Purchases and Sales Made in Q2 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 Q2 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
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
802K
+ 24.26%
$34.5M - $37.6M
4.11M $249M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
729K
+ 72.23%
$31.4M - $34.2M
1.74M $105M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
377K
+ 116.47%
$16.2M - $17.7M
701K $42.5M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
236K
+ 2.85%
$10.2M - $11.1M
8.52M $516M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
135K
+ 76.73%
$5.79M - $6.32M
310K $18.8M
Jul 20, 2023 Q2 2023
Sky Oak Wealth, LLC

BUY
 -
124K
New
$5.35M - $5.84M
124K $7.54M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
104K
+ 180.38%
$4.47M - $4.88M
162K $9.79M
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
70.4K
New
$3.03M - $3.3M
70.4K $4.27M
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
63.5K
+ 166.72%
$2.73M - $2.98M
102K $6.16M
Jul 20, 2023 Q2 2023
Tkg Advisors, LLC

BUY
 -
62K
New
$2.67M - $2.91M
62K $3.76M
Jul 17, 2023 Q2 2023
Madrona Financial Services, LLC

BUY
 -
41K
+ 19.61%
$1.76M - $1.92M
250K $15.1M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
36.3K
+ 265.47%
$1.56M - $1.7M
50K $3.03M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
35.2K
+ 25.59%
$1.51M - $1.65M
173K $10.5M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
29.8K
+ 22.77%
$1.28M - $1.4M
161K $9.75M
Aug 11, 2023 Q2 2023
Lunt Capital Management, Inc.

Holladay, UT
BUY
 -
22.7K
New
$978K - $1.07M
22.7K $1.38M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
21.3K
New
$918K - $1M
21.3K $1.29M
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
19.3K
+ 74.27%
$829K - $904K
45.2K $2.74M
Aug 09, 2023 Q2 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
17.8K
+ 77.86%
$767K - $837K
40.7K $2.47M
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
17.7K
+ 130.63%
$763K - $832K
31.3K $1.9M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
17.4K
+ 6.32%
$747K - $815K
292K $17.7M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
16.8K
+ 249.9%
$724K - $789K
23.6K $1.43M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
12K
New
$517K - $564K
12K $728K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
11.6K
+ 1664.0%
$501K - $546K
12.3K $748K
Aug 03, 2023 Q2 2023
Spc Financial, Inc.

BUY
 -
11.6K
+ 24.38%
$499K - $544K
59.1K $3.58M
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
9.74K
New
$419K - $457K
9.74K $590K
Jul 25, 2023 Q2 2023
Strid Group, LLC

BUY
 -
6.91K
+ 2.48%
$297K - $324K
285K $17.3M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
6.49K
+ 6.71%
$279K - $304K
103K $6.25M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
5.8K
+ 570.4%
$250K - $272K
6.82K $413K
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
5.77K
New
$248K - $271K
5.77K $350K
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
5.77K
New
$248K - $271K
5.77K $350K
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
5.29K
New
$228K - $248K
5.29K $321K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
5.16K
New
$222K - $242K
5.16K $313K
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
5.12K
New
$220K - $240K
5.12K $310K
Aug 08, 2023 Q2 2023
Concentrum Wealth Management

BUY
 -
4.98K
+ 3.87%
$214K - $233K
134K $8.1M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
4.92K
+ 12.42%
$212K - $231K
44.5K $2.7M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
4.87K
+ 4.73%
$210K - $228K
108K $6.53M
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
4.52K
New
$194K - $212K
4.52K $274K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
4.39K
+ 1.54%
$189K - $206K
290K $17.6M
Jul 13, 2023 Q2 2023
Secure Asset Management, LLC

BUY
 -
4.39K
+ 1.48%
$189K - $206K
302K $18.3M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
4.35K
New
$187K - $204K
4.35K $264K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4.12K
+ 7.44%
$177K - $193K
59.6K $3.61M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
4.09K
+ 8.91%
$176K - $192K
49.9K $3.03M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
3.99K
+ 14.2%
$172K - $187K
32.1K $1.95M
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
3.74K
+ 6.51%
$161K - $175K
61.2K $3.71M
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
3.59K
New
$154K - $168K
3.59K $217K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
3.45K
New
$148K - $162K
3.45K $209K
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
3.32K
+ 10.18%
$143K - $156K
35.9K $2.18M
Jul 25, 2023 Q2 2023
Unionview, LLC

Seattle, WA
BUY
 -
3.27K
+ 4.24%
$141K - $153K
80.4K $4.87M
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
3.09K
+ 16.87%
$133K - $145K
21.4K $1.3M

Track Institutional and Insider Activities on FV

Follow FIRST TRUST DORSEY WRIGHT FOCU and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FV shares.

Notify only if

Insider Trading

Get notified when an First Trust Dorsey Wright Focu insider buys or sells FV shares.

Notify only if

News

Receive news related to FIRST TRUST DORSEY WRIGHT FOCU

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FV