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
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

SELL
 -
-20
- 0.27%
$799 - $967
7.51K $464K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
1.13K
New
$44.9K - $54.4K
1.13K $69.5K
Oct 25, 2022 Q3 2022
Financial Planning & Information Services, Inc.

BUY
 -
6.58K
New
$263K - $318K
6.58K $407K
Oct 21, 2022 Q3 2022
Beacon Financial Advisory LLC

SELL
 -
-1.71K
- 9.02%
$68.2K - $82.7K
17.2K $1.07M
Q2 2022
Oct 17, 2024 Q2 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1
+ 0.83%
$41 - $50.4
121 $7.48K
Nov 09, 2022 Q2 2022
Titus Wealth Management

Larskpur, CA
SELL
 -
-3.77K
- 4.62%
$155K - $190K
77.9K $4.82M
Oct 13, 2022 Q2 2022
Axim Planning & Wealth

Dayton, OH
BUY
 -
34
New
$1.39K - $1.71K
34 $2.1K
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-137
Closed
$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 $546K
Aug 10, 2022 Q2 2022
Lee Financial CO

Dallas, TX
SELL
 -
-438
Closed
$17.9K - $22.1K
0 $0
Aug 09, 2022 Q2 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-894
Closed
$36.6K - $45.1K
0 $0
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.25K
New
$92.2K - $113K
2.25K $139K
Aug 05, 2022 Q2 2022
Absolute Capital Management, LLC

BUY
 -
9.1K
New
$373K - $459K
9.1K $562K
Aug 05, 2022 Q2 2022
Clearview Wealth Advisors LLC

SELL
 -
-70
Closed
$2.87K - $3.53K
0 $0
Jul 28, 2022 Q2 2022
Gryphon Financial Partners LLC

BUY
 -
200
New
$8.2K - $10.1K
200 $12.4K
Jul 21, 2022 Q2 2022
Hexagon Capital Partners LLC

BUY
 -
1.22K
New
$50.1K - $61.6K
1.22K $75.5K
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

SELL
 -
-7.83K
Closed
$321K - $395K
0 $0
Jul 18, 2022 Q2 2022
Win Advisors, Inc

SELL
 -
-180
Closed
$7.38K - $9.07K
0 $0
Jul 14, 2022 Q2 2022
Yhb Investment Advisors, Inc.

SELL
 -
-4.94K
Closed
$203K - $249K
0 $0
Q1 2022
Oct 02, 2024 Q1 2022
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-1.17K
Closed
$52.5K - $58.7K
0 $0
Jan 19, 2024 Q1 2022
Cedrus LLC

Littleton, CO
BUY
 -
4.85K
New
$218K - $244K
4.85K $300K
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-798
Closed
$35.9K - $40.1K
0 $0
May 13, 2022 Q1 2022
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-184K
Closed
$8.28M - $9.24M
0 $0
May 03, 2022 Q1 2022
F Dx Advisors, Inc.

SELL
 -
-5.9K
Closed
$266K - $297K
0 $0
May 02, 2022 Q1 2022
Pinnacle Financial Partners Inc

SELL
 -
-1K
Closed
$45K - $50.3K
0 $0
Apr 28, 2022 Q1 2022
Ahl Investment Management, Inc.

SELL
 -
-400
Closed
$18K - $20.1K
0 $0
Apr 28, 2022 Q1 2022
Richwood Investment Advisors, LLC

SELL
 -
-150
Closed
$6.76K - $7.55K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-302
Closed
$13.6K - $15.2K
0 $0
Apr 19, 2022 Q1 2022
Waypoint Capital Advisors, LLC

SELL
 -
-4.09K
Closed
$184K - $206K
0 $0
Apr 14, 2022 Q1 2022
Fsb Premier Wealth Management, Inc.

SELL
 -
-705
Closed
$31.8K - $35.5K
0 $0
Apr 07, 2022 Q1 2022
Fieldpoint Private Securities, LLC

SELL
 -
-300
Closed
$13.5K - $15.1K
0 $0
Q4 2021
Feb 15, 2022 Q4 2021
Hm Payson & CO

Portland, ME
SELL
 -
-400
Closed
$18.2K - $20.6K
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-573
Closed
$26.1K - $29.5K
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-43
Closed
$1.96K - $2.22K
0 $0
Feb 11, 2022 Q4 2021
Dcm Advisors, LLC

New York, NY
SELL
 -
-450
Closed
$20.5K - $23.2K
0 $0
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
962
New
$43.9K - $49.6K
962 $59.5K
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 $43.3K
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-590
Closed
$26.7K - $28.6K
0 $0
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
Brendel Financial Advisors LLC

SELL
 -
-107K
Closed
$4.85M - $5.21M
0 $0
Q2 2021
Jan 09, 2024 Q2 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
317
New
$14K - $15K
317 $19.6K
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

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