Latest Institutional Transactions on First Trust Dorsey Wright Focu (FV)
This table provides information on the latest institutional transactions involving First Trust Dorsey Wright Focu (FV) 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.15K- 13.2% |
$62K - $72.5K
|
7.56K
$403K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$377 - $441
|
3.76K
$200K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4- 0.02% |
$216 - $252
|
17K
$909K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
160KNew |
$8.65M - $10.1M
|
160K
$8.56M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.67K- 2.33% |
$144K - $169K
|
112K
$5.99M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
609+ 82.19% |
$32.8K - $38.4K
|
1.35K
$72K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4+ 0.08% |
$216 - $252
|
4.84K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3+ 0.08% |
$162 - $189
|
3.74K
$199K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-361- 2.2% |
$19.5K - $22.8K
|
16K
$856K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-6.69K- 2.37% |
$361K - $422K
|
276K
$14.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.24K+ 6.68% |
$498K - $582K
|
148K
$7.88M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
719+ 0.92% |
$38.8K - $45.3K
|
78.5K
$4.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-4.4K- 4.87% |
$237K - $277K
|
85.9K
$4.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.1K- 6.49% |
$596K - $697K
|
159K
$8.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
508+ 4.28% |
$27.4K - $32K
|
12.4K
$660K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.3K+ 195.71% |
$608K - $711K
|
17K
$910K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-91.3K- 99.98% |
$4.92M - $5.75M
|
16
$854
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-499- 2.79% |
$26.9K - $31.5K
|
17.4K
$929K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
23.8KNew |
$1.28M - $1.5M
|
23.8K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.62K+ 1.34% |
$411K - $481K
|
575K
$30.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-316- 2.22% |
$17K - $19.9K
|
13.9K
$742K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-23.5K- 17.99% |
$1.27M - $1.48M
|
107K
$5.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
800New |
$43.1K - $50.4K
|
800
$42.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-571- 1.92% |
$30.8K - $36K
|
29.1K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.17K+ 2.03% |
$387K - $452K
|
361K
$19.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.92K+ 2.89% |
$104K - $121K
|
68.3K
$3.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
16+ 0.11% |
$863 - $1.01K
|
14.7K
$785K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
11.3KNew |
$610K - $713K
|
11.3K
$604K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
200+ 0.91% |
$10.8K - $12.6K
|
22.1K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
842+ 3.95% |
$45.4K - $53.1K
|
22.2K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-176- 2.7% |
$9.49K - $11.1K
|
6.35K
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.92K- 1.34% |
$319K - $373K
|
434K
$23.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
439+ 0.69% |
$23.7K - $27.7K
|
64.3K
$3.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-107- 5.92% |
$5.77K - $6.74K
|
1.7K
$90.8K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
76New |
$4.1K - $4.79K
|
76
$4.06K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.7K- 41.82% |
$790K - $924K
|
20.4K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-322K- 93.48% |
$17.4M - $20.3M
|
22.5K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.58K+ 6.47% |
$139K - $162K
|
42.4K
$2.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-4.07K- 1.75% |
$219K - $256K
|
228K
$12.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
109+ 0.35% |
$5.88K - $6.87K
|
30.9K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-916- 3.27% |
$49.4K - $57.7K
|
27.1K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
507New |
$27.3K - $32K
|
507
$27.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
484+ 4.82% |
$26.1K - $30.5K
|
10.5K
$562K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-296- 1.95% |
$16K - $18.7K
|
14.9K
$796K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
1.26K+ 2.79% |
$67.9K - $79.4K
|
46.3K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$108 - $126
|
12.8K
$684K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-731- 30.52% |
$39.4K - $46.1K
|
1.66K
$88.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-43.4K- 50.0% |
$2.34M - $2.74M
|
43.4K
$2.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
16KNew |
$861K - $1.01M
|
16K
$853K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-143- 0.43% |
$7.71K - $9.01K
|
33.4K
$1.78M
|