Purchases and Sales Made in Q3 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 Q3 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
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
4.07K
+ 18.28%
$176K - $199K
26.3K $1.61M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
3.79K
+ 3.52%
$164K - $185K
112K $6.81M
Oct 05, 2023 Q3 2023
Qp Wealth Management, LLC

BUY
 -
3.72K
+ 5.71%
$161K - $181K
68.7K $4.19M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
3.68K
+ 42.68%
$159K - $180K
12.3K $750K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
3.5K
+ 8.51%
$152K - $171K
44.7K $2.73M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
3.34K
+ 4.81%
$144K - $163K
72.8K $4.44M
Oct 31, 2023 Q3 2023
Lunt Capital Management, Inc.

Holladay, UT
BUY
 -
2.36K
+ 10.39%
$102K - $115K
25.1K $1.53M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.2K
+ 1.53%
$95K - $107K
146K $8.91M
Oct 31, 2023 Q3 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
2.14K
+ 15.39%
$92.4K - $104K
16K $976K
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
2.13K
+ 18.32%
$92.4K - $104K
13.8K $841K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.84K
+ 907.39%
$79.8K - $89.9K
2.05K $125K
Nov 06, 2023 Q3 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
1.75K
+ 30.59%
$75.7K - $85.3K
7.46K $455K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.69K
+ 15.26%
$73.2K - $82.5K
12.8K $779K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.63K
+ 0.94%
$70.5K - $79.5K
174K $10.6M
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.63K
+ 13.54%
$70.4K - $79.4K
13.6K $832K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
1.6K
+ 30.15%
$69.1K - $77.9K
6.89K $420K
Oct 24, 2023 Q3 2023
Hfg Advisors, Inc.

BUY
 -
1.43K
+ 0.97%
$62K - $69.9K
149K $9.11M
Nov 13, 2023 Q3 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
1.42K
+ 3.48%
$61.4K - $69.2K
42.2K $2.57M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.4K
+ 1.21%
$60.4K - $68.1K
117K $7.11M
Nov 16, 2023 Q3 2023
Twin Lakes Capital Management, LLC

Redwood Shores, CA
BUY
 -
1.29K
New
$56K - $63.1K
1.29K $78.9K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
1.2K
New
$52K - $58.6K
1.2K $73.2K
Nov 02, 2023 Q3 2023
Tkg Advisors, LLC

BUY
 -
1.07K
+ 1.73%
$46.4K - $52.3K
63.1K $3.85M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
1.06K
+ 5028.57%
$45.7K - $51.5K
1.08K $65.7K
Oct 30, 2023 Q3 2023
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
1.04K
+ 8.6%
$44.8K - $50.5K
13.1K $797K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
998
+ 12.05%
$43.2K - $48.7K
9.28K $566K
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
937
+ 1.31%
$40.6K - $45.7K
72.5K $4.42M
Nov 09, 2023 Q3 2023
Waterfront Wealth Inc.

BUY
 -
857
+ 2.66%
$37.1K - $41.8K
33.1K $2.02M
Oct 19, 2023 Q3 2023
Accel Wealth Management

BUY
 -
819
+ 2.28%
$35.5K - $40K
36.8K $2.24M
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
800
+ 7.09%
$34.6K - $39K
12.1K $737K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
676
+ 1.87%
$29.3K - $33K
36.9K $2.25M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
641
+ 4.82%
$27.8K - $31.3K
14K $851K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
474
New
$20.5K - $23.1K
474 $28.9K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
436
+ 0.64%
$18.9K - $21.3K
68.3K $4.17M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
343
New
$14.9K - $16.7K
343 $20.9K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
264
+ 1.27%
$11.4K - $12.9K
21.1K $1.29M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
217
+ 1.58%
$9.4K - $10.6K
14K $853K
Oct 12, 2023 Q3 2023
G&S Capital LLC

BUY
 -
199
+ 0.42%
$8.62K - $9.71K
47.5K $2.9M
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
196
+ 0.63%
$8.49K - $9.57K
31.5K $1.92M
Oct 24, 2023 Q3 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
187
+ 1.68%
$8.1K - $9.13K
11.3K $689K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
178
New
$7.71K - $8.69K
178 $10.9K
Nov 14, 2023 Q3 2023
360 Financial, Inc.

BUY
 -
122
+ 1.13%
$5.28K - $5.95K
10.9K $666K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
103
New
$4.46K - $5.03K
103 $6.28K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
98
+ 0.46%
$4.24K - $4.78K
21.4K $1.31M
Oct 20, 2023 Q3 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
82
+ 1.87%
$3.55K - $4K
4.46K $272K
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
52
+ 0.93%
$2.25K - $2.54K
5.63K $344K
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
6
+ 0.09%
$260 - $293
6.72K $410K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
4
+ 0.08%
$173 - $195
4.93K $301K
Nov 08, 2023 Q3 2023
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
4
+ 0.08%
$173 - $195
4.83K $295K
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

BUY
 -
1
+ 0.02%
$43.3 - $48.8
5.08K $310K

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