Purchases and Sales Made in Q4 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 Q4 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
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.92K
+ 95.34%
$120K - $153K
5.99K $365K
Feb 13, 2024 Q4 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
2.76K
+ 40.1%
$114K - $145K
9.65K $588K
Feb 07, 2024 Q4 2023
Northwest Financial Advisors

Herndon, VA
BUY
 -
2.34K
New
$96.6K - $123K
2.34K $143K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
2.14K
New
$88.3K - $112K
2.14K $131K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
2.14K
New
$88.2K - $112K
2.14K $131K
Feb 14, 2024 Q4 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2.12K
+ 17.04%
$87.4K - $111K
14.6K $889K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
1.92K
New
$79K - $100K
1.92K $117K
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

BUY
 -
1.79K
+ 2.46%
$73.8K - $93.8K
74.6K $4.55M
Feb 01, 2024 Q4 2023
Gamma Investing LLC

Foster City, CA
BUY
 -
1.78K
New
$73.2K - $93K
1.78K $108K
Feb 07, 2024 Q4 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
1.68K
+ 3.48%
$69.2K - $87.9K
49.9K $3.05M
Feb 14, 2024 Q4 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.32K
+ 17.1%
$54.3K - $69K
9.02K $550K
Jan 12, 2024 Q4 2023
Hfg Advisors, Inc.

BUY
 -
1.29K
+ 0.87%
$53.2K - $67.6K
151K $9.19M
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
1.28K
+ 1.45%
$52.7K - $66.9K
89.7K $5.47M
Feb 07, 2024 Q4 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
1.19K
+ 13.85%
$49.2K - $62.5K
9.81K $599K
Feb 08, 2024 Q4 2023
Meridian Wealth Management, LLC

BUY
 -
1.16K
+ 1.81%
$47.7K - $60.6K
65.1K $3.97M
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

BUY
 -
1.07K
+ 2.38%
$44K - $55.9K
45.9K $2.8M
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
988
+ 5.31%
$40.7K - $51.7K
19.6K $1.2M
Jan 23, 2024 Q4 2023
Davenport & CO LLC

BUY
 -
970
+ 10.24%
$40K - $50.8K
10.4K $637K
Feb 07, 2024 Q4 2023
Partnership Wealth Management, LLC

Towson, MD
BUY
 -
950
New
$39.1K - $49.7K
950 $58K
Feb 09, 2024 Q4 2023
L.M. Kohn & Company

BUY
 -
900
+ 7.01%
$37.1K - $47.1K
13.7K $838K
Feb 06, 2024 Q4 2023
M&T Bank Corp

BUY
 -
866
+ 15.38%
$35.7K - $45.3K
6.5K $396K
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
859
+ 2.37%
$35.4K - $45K
37K $2.26M
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
786
New
$32.4K - $41.1K
786 $47.9K
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
781
+ 38.19%
$32.2K - $40.9K
2.83K $172K
Feb 08, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
775
New
$31.9K - $40.6K
775 $47.3K
Feb 01, 2024 Q4 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
712
+ 6.31%
$29.3K - $37.3K
12K $732K
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
706
New
$29.1K - $37K
706 $43.1K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
BUY
 -
672
+ 26.85%
$27.7K - $35.2K
3.18K $194K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
670
New
$27.6K - $35.1K
670 $40.9K
Jan 18, 2024 Q4 2023
Accel Wealth Management

BUY
 -
549
+ 1.49%
$22.6K - $28.7K
37.3K $2.28M
Jan 31, 2024 Q4 2023
Waterfront Wealth Inc.

BUY
 -
549
+ 1.66%
$22.6K - $28.7K
33.7K $2.05M
Feb 13, 2024 Q4 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
460
+ 2.56%
$19K - $24.1K
18.4K $1.12M
Jan 02, 2024 Q4 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
405
New
$16.7K - $21.2K
405 $24.7K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
379
+ 1.2%
$15.6K - $19.8K
32K $1.95M
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
378
+ 5.4%
$15.6K - $19.8K
7.38K $450K
Feb 13, 2024 Q4 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
282
+ 1.08%
$11.6K - $14.8K
26.4K $1.61M
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
252
+ 2.1%
$10.4K - $13.2K
12.3K $749K
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

BUY
 -
219
+ 0.49%
$9.02K - $11.5K
44.9K $2.74M
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
210
New
$8.65K - $11K
210 $12.8K
Feb 05, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
200
New
$8.24K - $10.5K
200 $12.2K
Jan 19, 2024 Q4 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
195
+ 1.22%
$8.03K - $10.2K
16.2K $988K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
192
+ 1.81%
$7.91K - $10K
10.8K $660K
Feb 07, 2024 Q4 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
176
New
$7.25K - $9.21K
176 $10.7K
Jan 19, 2024 Q4 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
130
+ 55.32%
$5.36K - $6.8K
365 $22.3K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
125
+ 0.64%
$5.15K - $6.54K
19.6K $1.2M
Jan 23, 2024 Q4 2023
Clear Creek Financial Management, LLC

BUY
 -
121
+ 0.74%
$4.99K - $6.33K
16.4K $999K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
116
+ 0.5%
$4.78K - $6.07K
23.5K $1.44M
Feb 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
99
+ 2.08%
$4.08K - $5.18K
4.86K $296K
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
97
+ 0.7%
$4K - $5.08K
14K $857K

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