Purchases and Sales Made in Q3 2022 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 2022. 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 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
5.47K
New
$218K - $265K
5.47K $341K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
5.44K
+ 47.08%
$217K - $263K
17K $1.06M
Jan 04, 2023 Q3 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
5.35K
New
$214K - $259K
5.35K $333K
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
4.37K
New
$175K - $212K
4.37K $273K
Oct 17, 2022 Q3 2022
Hfg Advisors, Inc.

BUY
 -
3.91K
+ 2.81%
$156K - $189K
143K $8.93M
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
3.55K
+ 2.25%
$142K - $172K
161K $10.1M
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
3.35K
+ 3.63%
$134K - $162K
95.5K $5.96M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
3.17K
+ 2.39%
$127K - $153K
136K $8.49M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.16K
+ 2.35%
$126K - $153K
138K $8.59M
Oct 14, 2022 Q3 2022
Madrona Financial Services, LLC

BUY
 -
2.94K
+ 1.44%
$118K - $142K
207K $12.9M
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
2.69K
+ 3.35%
$107K - $130K
83K $5.17M
Nov 08, 2022 Q3 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
2.57K
New
$103K - $124K
2.57K $160K
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.51K
+ 4.86%
$100K - $122K
54.2K $3.38M
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
2.51K
+ 14.76%
$100K - $122K
19.5K $1.22M
Nov 14, 2022 Q3 2022
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
2.25K
+ 375.0%
$89.8K - $109K
2.85K $178K
Nov 14, 2022 Q3 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
2.06K
+ 7.14%
$82.1K - $99.4K
30.8K $1.92M
Oct 19, 2022 Q3 2022
L.M. Kohn & Company

BUY
 -
2K
+ 23.26%
$79.9K - $96.7K
10.6K $661K
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

BUY
 -
1.94K
+ 10.29%
$77.4K - $93.7K
20.8K $1.3M
Nov 14, 2022 Q3 2022
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
1.86K
+ 1.69%
$74.3K - $90.1K
112K $6.98M
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
1.82K
+ 4.27%
$72.6K - $88K
44.4K $2.77M
Nov 10, 2022 Q3 2022
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
1.68K
+ 4.71%
$66.9K - $81.1K
37.2K $2.32M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
1.65K
New
$65.9K - $79.8K
1.65K $103K
Nov 01, 2022 Q3 2022
Waterfront Wealth Inc.

BUY
 -
1.62K
+ 5.67%
$64.7K - $78.4K
30.2K $1.88M
Nov 14, 2022 Q3 2022
Unionview, LLC

Seattle, WA
BUY
 -
1.61K
+ 7.2%
$64.1K - $77.7K
23.9K $1.49M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.57K
+ 4.09%
$62.7K - $75.9K
39.9K $2.49M
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.56K
New
$62.2K - $75.3K
1.56K $97.1K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
1.32K
+ 80.26%
$52.6K - $63.7K
2.96K $184K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
1.13K
New
$44.9K - $54.4K
1.13K $70.2K
Nov 14, 2022 Q3 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
826
+ 13.58%
$33K - $40K
6.91K $431K
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
779
+ 2.17%
$31.1K - $37.7K
36.6K $2.28M
Oct 12, 2022 Q3 2022
Qp Wealth Management, LLC

BUY
 -
745
+ 0.97%
$29.7K - $36K
77.7K $4.84M
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
600
New
$24K - $29K
600 $37.4K
Oct 20, 2022 Q3 2022
First Heartland Consultants, Inc.

BUY
 -
330
+ 0.58%
$13.2K - $16K
57.2K $3.57M
Nov 14, 2022 Q3 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
230
+ 1.12%
$9.18K - $11.1K
20.8K $1.3M
Nov 14, 2022 Q3 2022
Cnb Bank

Clearfield, PA
BUY
 -
200
New
$7.99K - $9.67K
200 $12.5K
Oct 10, 2024 Q3 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
121
New
$4.83K - $5.85K
121 $7.55K
Oct 18, 2022 Q3 2022
Wmg Financial Advisors, LLC

BUY
 -
115
+ 2.09%
$4.59K - $5.56K
5.62K $350K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
97
+ 9.78%
$3.87K - $4.69K
1.09K $67.9K
Nov 10, 2022 Q3 2022
Keystone Financial Group

BUY
 -
87
+ 0.17%
$3.47K - $4.21K
51.3K $3.2M
Oct 14, 2022 Q3 2022
Gradient Investments LLC

BUY
 -
68
+ 6.77%
$2.72K - $3.29K
1.07K $66.9K
Jan 03, 2023 Q3 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
65
+ 0.41%
$2.6K - $3.14K
15.8K $988K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
49
+ 0.28%
$1.96K - $2.37K
17.7K $1.1M
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
41
+ 91.11%
$1.64K - $1.98K
86 $5.36K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
16
+ 0.11%
$639 - $774
14.6K $912K
Nov 14, 2022 Q3 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
13
+ 0.06%
$519 - $629
22.1K $1.38M
Nov 03, 2022 Q3 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
10
+ 0.11%
$399 - $484
9.19K $573K
Nov 09, 2022 Q3 2022
Professional Financial Advisors, LLC

BUY
 -
8
+ 0.23%
$319 - $387
3.47K $216K
Oct 11, 2022 Q3 2022
Cedar Mountain Advisors, LLC

BUY
 -
6
+ 0.4%
$240 - $290
1.5K $93.3K
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
6
+ 0.01%
$240 - $290
55K $3.43M

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