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
Jan 23, 2024 Q4 2023
Unionview, LLC

Seattle, WA
BUY
 -
81
+ 0.1%
$3.34K - $4.24K
82.6K $5.04M
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
75
New
$3.09K - $3.93K
75 $4.58K
Jan 12, 2024 Q4 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
61
+ 0.34%
$2.51K - $3.19K
17.8K $1.09M
Jan 31, 2024 Q4 2023
Strid Group, LLC

BUY
 -
59
+ 0.02%
$2.43K - $3.09K
284K $17.3M
Jan 11, 2024 Q4 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
9
+ 0.05%
$371 - $471
16.6K $1.01M
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

BUY
 -
5
+ 33.33%
$206 - $262
20 $1.22K
Jan 22, 2024 Q4 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
5
+ 0.11%
$206 - $262
4.57K $279K
Jan 23, 2024 Q4 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
4
+ 0.02%
$165 - $209
19.7K $1.2M
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
2
+ 0.1%
$82.4 - $105
2.01K $123K
Jan 19, 2024 Q4 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1
+ 0.02%
$41.2 - $52.3
4.47K $272K
Jan 12, 2024 Q4 2023
Sweet Financial Partners, LLC

BUY
 -
1
+ 0.02%
$41.2 - $52.3
5.58K $340K
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-6
- 0.09%
$247 - $314
6.72K $410K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-10
- 28.57%
$412 - $523
25 $1.53K
Feb 13, 2024 Q4 2023
360 Financial, Inc.

SELL
 -
-22
- 0.2%
$906 - $1.15K
10.9K $664K
Jan 30, 2024 Q4 2023
Bison Wealth, LLC

SELL
 -
-24
- 0.47%
$989 - $1.26K
5.1K $311K
Feb 08, 2024 Q4 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
SELL
 -
-41
- 0.29%
$1.69K - $2.15K
13.9K $851K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-53
- 0.58%
$2.18K - $2.77K
9.02K $550K
Jan 18, 2024 Q4 2023
Ballew Advisors, Inc

SELL
 -
-53
- 0.27%
$2.18K - $2.77K
19.5K $1.19M
Jul 22, 2024 Q4 2023
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-69
- 1.37%
$2.84K - $3.61K
4.96K $302K
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
SELL
 -
-88
- 0.24%
$3.63K - $4.61K
36.8K $2.24M
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

SELL
 -
-103
Closed
$4.24K - $5.39K
0 $0
Feb 12, 2024 Q4 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
SELL
 -
-108
- 1.16%
$4.45K - $5.65K
9.22K $562K
Jan 17, 2024 Q4 2023
Acorn Financial Advisory Services Inc

SELL
 -
-115
- 1.99%
$4.74K - $6.02K
5.66K $345K
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-160
- 0.1%
$6.59K - $8.37K
159K $9.68M
Feb 01, 2024 Q4 2023
Cutter & CO Brokerage, Inc.

SELL
 -
-191
- 1.68%
$7.87K - $10K
11.2K $681K
Feb 26, 2024 Q4 2023
Arq Wealth Advisors, LLC

SELL
 -
-204
- 3.2%
$8.4K - $10.7K
6.17K $376K
Jan 19, 2024 Q4 2023
Signature Securities Group Corporation

SELL
 -
-235
- 3.44%
$9.68K - $12.3K
6.59K $402K
Feb 08, 2024 Q4 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-236
- 1.85%
$9.72K - $12.4K
12.5K $765K
Jan 16, 2024 Q4 2023
Cascade Investment Group, Inc.

Colorado Springs, CO
SELL
 -
-245
- 1.39%
$10.1K - $12.8K
17.4K $1.06M
Feb 13, 2024 Q4 2023
Smith, Moore & Co.

Clayton, MO
SELL
 -
-258
- 0.82%
$10.6K - $13.5K
31.3K $1.91M
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-261
- 7.72%
$10.8K - $13.7K
3.12K $190K
Feb 05, 2024 Q4 2023
Sargent Investment Group, LLC

SELL
 -
-300
- 3.01%
$12.4K - $15.7K
9.67K $590K
Feb 12, 2024 Q4 2023
Wintrust Investments LLC

Chicago, IL
SELL
 -
-350
- 2.34%
$14.4K - $18.3K
14.6K $892K
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
SELL
 -
-391
- 6.17%
$16.1K - $20.5K
5.94K $363K
Mar 15, 2024 Q4 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-402
- 3.26%
$16.6K - $21K
11.9K $727K
Feb 26, 2024 Q4 2023
Centaurus Financial, Inc.

SELL
 -
-431
- 2.47%
$17.8K - $22.6K
17K $1.04M
Feb 14, 2024 Q4 2023
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-521
- 1.38%
$21.5K - $27.3K
37.1K $2.26M
Jan 23, 2024 Q4 2023
Advisory Alpha, LLC

SELL
 -
-562
- 2.79%
$23.2K - $29.4K
19.6K $1.2M
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-645
- 2.43%
$26.6K - $33.8K
25.8K $1.58M
Feb 05, 2024 Q4 2023
Summit Financial, LLC

Parsippany, NJ
SELL
 -
-654
- 6.83%
$26.9K - $34.2K
8.92K $544K
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

SELL
 -
-665
- 9.94%
$27.4K - $34.8K
6.03K $368K
Jan 22, 2024 Q4 2023
Fusion Capital, LLC

SELL
 -
-666
- 0.65%
$27.4K - $34.9K
102K $6.2M
Jan 24, 2024 Q4 2023
Private Trust CO Na

SELL
 -
-681
- 18.78%
$28.1K - $35.6K
2.95K $180K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

SELL
 -
-786
- 3.67%
$32.4K - $41.1K
20.6K $1.26M
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-803
- 8.66%
$33.1K - $42K
8.47K $517K
Jan 09, 2024 Q4 2023
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-810
- 9.22%
$33.4K - $42.4K
7.98K $486K
Feb 06, 2024 Q4 2023
Concentrum Wealth Management

SELL
 -
-813
- 0.57%
$33.5K - $42.6K
141K $8.6M
Feb 09, 2024 Q4 2023
Cottonwood Capital Advisors, LLC

SELL
 -
-828
- 1.48%
$34.1K - $43.3K
55.3K $3.37M
Feb 09, 2024 Q4 2023
Keystone Financial Group

SELL
 -
-965
- 3.83%
$39.8K - $50.5K
24.3K $1.48M

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