1 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
360
+ 4.35%
$15.4K - $17.6K
8.64K $523K
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
341
+ 1364.0%
$14.6K - $16.6K
366 $22.2K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
316
+ 0.96%
$13.5K - $15.4K
33.3K $2.02M
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
284
+ 0.56%
$12.1K - $13.9K
50.8K $3.08M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
238
+ 1.35%
$10.2K - $11.6K
17.8K $1.08M
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
202
+ 0.3%
$8.62K - $9.85K
66.8K $4.05M
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
178
New
$7.6K - $8.68K
178 $10.8K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
151
+ 0.77%
$6.44K - $7.36K
19.8K $1.2M
Apr 20, 2023 Q1 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
100
+ 0.12%
$4.27K - $4.88K
83.4K $5.05M
May 02, 2023 Q1 2023
Amj Financial Wealth Management

Leesburg, VA
BUY
 -
58
+ 1.01%
$2.48K - $2.83K
5.8K $351K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
55
New
$2.35K - $2.68K
55 $3.33K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
52
+ 247.62%
$2.22K - $2.54K
73 $4.42K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
45
+ 109.76%
$1.92K - $2.19K
86 $5.21K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
33
+ 0.67%
$1.41K - $1.61K
4.97K $301K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
20
+ 0.12%
$854 - $975
17.1K $1.04M
May 09, 2023 Q1 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
20
+ 0.32%
$854 - $975
6.26K $379K
Apr 28, 2023 Q1 2023
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
17
+ 0.35%
$726 - $829
4.82K $292K
Apr 21, 2023 Q1 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
15
+ 0.33%
$640 - $732
4.56K $276K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
14
+ 0.1%
$598 - $683
14.7K $888K
Apr 11, 2023 Q1 2023
Cedar Mountain Advisors, LLC

BUY
 -
7
+ 0.47%
$299 - $341
1.51K $91.4K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
6
+ 0.06%
$256 - $293
10.2K $619K
May 03, 2023 Q1 2023
Aspire Private Capital, LLC

BUY
 -
5
+ 50.0%
$213 - $244
15 $909
May 30, 2023 Q1 2023
Aspire Private Capital, LLC

BUY
 -
5
+ 50.0%
$213 - $244
15 $909
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
4
+ 0.09%
$171 - $195
4.46K $270K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
4
+ 0.47%
$171 - $195
858 $52K
May 02, 2023 Q1 2023
Strategy Asset Managers LLC

BUY
 -
4
+ 0.07%
$171 - $195
5.87K $356K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
3
New
$128 - $146
3 $182
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
2
+ 0.03%
$85.4 - $97.5
6.69K $405K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
1
+ 0.01%
$42.7 - $48.8
7.77K $471K
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
1
New
$42.7 - $48.8
1 $60.6
May 17, 2023 Q1 2023
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-45
- 2.81%
$1.92K - $2.19K
1.56K $94.3K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-50
- 1.81%
$2.13K - $2.44K
2.72K $165K
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-82
- 0.9%
$3.5K - $4K
9.07K $549K
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
SELL
 -
-85
- 1.62%
$3.63K - $4.15K
5.18K $314K
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-98
- 4.7%
$4.18K - $4.78K
1.99K $120K
May 11, 2023 Q1 2023
M&T Bank Corp

SELL
 -
-100
- 1.76%
$4.27K - $4.88K
5.58K $338K
May 08, 2023 Q1 2023
Brown Advisory Inc

SELL
 -
-100
- 0.29%
$4.27K - $4.88K
34.9K $2.12M
Apr 18, 2023 Q1 2023
Wmg Financial Advisors, LLC

SELL
 -
-108
- 1.96%
$4.61K - $5.27K
5.41K $328K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-136
- 1.99%
$5.8K - $6.63K
6.71K $406K
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

SELL
 -
-161
- 2.58%
$6.87K - $7.85K
6.08K $368K
May 05, 2023 Q1 2023
Cottonwood Capital Advisors, LLC

SELL
 -
-177
- 0.3%
$7.55K - $8.63K
58.1K $3.52M
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
SELL
 -
-180
- 0.99%
$7.68K - $8.78K
17.9K $1.09M
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
SELL
 -
-194
- 0.27%
$8.28K - $9.46K
71.5K $4.33M
May 01, 2023 Q1 2023
Lincoln National Corp

SELL
 -
-203
- 1.06%
$8.66K - $9.9K
19K $1.15M
Apr 14, 2023 Q1 2023
Cascade Investment Group, Inc.

Colorado Springs, CO
SELL
 -
-240
- 1.31%
$10.2K - $11.7K
18.1K $1.1M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
SELL
 -
-252
- 0.68%
$10.8K - $12.3K
36.6K $2.22M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-329
- 1.3%
$14K - $16K
24.9K $1.51M

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