Latest Institutional Transactions on First Trust Dorsey Wright Focu (FV)

FV Quotes by TradingView

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
Feb 11, 2022 Q4 2021
Advisor Resource Council

SELL
 -
-7.13K
Closed
$325K - $367K
0 $0
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
962
New
$43.9K - $49.6K
962 $58.8K
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-600
Closed
$27.4K - $30.9K
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Old Mission Capital LLC

SELL
 -
-15.5K
Closed
$700K - $751K
0 $0
Nov 12, 2021 Q3 2021
Meridian Wealth Advisors, LLC

SELL
 -
-4.25K
Closed
$192K - $206K
0 $0
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

SELL
 -
-1.45K
- 67.44%
$65.5K - $70.3K
700 $42.8K
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-590
Closed
$26.7K - $28.6K
0 $0
Nov 01, 2021 Q3 2021
Sage Mountain Advisors LLC

BUY
 -
17K
New
$770K - $826K
17K $1.04M
Oct 28, 2021 Q3 2021
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-114
Closed
$5.15K - $5.52K
0 $0
Oct 27, 2021 Q3 2021
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-147
Closed
$6.64K - $7.12K
0 $0
Oct 26, 2021 Q3 2021
Mayflower Financial Advisors, LLC

SELL
 -
-5.14K
Closed
$232K - $249K
0 $0
Q2 2021
Jan 09, 2024 Q2 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
317
New
$14K - $15K
317 $19.4K
Aug 16, 2021 Q2 2021
Veritable, L.P.

Newtown Square, PA
SELL
 -
-22.1K
Closed
$977K - $1.05M
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-321
Closed
$14.2K - $15.2K
0 $0
Aug 13, 2021 Q2 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-1.16K
Closed
$51.4K - $55.3K
0 $0
Jul 28, 2021 Q2 2021
Guardian Wealth Advisors, LLC

Bloomington, MN
SELL
 -
-25.2K
Closed
$1.11M - $1.2M
0 $0
Jul 26, 2021 Q2 2021
Flagship Harbor Advisors, LLC

SELL
 -
-22.7K
Closed
$1M - $1.08M
0 $0
Jul 26, 2021 Q2 2021
Time Scale Financial, Inc.

SELL
 -
-110
Closed
$4.86K - $5.22K
0 $0
Jul 23, 2021 Q2 2021
Dividend Assets Capital, LLC

SELL
 -
-340
Closed
$15K - $16.1K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-300
Closed
$13.2K - $14.2K
0 $0
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
26K
New
$1.15M - $1.24M
26K $1.59M
Jul 20, 2021 Q2 2021
Mps Loria Financial Planners, LLC

SELL
 -
-500
Closed
$22.1K - $23.7K
0 $0
Q1 2021
Sep 08, 2021 Q1 2021
J Arnold Wealth Management CO

Youngstown, OH
SELL
 -
-700
- 87.5%
$27.9K - $31.6K
100 $6.12K
May 17, 2021 Q1 2021
Cooper Financial Group

SELL
 -
-7.74K
Closed
$308K - $349K
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-698
Closed
$27.8K - $31.5K
0 $0
May 14, 2021 Q1 2021
Woodward Diversified Capital, LLC

BUY
 -
127K
New
$5.04M - $5.72M
127K $7.74M
May 13, 2021 Q1 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-122
Closed
$4.86K - $5.51K
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-4.36K
Closed
$174K - $197K
0 $0
May 05, 2021 Q1 2021
Bay Harbor Wealth Management, LLC

SELL
 -
-30
Closed
$1.19K - $1.35K
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-711
Closed
$28.3K - $32.1K
0 $0
Apr 26, 2021 Q1 2021
Forth Right Wealth Management, LLC

SELL
 -
-166
Closed
$6.61K - $7.49K
0 $0
Apr 16, 2021 Q1 2021
Genesee Capital Advisors, LLC

SELL
 -
-30.6K
Closed
$1.22M - $1.38M
0 $0
Q4 2020
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-106
Closed
$3.59K - $4.33K
0 $0
Feb 26, 2021 Q4 2020
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
1.28K
New
$43.1K - $52.1K
1.28K $78K
Feb 16, 2021 Q4 2020
Tradition Wealth Management, LLC

BUY
 -
931
New
$31.5K - $38K
931 $56.9K
Feb 12, 2021 Q4 2020
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-22.8K
- 94.99%
$770K - $930K
1.2K $73.4K
Feb 05, 2021 Q4 2020
Rda Financial Network

SELL
 -
-10.4K
Closed
$351K - $424K
0 $0
Jan 29, 2021 Q4 2020
Cornerstone Wealth Management, LLC

SELL
 -
-12.5K
Closed
$422K - $510K
0 $0
Jan 29, 2021 Q4 2020
Key F Inancial Inc

BUY
 -
275
New
$9.3K - $11.2K
275 $16.8K
Jan 21, 2021 Q4 2020
Optimum Investment Advisors

SELL
 -
-670
Closed
$22.7K - $27.4K
0 $0
Jan 20, 2021 Q4 2020
Trinity Legacy Partners, LLC

SELL
 -
-3.11K
Closed
$105K - $127K
0 $0
Jan 14, 2021 Q4 2020
Larson Financial Group LLC

BUY
 -
406
New
$13.7K - $16.6K
406 $24.8K
Q3 2020
Nov 13, 2020 Q3 2020
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
12.7K
New
$409K - $470K
12.7K $777K
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-310
Closed
$9.99K - $11.5K
0 $0
Nov 12, 2020 Q3 2020
1776 Wealth LLC

SELL
 -
-780
Closed
$25.1K - $28.9K
0 $0
Oct 30, 2020 Q3 2020
Quaker Wealth Management, LLC

SELL
 -
-30.3K
Closed
$977K - $1.12M
0 $0
Oct 08, 2020 Q3 2020
Engrave Wealth Partners LLC

SELL
 -
-418
Closed
$13.5K - $15.5K
0 $0
Q2 2020
May 15, 2024 Q2 2020
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-558
- 27.17%
$13.8K - $18.6K
1.5K $91.5K
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
972
+ 1.5%
$24K - $32.5K
66K $4.03M

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