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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.34K- 6.48% |
$76.7K - $83.9K
|
19.3K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.48K- 14.56% |
$85.3K - $93.2K
|
8.71K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.49K- 10.84% |
$85.6K - $93.6K
|
12.3K
$737K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.5K- 20.66% |
$86.3K - $94.3K
|
5.76K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.5K- 3.63% |
$86.4K - $94.4K
|
39.9K
$2.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.59K- 2.93% |
$91.1K - $99.6K
|
52.5K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
SELL
|
- |
-1.64K- 0.7% |
$94.4K - $103K
|
232K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.65K- 22.74% |
$94.9K - $104K
|
5.61K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 3.24% |
$98.3K - $107K
|
51K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.75K- 59.86% |
$101K - $110K
|
1.18K
$70.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.79K- 0.31% |
$103K - $112K
|
567K
$34.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.79K- 3.94% |
$103K - $112K
|
43.6K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.9K- 8.82% |
$109K - $119K
|
19.6K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.05K- 5.31% |
$118K - $129K
|
36.6K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.1K- 4.55% |
$121K - $132K
|
44.1K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.19K- 13.36% |
$126K - $138K
|
14.2K
$855K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.35K- 0.58% |
$135K - $148K
|
404K
$24.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.38K- 7.91% |
$137K - $149K
|
27.7K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.38K- 21.95% |
$137K - $149K
|
8.46K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.46K- 6.56% |
$141K - $154K
|
35K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.51K- 2.14% |
$144K - $158K
|
115K
$6.91M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.61K- 1.36% |
$150K - $164K
|
189K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.8K- 6.87% |
$161K - $176K
|
38K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.83K- 20.41% |
$163K - $178K
|
11.1K
$665K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.34K- 17.63% |
$192K - $210K
|
15.6K
$939K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.49K- 2.6% |
$201K - $219K
|
131K
$7.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.2K- 35.71% |
$242K - $264K
|
7.57K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.21K- 8.74% |
$242K - $264K
|
43.9K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.24K- 0.85% |
$244K - $266K
|
496K
$29.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.37K- 99.91% |
$251K - $275K
|
4
$241
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-4.76K- 1.05% |
$273K - $299K
|
450K
$27M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.84K- 3.49% |
$278K - $304K
|
134K
$8.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.85K- 21.28% |
$278K - $304K
|
17.9K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.08K- 4.04% |
$292K - $319K
|
121K
$7.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-5.17K- 23.97% |
$297K - $325K
|
16.4K
$986K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5.46K- 12.37% |
$314K - $343K
|
38.7K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.79K- 6.01% |
$333K - $364K
|
90.5K
$5.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.65K- 3.78% |
$382K - $418K
|
170K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-7.47K- 4.68% |
$429K - $469K
|
152K
$9.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.65K- 70.52% |
$497K - $544K
|
3.62K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.82K- 33.11% |
$507K - $554K
|
17.8K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.8K- 1.15% |
$735K - $804K
|
1.1M
$66M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-15.9K- 11.94% |
$913K - $998K
|
117K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18K- 36.35% |
$1.04M - $1.13M
|
31.6K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-20.1K- 85.26% |
$1.15M - $1.26M
|
3.47K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-21.5K- 4.2% |
$1.24M - $1.35M
|
490K
$29.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.4K- 6.07% |
$1.35M - $1.47M
|
362K
$21.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-29.7K- 11.66% |
$1.71M - $1.87M
|
225K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-40.1K- 16.64% |
$2.3M - $2.52M
|
201K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43.8K- 1.06% |
$2.52M - $2.75M
|
4.09M
$246M
|