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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.02K- 11.51% |
$463K - $539K
|
69.4K
$4.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
2.64K+ 1.75% |
$136K - $158K
|
154K
$9.4M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.47K+ 16.39% |
$127K - $148K
|
17.5K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.03KNew |
$361K - $420K
|
7.03K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-129- 3.31% |
$6.62K - $7.72K
|
3.77K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.32K- 0.3% |
$67.9K - $79.1K
|
439K
$26.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
46+ 2.56% |
$2.36K - $2.75K
|
1.84K
$113K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
777New |
$39.9K - $46.5K
|
777
$47.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
300+ 0.23% |
$15.4K - $17.9K
|
130K
$7.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.8K- 35.3% |
$144K - $168K
|
5.14K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.6K- 1.7% |
$3.68M - $4.28M
|
4.14M
$253M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.43K+ 5.54% |
$125K - $145K
|
46.2K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.55K+ 12.18% |
$182K - $212K
|
32.7K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.38K+ 1.7% |
$430K - $501K
|
500K
$30.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.28K+ 7.89% |
$65.6K - $76.4K
|
17.5K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-75.2K- 14.87% |
$3.86M - $4.5M
|
430K
$26.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
294New |
$15.1K - $17.6K
|
294
$18K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.97K- 35.27% |
$152K - $177K
|
5.44K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-100- 1.13% |
$5.14K - $5.98K
|
8.76K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-901- 2.28% |
$46.3K - $53.9K
|
38.6K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72.7K- 7.52% |
$3.73M - $4.35M
|
895K
$54.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.24K- 5.04% |
$166K - $194K
|
61K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.7KNew |
$190K - $221K
|
3.7K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.15K+ 10.81% |
$58.9K - $68.7K
|
11.8K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-48- 1.92% |
$2.46K - $2.87K
|
2.46K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-4.07K- 3.43% |
$209K - $244K
|
115K
$7.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-375- 6.52% |
$19.3K - $22.4K
|
5.38K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$51.4 - $59.8
|
3.7K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
79+ 0.38% |
$4.06K - $4.73K
|
20.8K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-677- 3.62% |
$34.8K - $40.5K
|
18K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
322+ 0.32% |
$16.5K - $19.3K
|
99.8K
$6.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.3K- 23.18% |
$118K - $138K
|
7.62K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-88- 1.5% |
$4.52K - $5.26K
|
5.78K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.23KNew |
$423K - $493K
|
8.23K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.27K- 12.59% |
$65.3K - $76K
|
8.83K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-214- 0.61% |
$11K - $12.8K
|
34.6K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.6K+ 72.77% |
$390K - $455K
|
18.1K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.52KNew |
$232K - $271K
|
4.52K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-814- 4.66% |
$41.8K - $48.7K
|
16.7K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.13K+ 6.88% |
$57.8K - $67.4K
|
17.5K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.02% |
$51.4 - $59.8
|
4.84K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.56K+ 1.04% |
$80K - $93.2K
|
151K
$9.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.65K+ 35.07% |
$136K - $158K
|
10.2K
$623K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.4K- 91.07% |
$584K - $680K
|
1.12K
$68.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
661+ 40.06% |
$33.9K - $39.5K
|
2.31K
$141K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.03KNew |
$104K - $121K
|
2.03K
$124K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
374+ 4.05% |
$19.2K - $22.4K
|
9.61K
$588K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-910- 0.94% |
$46.7K - $54.4K
|
96.3K
$5.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.99K+ 48.9% |
$205K - $239K
|
12.1K
$742K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
867+ 2.17% |
$44.5K - $51.9K
|
40.8K
$2.49M
|