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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-594- 19.99% |
$28.8K - $35.2K
|
2.38K
$142K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
607New |
$29.4K - $36K
|
607
$36.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-187- 1.18% |
$9.06K - $11.1K
|
15.6K
$931K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.65K- 4.99% |
$322K - $394K
|
126K
$7.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1- -0.0% |
$48.4 - $59.3
|
22.5K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-339- 4.51% |
$16.4K - $20.1K
|
7.18K
$428K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-345- 60.74% |
$16.7K - $20.4K
|
223
$13.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32- 0.03% |
$1.55K - $1.9K
|
114K
$6.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
72KNew |
$3.49M - $4.27M
|
72K
$4.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.08KNew |
$149K - $183K
|
3.08K
$184K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-18- 0.03% |
$872 - $1.07K
|
62.2K
$3.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.1% |
$242 - $296
|
4.95K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
5.01K+ 1.1% |
$243K - $297K
|
461K
$27.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-780- 0.82% |
$37.8K - $46.2K
|
94.3K
$5.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
440+ 2.34% |
$21.3K - $26.1K
|
19.2K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.05% |
$96.9 - $119
|
4.35K
$259K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
141+ 11.42% |
$6.83K - $8.36K
|
1.38K
$82K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-467- 8.5% |
$22.6K - $27.7K
|
5.03K
$300K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$96.9 - $119
|
12.8K
$764K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-179K- 70.61% |
$9.67M - $11.3M
|
74.6K
$4.44M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-146K- 61.6% |
$7.87M - $9.2M
|
91K
$5.42M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.87K+ 5.09% |
$101K - $118K
|
38.7K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-132K- 7.86% |
$7.1M - $8.3M
|
1.54M
$91.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-417K- 6.26% |
$22.5M - $26.3M
|
6.24M
$372M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
5.06K+ 4.88% |
$273K - $319K
|
109K
$6.46M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.47KNew |
$457K - $534K
|
8.47K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79.8K- 7.27% |
$4.3M - $5.03M
|
1.02M
$60.6M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.29KNew |
$285K - $333K
|
5.29K
$315K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
105K+ 10.34% |
$5.67M - $6.63M
|
1.12M
$66.9M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.3K- 1.65% |
$717K - $838K
|
791K
$47.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.48K+ 7.56% |
$79.9K - $93.5K
|
21.1K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-708- 2.21% |
$38.2K - $44.6K
|
31.3K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.94K+ 96.92% |
$482K - $564K
|
18.2K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-313- 95.43% |
$16.9K - $19.7K
|
15
$893
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.73K+ 7.03% |
$93.2K - $109K
|
26.3K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-36.7K- 7.4% |
$1.98M - $2.31M
|
459K
$27.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-265- 0.72% |
$14.3K - $16.7K
|
36.3K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-500- 2.74% |
$27K - $31.5K
|
17.7K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.4K- 9.65% |
$1.05M - $1.22M
|
182K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
941+ 5.95% |
$50.7K - $59.3K
|
16.8K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
15.6KNew |
$840K - $983K
|
15.6K
$928K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.58K- 2.7% |
$247K - $288K
|
165K
$9.82M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.58K- 25.58% |
$247K - $288K
|
13.3K
$793K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-20- 0.53% |
$1.08K - $1.26K
|
3.76K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-599- 3.16% |
$32.3K - $37.8K
|
18.4K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.25K+ 10.34% |
$121K - $142K
|
24K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.7K+ 22.35% |
$793K - $927K
|
80.5K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-588- 7.35% |
$31.7K - $37.1K
|
7.41K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.82K- 41.21% |
$206K - $241K
|
5.45K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.05KNew |
$218K - $255K
|
4.05K
$241K
|
|