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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.2K- 1.7% |
$173K - $202K
|
186K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.59K- 0.13% |
$194K - $227K
|
2.85M
$163M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.82K- 41.21% |
$206K - $241K
|
5.45K
$312K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-4.07K- 1.75% |
$219K - $256K
|
228K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.2K- 11.92% |
$226K - $265K
|
31K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-4.4K- 4.87% |
$237K - $277K
|
85.9K
$4.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.54K- 15.37% |
$245K - $286K
|
25K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.58K- 2.7% |
$247K - $288K
|
165K
$9.44M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.58K- 25.58% |
$247K - $288K
|
13.3K
$762K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.87K- 27.18% |
$263K - $307K
|
13K
$747K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.92K- 1.34% |
$319K - $373K
|
434K
$24.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.18K- 5.14% |
$333K - $389K
|
114K
$6.52M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-6.69K- 2.37% |
$361K - $422K
|
276K
$15.8M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8.22K- 51.71% |
$443K - $518K
|
7.68K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.36K- 4.69% |
$450K - $527K
|
170K
$9.73M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.5K- 4.87% |
$512K - $598K
|
186K
$10.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.1K- 6.49% |
$596K - $697K
|
159K
$9.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11.4K- 31.23% |
$613K - $717K
|
25K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.8K- 10.77% |
$637K - $745K
|
97.9K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.3K- 1.65% |
$717K - $838K
|
791K
$45.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.7K- 41.82% |
$790K - $924K
|
20.4K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16K- 3.12% |
$863K - $1.01M
|
497K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.4K- 9.65% |
$1.05M - $1.22M
|
182K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.1K- 22.45% |
$1.08M - $1.27M
|
69.4K
$3.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-20.9K- 17.86% |
$1.13M - $1.32M
|
96.2K
$5.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-21K- 11.3% |
$1.13M - $1.33M
|
165K
$9.44M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.4K- 2.9% |
$1.26M - $1.47M
|
784K
$44.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-23.5K- 17.99% |
$1.27M - $1.48M
|
107K
$6.14M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-36.7K- 7.4% |
$1.98M - $2.31M
|
459K
$26.3M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-36.9K- 39.89% |
$1.99M - $2.33M
|
55.6K
$3.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-38.8K- 28.98% |
$2.09M - $2.45M
|
95K
$5.44M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-39.3K- 2.81% |
$2.12M - $2.48M
|
1.36M
$77.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-43.4K- 50.0% |
$2.34M - $2.74M
|
43.4K
$2.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47.5K- 8.43% |
$2.56M - $2.99M
|
516K
$29.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-70K- 2.63% |
$3.77M - $4.41M
|
2.59M
$148M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79.8K- 7.27% |
$4.3M - $5.03M
|
1.02M
$58.2M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80.4KClosed |
$4.33M - $5.07M
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-89.9K- 59.11% |
$4.84M - $5.66M
|
62.2K
$3.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-91.3K- 99.98% |
$4.92M - $5.75M
|
16
$916
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-107K- 21.85% |
$5.78M - $6.75M
|
383K
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-132K- 7.86% |
$7.1M - $8.3M
|
1.54M
$88.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-146K- 61.6% |
$7.87M - $9.2M
|
91K
$5.21M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-179K- 70.61% |
$9.67M - $11.3M
|
74.6K
$4.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-207K- 92.01% |
$11.2M - $13.1M
|
18K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-322K- 93.48% |
$17.4M - $20.3M
|
22.5K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-400K- 98.18% |
$21.6M - $25.2M
|
7.42K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-417K- 6.26% |
$22.5M - $26.3M
|
6.24M
$357M
|