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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
690New |
$29.4K - $33.7K
|
690
$41.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-751- 59.89% |
$32.1K - $36.6K
|
503
$30K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-500- 54.05% |
$21.3K - $24.4K
|
425
$25.3K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.73KNew |
$73.8K - $85.1K
|
1.73K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 12.87% |
$115K - $132K
|
18.2K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
11.6KNew |
$496K - $572K
|
11.6K
$690K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.99KNew |
$342K - $394K
|
7.99K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
951New |
$40.7K - $46.9K
|
951
$56.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
991New |
$42.4K - $48.9K
|
991
$59K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
11.6KNew |
$497K - $572K
|
11.6K
$691K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
43.7KNew |
$1.87M - $2.15M
|
43.7K
$2.6M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
4.35KNew |
$186K - $215K
|
4.35K
$259K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.42KNew |
$403K - $464K
|
9.42K
$561K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
31.5KNew |
$1.35M - $1.56M
|
31.5K
$1.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
130New |
$5.56K - $6.41K
|
130
$7.74K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4.6KNew |
$197K - $227K
|
4.6K
$274K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
19.4KNew |
$828K - $955K
|
19.4K
$1.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.47KNew |
$106K - $122K
|
2.47K
$147K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-5.41K- 4.83% |
$232K - $267K
|
107K
$6.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 58.44% |
$64.3K - $74.1K
|
1.07K
$63.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
4.85KNew |
$207K - $239K
|
4.85K
$289K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
221New |
$9.46K - $10.9K
|
221
$13.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.3KNew |
$55.8K - $64.3K
|
1.3K
$77.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-97- 7.0% |
$4.15K - $4.78K
|
1.29K
$76.8K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-260Closed |
$10.4K - $12.6K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$24K - $29K
|
600
$35.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
200New |
$7.99K - $9.67K
|
200
$11.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8.55K+ 13.08% |
$341K - $414K
|
73.9K
$4.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2+ 0.04% |
$79.9 - $96.7
|
5.12K
$305K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
5.47KNew |
$218K - $265K
|
5.47K
$326K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-20- 0.27% |
$799 - $967
|
7.51K
$447K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.13KNew |
$44.9K - $54.4K
|
1.13K
$67K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
6.58KNew |
$263K - $318K
|
6.58K
$392K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.71K- 9.02% |
$68.2K - $82.7K
|
17.2K
$1.03M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.83% |
$41 - $50.4
|
121
$7.21K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-3.77K- 4.62% |
$155K - $190K
|
77.9K
$4.64M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
34New |
$1.39K - $1.71K
|
34
$2.03K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-137Closed |
$5.61K - $6.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.4K- 13.67% |
$57.4K - $70.6K
|
8.84K
$527K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-212- 58.73% |
$8.69K - $10.7K
|
149
$8.87K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-438Closed |
$17.9K - $22.1K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-894Closed |
$36.6K - $45.1K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.25KNew |
$92.2K - $113K
|
2.25K
$134K
|
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.1KNew |
$373K - $459K
|
9.1K
$542K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-70Closed |
$2.87K - $3.53K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
200New |
$8.2K - $10.1K
|
200
$11.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.22KNew |
$50.1K - $61.6K
|
1.22K
$72.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.83KClosed |
$321K - $395K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-180Closed |
$7.38K - $9.07K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.94KClosed |
$203K - $249K
|
0
$0
|
|