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 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.05K- 6.61% |
$99.3K - $122K
|
29K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.5K+ 12.73% |
$460K - $563K
|
84.1K
$5.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
108+ 0.25% |
$5.23K - $6.4K
|
42.9K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.51K+ 56.68% |
$218K - $267K
|
12.5K
$770K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-177- 3.42% |
$8.57K - $10.5K
|
5K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
197+ 0.37% |
$9.54K - $11.7K
|
53.6K
$3.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
426+ 2.79% |
$20.6K - $25.2K
|
15.7K
$969K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
122K+ 1587.09% |
$5.92M - $7.24M
|
130K
$8.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
22+ 6.85% |
$1.07K - $1.3K
|
343
$21.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-937- 6.31% |
$45.4K - $55.5K
|
13.9K
$860K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.03% |
$194 - $237
|
11.8K
$727K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
328+ 1.46% |
$15.9K - $19.4K
|
22.9K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-18.3K- 32.96% |
$888K - $1.09M
|
37.3K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.13% |
$48.4 - $59.3
|
779
$48.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.27K- 13.57% |
$110K - $134K
|
14.4K
$892K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.1K- 4.14% |
$150K - $184K
|
71.8K
$4.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.66K+ 1.5% |
$225K - $276K
|
314K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-182- 0.77% |
$8.81K - $10.8K
|
23.6K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.34K- 54.06% |
$210K - $257K
|
3.69K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.38K- 1.61% |
$357K - $437K
|
452K
$27.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-980- 8.69% |
$47.5K - $58.1K
|
10.3K
$636K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.5KNew |
$799K - $977K
|
16.5K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-300- 1.34% |
$14.5K - $17.8K
|
22.1K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.63K- 0.63% |
$78.7K - $96.4K
|
256K
$15.8M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
269+ 3.83% |
$13K - $15.9K
|
7.3K
$451K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.14K+ 5.64% |
$152K - $186K
|
58.9K
$3.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-47.1K- 1.06% |
$2.28M - $2.79M
|
4.42M
$273M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.06K- 13.8% |
$148K - $181K
|
19.1K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
11.7K+ 42.82% |
$568K - $695K
|
39.1K
$2.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-43- 0.72% |
$2.08K - $2.55K
|
5.93K
$367K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.1K+ 12.03% |
$53.3K - $65.2K
|
10.2K
$633K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-536- 8.37% |
$26K - $31.8K
|
5.87K
$363K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
49.5K+ 5826.0% |
$2.4M - $2.93M
|
50.4K
$3.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
107New |
$5.18K - $6.34K
|
107
$6.61K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-2.67K- 2.24% |
$130K - $158K
|
117K
$7.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-732- 9.43% |
$35.5K - $43.4K
|
7.03K
$435K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
15+ 0.11% |
$726 - $889
|
13.6K
$842K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-841- 1.23% |
$40.7K - $49.8K
|
67.5K
$4.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
43.8K+ 23.59% |
$2.12M - $2.59M
|
229K
$14.2M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.6K- 20.79% |
$1.87M - $2.29M
|
147K
$9.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.51K+ 36.96% |
$170K - $208K
|
13K
$803K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.73K+ 11.78% |
$181K - $221K
|
35.4K
$2.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.85KNew |
$89.6K - $110K
|
1.85K
$114K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
928+ 0.56% |
$44.9K - $55K
|
166K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10- 0.46% |
$484 - $593
|
2.15K
$133K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.53KNew |
$268K - $328K
|
5.53K
$342K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5K+ 102.59% |
$121K - $148K
|
4.93K
$305K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
2.77K+ 10.03% |
$134K - $164K
|
30.4K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-11.5K- 11.94% |
$556K - $681K
|
84.7K
$5.24M
|