Purchases and Sales Made in Q4 2024 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.99K+ 15.07% |
$287K - $313K
|
38.1K
$2.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4.52K+ 5.07% |
$260K - $284K
|
93.7K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.47K+ 5.89% |
$257K - $281K
|
80.4K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
4.35KNew |
$250K - $273K
|
4.35K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.34K+ 7.06% |
$249K - $272K
|
65.8K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.18K+ 18.94% |
$240K - $263K
|
26.3K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.75KNew |
$216K - $236K
|
3.75K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.75KNew |
$215K - $235K
|
3.75K
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
3.67K+ 3.68% |
$211K - $231K
|
103K
$6.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.54K+ 29.18% |
$204K - $223K
|
15.7K
$943K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.4KNew |
$195K - $214K
|
3.4K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.12K+ 2.93% |
$179K - $196K
|
110K
$6.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.06K+ 82.81% |
$176K - $192K
|
6.76K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.97KNew |
$171K - $187K
|
2.97K
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.93K+ 5.38% |
$168K - $184K
|
57.4K
$3.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.8K+ 15.66% |
$161K - $176K
|
20.7K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.73K+ 22.51% |
$157K - $172K
|
14.9K
$894K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.49K+ 26.84% |
$143K - $156K
|
11.8K
$707K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 82.61% |
$142K - $155K
|
5.47K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.23K+ 1.78% |
$128K - $140K
|
127K
$7.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.13K+ 10.91% |
$123K - $134K
|
21.7K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.12KNew |
$122K - $133K
|
2.12K
$127K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.1K+ 54.75% |
$120K - $132K
|
5.92K
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.09K+ 7.55% |
$120K - $131K
|
29.7K
$1.79M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.86K+ 10.66% |
$107K - $117K
|
19.3K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.76K+ 18.21% |
$101K - $110K
|
11.4K
$686K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.62K+ 0.58% |
$92.9K - $102K
|
283K
$17M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.58K+ 17.8% |
$90.5K - $98.9K
|
10.4K
$627K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.51K+ 5.14% |
$86.6K - $94.7K
|
30.8K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.49K+ 1.66% |
$85.8K - $93.8K
|
91.3K
$5.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.35K+ 20.32% |
$77.6K - $84.9K
|
8K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.31KNew |
$75.5K - $82.5K
|
1.31K
$79K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.24K+ 0.28% |
$71K - $77.6K
|
440K
$26.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.01K+ 0.88% |
$57.8K - $63.2K
|
116K
$6.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
967+ 2.7% |
$55.6K - $60.7K
|
36.8K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
890+ 8.74% |
$51.1K - $55.9K
|
11.1K
$666K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
864New |
$49.7K - $54.3K
|
864
$52K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
835+ 2.91% |
$48K - $52.5K
|
29.6K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
812+ 12.94% |
$46.7K - $51K
|
7.09K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
773+ 5.5% |
$44.4K - $48.6K
|
14.8K
$892K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
743New |
$42.7K - $46.7K
|
743
$44.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
741New |
$42.6K - $46.5K
|
741
$44.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
684+ 31.39% |
$39.3K - $43K
|
2.86K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
614+ 2.27% |
$35.3K - $38.6K
|
27.7K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
600+ 1.73% |
$34.5K - $37.7K
|
35.2K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
591+ 0.45% |
$34K - $37.1K
|
131K
$7.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
526+ 1.47% |
$30.2K - $33K
|
36.4K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
500New |
$28.7K - $31.4K
|
500
$30.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
467+ 1.19% |
$26.8K - $29.3K
|
39.8K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
452New |
$26K - $28.4K
|
452
$27.2K
|