Latest Institutional Transactions on First Tr ETF Vi Dorsey Wright (DVLU)
This table provides information on the latest institutional transactions involving First Tr ETF Vi Dorsey Wright (DVLU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
319KNew |
$7.85M - $9.53M
|
319K
$9.63M
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.03% |
$98.4 - $119
|
14.1K
$425K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 9.49% |
$24.6K - $29.9K
|
9.54K
$288K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.7K- 14.37% |
$90.9K - $110K
|
22K
$665K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.67K- 17.23% |
$127K - $146K
|
22.4K
$677K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.07K- 28.64% |
$111K - $127K
|
10.1K
$306K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.86K+ 1044.89% |
$77.8K - $89.7K
|
3.14K
$94.7K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.89K- 0.89% |
$51.5K - $59.4K
|
212K
$6.39M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07K- 23.79% |
$29.1K - $33.5K
|
3.43K
$103K
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-655- 1.49% |
$17.8K - $20.5K
|
43.3K
$1.31M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-932- 1.87% |
$25.3K - $29.2K
|
48.9K
$1.48M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.55K+ 15.9% |
$96.5K - $111K
|
25.9K
$781K
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-2.71K- 0.83% |
$73.7K - $84.9K
|
323K
$9.76M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-135- 0.88% |
$3.67K - $4.23K
|
15.1K
$457K
|
|
Q4 2024 | |||||||
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.94K- 6.94% |
$84.4K - $96.8K
|
39.4K
$1.19M
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$27.5 - $30.9
|
1
$30.2
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
350New |
$9.63K - $10.8K
|
350
$10.6K
|
|
Q2 2024 | |||||||
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.4KNew |
$1.01M - $1.09M
|
36.4K
$1.1M
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$21.2 - $26.2
|
1
$30.2
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.02K- 21.41% |
$21.5K - $26.6K
|
3.73K
$113K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.66K- 34.58% |
$35.6K - $39.1K
|
3.14K
$94.7K
|
|
Q1 2023 | |||||||
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
68New |
$1.42K - $1.67K
|
68
$2.05K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.06K+ 4.65% |
$22.6K - $27.9K
|
23.8K
$717K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.35KClosed |
$71.7K - $88.6K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16.7KClosed |
$358K - $443K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1KClosed |
$21.4K - $26.5K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-65.8KClosed |
$1.58M - $1.73M
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-141Closed |
$3.31K - $3.62K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-10.5KClosed |
$247K - $270K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-36.9KClosed |
$866K - $946K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-24.9KClosed |
$584K - $638K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.6KClosed |
$883K - $965K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-46.3KClosed |
$1.03M - $1.15M
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.2KClosed |
$603K - $676K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2021 | |||||||
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$885 - $1.2K
|
50
$1.51K
|
|
Q3 2020 | |||||||
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21.4KClosed |
$292K - $335K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-21KClosed |
$230K - $326K
|
0
$0
|
|
Q1 2020 | |||||||
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.7KClosed |
$119K - $255K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27.1KNew |
$484K - $536K
|
27.1K
$817K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-62.6KClosed |
$1.1M - $1.19M
|
0
$0
|
|
Q2 2019 | |||||||
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-500Closed |
$8.68K - $9.36K
|
0
$0
|