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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.21K+ 16.6% |
$173K - $202K
|
22.5K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.07K+ 2.54% |
$165K - $193K
|
124K
$7.09M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.92K+ 15.97% |
$158K - $184K
|
21.2K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.7KNew |
$145K - $170K
|
2.7K
$154K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.58K+ 6.47% |
$139K - $162K
|
42.4K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.4K+ 4.19% |
$130K - $152K
|
59.8K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.25K+ 10.34% |
$121K - $142K
|
24K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.18K+ 5.72% |
$117K - $137K
|
40.2K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.09K+ 0.82% |
$112K - $131K
|
258K
$14.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.92K+ 2.89% |
$104K - $121K
|
68.3K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.87K+ 5.09% |
$101K - $118K
|
38.7K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.73K+ 7.03% |
$93.2K - $109K
|
26.3K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.72K+ 39.38% |
$92.5K - $108K
|
6.07K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.48K+ 7.56% |
$79.9K - $93.5K
|
21.1K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
1.26K+ 2.79% |
$67.9K - $79.4K
|
46.3K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
1.2K+ 27.48% |
$64.4K - $75.3K
|
5.54K
$317K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 5.15% |
$60.2K - $70.3K
|
22.8K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.04K+ 2.01% |
$55.8K - $65.2K
|
52.5K
$3M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
966+ 1.84% |
$52.1K - $60.9K
|
53.4K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
941+ 5.95% |
$50.7K - $59.3K
|
16.8K
$959K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
932+ 2.33% |
$50.2K - $58.7K
|
40.9K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
899+ 3.25% |
$48.5K - $56.7K
|
28.6K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
842+ 3.95% |
$45.4K - $53.1K
|
22.2K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
800New |
$43.1K - $50.4K
|
800
$45.8K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
769+ 12.28% |
$41.5K - $48.5K
|
7.03K
$402K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
719+ 0.92% |
$38.8K - $45.3K
|
78.5K
$4.49M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
609+ 82.19% |
$32.8K - $38.4K
|
1.35K
$77.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
540+ 3.53% |
$29.1K - $34K
|
15.8K
$905K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
508+ 4.28% |
$27.4K - $32K
|
12.4K
$708K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
507New |
$27.3K - $32K
|
507
$29K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
484+ 4.82% |
$26.1K - $30.5K
|
10.5K
$603K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
439+ 0.69% |
$23.7K - $27.7K
|
64.3K
$3.68M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
388+ 6.45% |
$20.9K - $24.5K
|
6.4K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
343+ 4.51% |
$18.5K - $21.6K
|
7.95K
$455K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
237+ 0.65% |
$12.8K - $14.9K
|
36.9K
$2.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
218+ 0.17% |
$11.8K - $13.7K
|
131K
$7.49M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
204+ 0.55% |
$11K - $12.9K
|
37.3K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
200New |
$10.8K - $12.6K
|
200
$11.4K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
200+ 2.43% |
$10.8K - $12.6K
|
8.43K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
200New |
$10.8K - $12.6K
|
200
$11.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
200+ 0.91% |
$10.8K - $12.6K
|
22.1K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
167New |
$9K - $10.5K
|
167
$9.56K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
136+ 1.8% |
$7.33K - $8.57K
|
7.7K
$441K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
133New |
$7.17K - $8.38K
|
133
$7.61K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
109+ 0.35% |
$5.88K - $6.87K
|
30.9K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
106+ 18.24% |
$5.71K - $6.68K
|
687
$39.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
94+ 1.77% |
$5.07K - $5.92K
|
5.41K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90New |
$4.85K - $5.67K
|
90
$5.15K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
87+ 1.47% |
$4.69K - $5.48K
|
6.01K
$344K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
76New |
$4.1K - $4.79K
|
76
$4.35K
|