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 $251M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
729K
+ 72.23%
$31.4M - $34.2M
1.74M $106M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
377K
+ 116.47%
$16.2M - $17.7M
701K $42.9M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
236K
+ 2.85%
$10.2M - $11.1M
8.52M $521M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
135K
+ 76.73%
$5.79M - $6.32M
310K $19M
Jul 20, 2023 Q2 2023
Sky Oak Wealth, LLC

BUY
 -
124K
New
$5.35M - $5.84M
124K $7.61M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
104K
+ 180.38%
$4.47M - $4.88M
162K $9.88M
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
70.4K
New
$3.03M - $3.3M
70.4K $4.31M
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
63.5K
+ 166.72%
$2.73M - $2.98M
102K $6.22M
Jul 20, 2023 Q2 2023
Tkg Advisors, LLC

BUY
 -
62K
New
$2.67M - $2.91M
62K $3.79M
Jul 17, 2023 Q2 2023
Madrona Financial Services, LLC

BUY
 -
41K
+ 19.61%
$1.76M - $1.92M
250K $15.3M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
36.3K
+ 265.47%
$1.56M - $1.7M
50K $3.06M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
35.2K
+ 25.59%
$1.51M - $1.65M
173K $10.6M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
29.8K
+ 22.77%
$1.28M - $1.4M
161K $9.84M
Aug 11, 2023 Q2 2023
Lunt Capital Management, Inc.

Holladay, UT
BUY
 -
22.7K
New
$978K - $1.07M
22.7K $1.39M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
21.3K
New
$918K - $1M
21.3K $1.3M
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
19.3K
+ 74.27%
$829K - $904K
45.2K $2.76M
Aug 09, 2023 Q2 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
17.8K
+ 77.86%
$767K - $837K
40.7K $2.49M
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
17.7K
+ 130.63%
$763K - $832K
31.3K $1.92M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
17.4K
+ 6.32%
$747K - $815K
292K $17.9M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
16.8K
+ 249.9%
$724K - $789K
23.6K $1.44M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
12K
New
$517K - $564K
12K $735K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
11.6K
+ 1664.0%
$501K - $546K
12.3K $755K
Aug 03, 2023 Q2 2023
Spc Financial, Inc.

BUY
 -
11.6K
+ 24.38%
$499K - $544K
59.1K $3.62M
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
9.74K
New
$419K - $457K
9.74K $596K
Jul 25, 2023 Q2 2023
Strid Group, LLC

BUY
 -
6.91K
+ 2.48%
$297K - $324K
285K $17.5M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
6.49K
+ 6.71%
$279K - $304K
103K $6.31M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
5.8K
+ 570.4%
$250K - $272K
6.82K $417K
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
5.77K
New
$248K - $271K
5.77K $353K
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
5.77K
New
$248K - $271K
5.77K $353K
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
5.29K
New
$228K - $248K
5.29K $324K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
5.16K
New
$222K - $242K
5.16K $316K
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
5.12K
New
$220K - $240K
5.12K $313K
Aug 08, 2023 Q2 2023
Concentrum Wealth Management

BUY
 -
4.98K
+ 3.87%
$214K - $233K
134K $8.17M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
4.92K
+ 12.42%
$212K - $231K
44.5K $2.72M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
4.87K
+ 4.73%
$210K - $228K
108K $6.6M
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
4.52K
New
$194K - $212K
4.52K $276K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
4.39K
+ 1.54%
$189K - $206K
290K $17.8M
Jul 13, 2023 Q2 2023
Secure Asset Management, LLC

BUY
 -
4.39K
+ 1.48%
$189K - $206K
302K $18.5M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
4.35K
New
$187K - $204K
4.35K $266K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4.12K
+ 7.44%
$177K - $193K
59.6K $3.64M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
4.09K
+ 8.91%
$176K - $192K
49.9K $3.05M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
3.99K
+ 14.2%
$172K - $187K
32.1K $1.96M
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

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

Jacksonville Beach, FL
BUY
 -
3.59K
New
$154K - $168K
3.59K $220K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
3.45K
New
$148K - $162K
3.45K $211K
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
3.32K
+ 10.18%
$143K - $156K
35.9K $2.2M
Jul 25, 2023 Q2 2023
Unionview, LLC

Seattle, WA
BUY
 -
3.27K
+ 4.24%
$141K - $153K
80.4K $4.92M
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
3.09K
+ 16.87%
$133K - $145K
21.4K $1.31M

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