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
$22.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
128K+ 2333.34% |
$6.88M - $8.05M
|
133K
$7.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6.03K+ 1.34% |
$325K - $380K
|
456K
$25M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.83K+ 39.25% |
$314K - $368K
|
20.7K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.49K+ 3.53% |
$242K - $283K
|
132K
$7.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.34K+ 108475.0% |
$234K - $273K
|
4.34K
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 5.15% |
$60.2K - $70.3K
|
22.8K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.04K+ 2.01% |
$55.8K - $65.2K
|
52.5K
$2.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
966+ 1.84% |
$52.1K - $60.9K
|
53.4K
$2.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
540+ 3.53% |
$29.1K - $34K
|
15.8K
$867K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
237+ 0.65% |
$12.8K - $14.9K
|
36.9K
$2.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
218+ 0.17% |
$11.8K - $13.7K
|
131K
$7.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
94+ 1.77% |
$5.07K - $5.92K
|
5.41K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
24+ 4.71% |
$1.29K - $1.51K
|
534
$29.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.08% |
$216 - $252
|
4.94K
$271K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.13% |
$108 - $126
|
1.57K
$85.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$108 - $126
|
1.52K
$83.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$53.9 - $63
|
8.28K
$454K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-116- 2.07% |
$6.25K - $7.31K
|
5.5K
$301K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-124- 1.09% |
$6.68K - $7.82K
|
11.3K
$618K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-170- 34.0% |
$9.16K - $10.7K
|
330
$18.1K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-368- 3.32% |
$19.8K - $23.2K
|
10.7K
$586K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-409- 2.13% |
$22K - $25.8K
|
18.8K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-966- 3.94% |
$52.1K - $60.9K
|
23.5K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.13K- 2.47% |
$61K - $71.3K
|
44.6K
$2.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.14K- 7.32% |
$61.6K - $72K
|
14.5K
$793K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.15K- 6.72% |
$62K - $72.5K
|
16K
$875K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 3.31% |
$91.2K - $107K
|
49.3K
$2.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.18K- 5.14% |
$333K - $389K
|
114K
$6.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16K- 3.12% |
$863K - $1.01M
|
497K
$27.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-20.9K- 17.86% |
$1.13M - $1.32M
|
96.2K
$5.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-38.8K- 28.98% |
$2.09M - $2.45M
|
95K
$5.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-89.9K- 59.11% |
$4.84M - $5.66M
|
62.2K
$3.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-400K- 98.18% |
$21.6M - $25.2M
|
7.42K
$407K
|