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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.17KClosed |
$52.5K - $58.7K
|
0
$0
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.85KNew |
$218K - $244K
|
4.85K
$289K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-798Closed |
$35.9K - $40.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-184KClosed |
$8.28M - $9.24M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.9KClosed |
$266K - $297K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1KClosed |
$45K - $50.3K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-150Closed |
$6.76K - $7.55K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-400Closed |
$18K - $20.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-302Closed |
$13.6K - $15.2K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-4.09KClosed |
$184K - $206K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-705Closed |
$31.8K - $35.5K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-300Closed |
$13.5K - $15.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-400Closed |
$18.2K - $20.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-43Closed |
$1.96K - $2.22K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
734New |
$33.5K - $37.8K
|
734
$43.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-573Closed |
$26.1K - $29.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-450Closed |
$20.5K - $23.2K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
962New |
$43.9K - $49.6K
|
962
$57.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-600Closed |
$27.4K - $30.9K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-15.5KClosed |
$700K - $751K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-4.25KClosed |
$192K - $206K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.45K- 67.44% |
$65.5K - $70.3K
|
700
$41.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-590Closed |
$26.7K - $28.6K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-114Closed |
$5.15K - $5.52K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-147Closed |
$6.64K - $7.12K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-107KClosed |
$4.85M - $5.21M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
317New |
$14K - $15K
|
317
$18.9K
|
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-22.1KClosed |
$977K - $1.05M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-321Closed |
$14.2K - $15.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.16KClosed |
$51.4K - $55.3K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-25.2KClosed |
$1.11M - $1.2M
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-110Closed |
$4.86K - $5.22K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-22.7KClosed |
$1M - $1.08M
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-340Closed |
$15K - $16.1K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-300Closed |
$13.2K - $14.2K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
26KNew |
$1.15M - $1.24M
|
26K
$1.55M
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-500Closed |
$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
$5.96K
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-7.74KClosed |
$308K - $349K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
127KNew |
$5.04M - $5.72M
|
127K
$7.54M
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-698Closed |
$27.8K - $31.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-122Closed |
$4.86K - $5.51K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-4.36KClosed |
$174K - $197K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-30Closed |
$1.19K - $1.35K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-711Closed |
$28.3K - $32.1K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-166Closed |
$6.61K - $7.49K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-30.6KClosed |
$1.22M - $1.38M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-106Closed |
$3.59K - $4.33K
|
0
$0
|
|
|
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.28KNew |
$43.1K - $52.1K
|
1.28K
$75.9K
|
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
931New |
$31.5K - $38K
|
931
$55.5K
|
|