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 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-409- 2.13% |
$22K - $25.8K
|
18.8K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-469- 1.69% |
$25.3K - $29.6K
|
27.2K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-485- 5.71% |
$26.1K - $30.6K
|
8.01K
$458K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-499- 11.36% |
$26.9K - $31.5K
|
3.89K
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-499- 2.79% |
$26.9K - $31.5K
|
17.4K
$996K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-500- 2.74% |
$27K - $31.5K
|
17.7K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-500- 8.65% |
$27K - $31.5K
|
5.28K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-535- 3.78% |
$28.8K - $33.7K
|
13.6K
$779K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-548- 22.29% |
$29.5K - $34.5K
|
1.91K
$109K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-553- 4.51% |
$29.8K - $34.9K
|
11.7K
$669K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-571- 1.92% |
$30.8K - $36K
|
29.1K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-588- 7.35% |
$31.7K - $37.1K
|
7.41K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-599- 3.16% |
$32.3K - $37.8K
|
18.4K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-618- 3.21% |
$33.3K - $39K
|
18.7K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-657- 3.58% |
$35.4K - $41.4K
|
17.7K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-708- 2.21% |
$38.2K - $44.6K
|
31.3K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-710- 12.67% |
$38.3K - $44.8K
|
4.9K
$280K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-731- 30.52% |
$39.4K - $46.1K
|
1.66K
$95.2K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-750- 9.12% |
$40.4K - $47.3K
|
7.47K
$428K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-751- 2.12% |
$40.5K - $47.3K
|
34.6K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-752- 2.67% |
$40.5K - $47.4K
|
27.4K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-781- 3.31% |
$42.1K - $49.2K
|
22.8K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-788- 5.31% |
$42.5K - $49.7K
|
14K
$804K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-900- 69.23% |
$48.5K - $56.7K
|
400
$22.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-916- 3.27% |
$49.4K - $57.7K
|
27.1K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-918- 3.34% |
$49.5K - $57.9K
|
26.6K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-966- 3.94% |
$52.1K - $60.9K
|
23.5K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.03K- 0.71% |
$55.7K - $65.1K
|
144K
$8.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.08K- 8.9% |
$58.4K - $68.3K
|
11.1K
$635K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.13K- 2.47% |
$61K - $71.3K
|
44.6K
$2.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.14K- 7.32% |
$61.6K - $72K
|
14.5K
$829K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.15K- 13.2% |
$62K - $72.5K
|
7.56K
$433K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.15K- 6.72% |
$62K - $72.5K
|
16K
$914K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 3.04% |
$63.3K - $74.1K
|
37.5K
$2.15M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.26K- 6.07% |
$67.7K - $79.1K
|
19.4K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.28K- 12.25% |
$68.8K - $80.5K
|
9.15K
$523K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.3K- 8.06% |
$70.1K - $82K
|
14.8K
$850K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.37K- 8.7% |
$73.6K - $86K
|
14.3K
$819K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.47K- 8.78% |
$79.1K - $92.5K
|
15.2K
$873K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 3.31% |
$91.2K - $107K
|
49.3K
$2.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.71K- 6.81% |
$92.2K - $108K
|
23.4K
$1.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-1.87K- 3.92% |
$101K - $118K
|
45.8K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.91K- 1.45% |
$103K - $120K
|
130K
$7.45M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.94K- 4.39% |
$104K - $122K
|
42.2K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.08K- 7.94% |
$112K - $131K
|
24.2K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.31K- 12.98% |
$125K - $146K
|
15.5K
$888K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.67K- 2.33% |
$144K - $169K
|
112K
$6.42M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.7K- 24.38% |
$145K - $170K
|
8.36K
$478K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.06K- 45.3% |
$165K - $193K
|
3.7K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.09K- 11.18% |
$167K - $195K
|
24.5K
$1.4M
|