Purchases and Sales Made in Q1 2025 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
400K+ 5386.0% |
$21.6M - $25.2M
|
407K
$23.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
324K+ 1567.23% |
$17.5M - $20.4M
|
345K
$19.7M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
218K+ 616.0% |
$11.8M - $13.8M
|
254K
$14.5M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
163KNew |
$8.81M - $10.3M
|
163K
$9.35M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
160KNew |
$8.65M - $10.1M
|
160K
$9.18M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
144K+ 154.48% |
$7.76M - $9.07M
|
237K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
128K+ 2333.34% |
$6.88M - $8.05M
|
133K
$7.62M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
105K+ 10.34% |
$5.67M - $6.63M
|
1.12M
$64.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
43K+ 97.85% |
$2.32M - $2.71M
|
86.9K
$4.97M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
42.8KNew |
$2.31M - $2.7M
|
42.8K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.2K+ 10.19% |
$2.22M - $2.6M
|
446K
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.9K+ 123.1% |
$2.1M - $2.45M
|
70.5K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.5KNew |
$1.54M - $1.8M
|
28.5K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
23.8KNew |
$1.28M - $1.5M
|
23.8K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.6K+ 6.51% |
$1.27M - $1.49M
|
386K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
21.2K+ 85.18% |
$1.14M - $1.33M
|
46K
$2.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
16KNew |
$861K - $1.01M
|
16K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
15.6KNew |
$840K - $983K
|
15.6K
$892K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.7K+ 22.35% |
$793K - $927K
|
80.5K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13K+ 0.32% |
$700K - $819K
|
4.11M
$235M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
11.5K+ 3.84% |
$617K - $722K
|
310K
$17.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
11.3KNew |
$610K - $713K
|
11.3K
$648K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.3K+ 195.71% |
$608K - $711K
|
17K
$975K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.65K+ 97.76% |
$520K - $608K
|
19.5K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.24K+ 6.68% |
$498K - $582K
|
148K
$8.45M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.2K+ 82.14% |
$496K - $580K
|
20.4K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.94K+ 96.92% |
$482K - $564K
|
18.2K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.47KNew |
$457K - $534K
|
8.47K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.04KNew |
$433K - $507K
|
8.04K
$460K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.7KNew |
$415K - $485K
|
7.7K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.62K+ 1.34% |
$411K - $481K
|
575K
$32.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.36K+ 32.97% |
$397K - $464K
|
29.7K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.17K+ 2.03% |
$387K - $452K
|
361K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
6.87K+ 33.15% |
$370K - $433K
|
27.6K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.59K+ 4.14% |
$355K - $415K
|
166K
$9.47M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
6.44K+ 5.56% |
$347K - $406K
|
122K
$7M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.38K+ 7.25% |
$344K - $402K
|
94.4K
$5.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6.03K+ 1.34% |
$325K - $380K
|
456K
$26.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6K+ 1.15% |
$324K - $378K
|
530K
$30.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.83K+ 39.25% |
$314K - $368K
|
20.7K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.29KNew |
$285K - $333K
|
5.29K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
5.06K+ 4.88% |
$273K - $319K
|
109K
$6.21M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.9K+ 171.22% |
$264K - $309K
|
7.77K
$444K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.68KNew |
$252K - $295K
|
4.68K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.49K+ 3.53% |
$242K - $283K
|
132K
$7.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.34K+ 108475.0% |
$234K - $273K
|
4.34K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
4.11K+ 2.58% |
$222K - $259K
|
163K
$9.35M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.05KNew |
$218K - $255K
|
4.05K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.59K+ 13.14% |
$194K - $226K
|
30.9K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.57K+ 3.09% |
$193K - $225K
|
119K
$6.83M
|