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 |
---|---|---|---|---|---|---|---|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
15.4KNew |
$381K - $515K
|
15.4K
$940K
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-458Closed |
$11.3K - $15.3K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1KClosed |
$24.7K - $33.4K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.32KClosed |
$57.2K - $77.3K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.81KClosed |
$218K - $294K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-128Closed |
$3.16K - $4.28K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.31KClosed |
$32.2K - $43.6K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-505Closed |
$12.5K - $16.9K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-534Closed |
$13.2K - $17.8K
|
0
$0
|
|
Q1 2020 | |||||||
Nov 14, 2024
Q1 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.46KClosed |
$145K - $219K
|
0
$0
|
|
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-40Closed |
$896 - $1.36K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-23.7KClosed |
$532K - $806K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.35KClosed |
$165K - $250K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1KClosed |
$22.4K - $34K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-161KClosed |
$3.6M - $5.45M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.5KClosed |
$33.7K - $51K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1KClosed |
$22.4K - $34K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-150Closed |
$3.36K - $5.09K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-257KClosed |
$5.77M - $8.74M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.1KClosed |
$24.6K - $37.4K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-200Closed |
$4.48K - $6.79K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-58Closed |
$1.3K - $1.97K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-110KClosed |
$2.47M - $3.74M
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Webster Bank, N. A.
|
SELL
|
- |
-8.6KClosed |
$193K - $292K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-190Closed |
$5.47K - $6.02K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-558Closed |
$16.1K - $17.7K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-17.2KClosed |
$494K - $544K
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Calton & Associates, Inc.
|
SELL
|
- |
-12.9KClosed |
$370K - $407K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-469Closed |
$13.5K - $14.9K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.4KNew |
$300K - $330K
|
10.4K
$635K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-9.38KClosed |
$277K - $285K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-613Closed |
$18.1K - $18.6K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-464Closed |
$13.7K - $14.1K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Crewe Advisors LLC
|
SELL
|
- |
-1.25KClosed |
$36.9K - $38K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-97Closed |
$2.86K - $2.94K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5- 1.7% |
$148 - $152
|
289
$17.6K
|
|
Oct 28, 2019
Q3 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.72KClosed |
$198K - $204K
|
0
$0
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-255Closed |
$7.53K - $7.74K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-244Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-118Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-496Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-169Closed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.5KClosed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
850New |
N/A
|
850
$51.9K
|
|
Aug 02, 2019
Q2 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.06KClosed |
N/A
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-8.09KClosed |
N/A
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-8.8KClosed |
N/A
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1Closed |
N/A
|
0
$0
|