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 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-73- 0.1% |
$4.2K - $4.59K
|
76.5K
$4.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-76- 0.24% |
$4.37K - $4.77K
|
31.7K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-88- 1.98% |
$5.06K - $5.53K
|
4.36K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-88- 0.31% |
$5.06K - $5.53K
|
28K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-100- 4.33% |
$5.75K - $6.28K
|
2.21K
$133K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-117- 2.15% |
$6.72K - $7.35K
|
5.32K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-122- 3.16% |
$7.01K - $7.66K
|
3.74K
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-159- 1.9% |
$9.14K - $9.99K
|
8.22K
$495K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-171- 10.6% |
$9.83K - $10.7K
|
1.44K
$86.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-200- 0.89% |
$11.5K - $12.6K
|
22.4K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-209- 4.39% |
$12K - $13.1K
|
4.55K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-235- 4.02% |
$13.5K - $14.8K
|
5.61K
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-251- 16.78% |
$14.4K - $15.8K
|
1.25K
$74.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-252- 5.07% |
$14.5K - $15.8K
|
4.72K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-254- 0.71% |
$14.6K - $16K
|
35.3K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-262- 2.54% |
$15.1K - $16.5K
|
10.1K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-269- 0.36% |
$15.5K - $16.9K
|
75.3K
$4.53M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-295- 10.97% |
$17K - $18.5K
|
2.4K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-299- 1.36% |
$17.2K - $18.8K
|
21.8K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-324- 0.7% |
$18.6K - $20.4K
|
45.8K
$2.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-339- 3.83% |
$19.5K - $21.3K
|
8.51K
$512K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-351- 0.21% |
$20.2K - $22K
|
170K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-356- 2.29% |
$20.5K - $22.4K
|
15.2K
$914K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-357- 1.65% |
$20.5K - $22.4K
|
21.3K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-367- 1.96% |
$21.1K - $23.1K
|
18.4K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-372- 0.55% |
$21.4K - $23.4K
|
66.7K
$4.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-387- 1.98% |
$22.2K - $24.3K
|
19.2K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-395- 8.31% |
$22.7K - $24.8K
|
4.36K
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-400- 9.76% |
$23K - $25.1K
|
3.7K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-428- 2.29% |
$24.6K - $26.9K
|
18.3K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-434- 11.21% |
$24.9K - $27.3K
|
3.44K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-439- 0.17% |
$25.2K - $27.6K
|
255K
$15.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-483- 9.4% |
$27.8K - $30.3K
|
4.66K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-513- 10.09% |
$29.5K - $32.2K
|
4.57K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-540- 6.7% |
$31K - $33.9K
|
7.52K
$452K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-577- 2.39% |
$33.2K - $36.2K
|
23.6K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-607- 3.82% |
$34.9K - $38.1K
|
15.3K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-633- 4.28% |
$36.4K - $39.8K
|
14.1K
$851K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-731- 4.19% |
$42K - $45.9K
|
16.7K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-776- 3.07% |
$44.6K - $48.7K
|
24.5K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-799- 4.57% |
$45.9K - $50.2K
|
16.7K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-830- 6.38% |
$47.7K - $52.1K
|
12.2K
$732K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-837- 8.32% |
$48.1K - $52.6K
|
9.23K
$555K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-845- 5.07% |
$48.6K - $53.1K
|
15.8K
$951K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-882- 3.88% |
$50.7K - $55.4K
|
21.9K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-911- 3.21% |
$52.4K - $57.2K
|
27.5K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-928- 5.14% |
$53.3K - $58.3K
|
17.1K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 7.32% |
$58.2K - $63.6K
|
12.8K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.31K- 3.75% |
$75.2K - $82.2K
|
33.6K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.31K- 23.34% |
$75.5K - $82.5K
|
4.32K
$260K
|