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 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
585+ 2.16% |
$30K - $35K
|
27.7K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-170- 0.56% |
$8.73K - $10.2K
|
30.1K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
123New |
$6.32K - $7.36K
|
123
$7.52K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3+ 0.06% |
$154 - $179
|
5.08K
$311K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.4K- 0.55% |
$1.2M - $1.4M
|
4.19M
$256M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1- 0.02% |
$51.4 - $59.8
|
5.18K
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.39KNew |
$226K - $263K
|
4.39K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
71.7K+ 1451.58% |
$3.68M - $4.29M
|
76.6K
$4.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
635+ 12.18% |
$32.6K - $38K
|
5.85K
$358K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-55.7K- 6.14% |
$2.86M - $3.33M
|
851K
$52M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.1K+ 7.4% |
$1.55M - $1.8M
|
437K
$26.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-595- 1.56% |
$30.6K - $35.6K
|
37.5K
$2.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-103- 1.19% |
$5.29K - $6.16K
|
8.57K
$524K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
392+ 0.44% |
$20.1K - $23.4K
|
89.2K
$5.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
149New |
$7.65K - $8.91K
|
149
$9.11K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5+ 0.03% |
$257 - $299
|
17.9K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-39- 0.44% |
$2K - $2.33K
|
8.85K
$541K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.72K+ 8.19% |
$88.5K - $103K
|
22.8K
$1.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17.4K- 8.98% |
$892K - $1.04M
|
176K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-127- 2.49% |
$6.52K - $7.6K
|
4.97K
$304K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
169+ 4.2% |
$8.68K - $10.1K
|
4.19K
$257K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.43K- 5.41% |
$73.6K - $85.8K
|
25.1K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
389+ 21.73% |
$20K - $23.3K
|
2.18K
$133K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-625- 1.14% |
$32.1K - $37.4K
|
54.4K
$3.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.44K+ 100.0% |
$125K - $146K
|
4.88K
$299K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.65K- 5.5% |
$84.9K - $98.9K
|
28.4K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-160- 2.15% |
$8.22K - $9.57K
|
7.27K
$444K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-266- 0.23% |
$13.7K - $15.9K
|
117K
$7.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
334New |
$17.2K - $20K
|
334
$20.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
291KNew |
$14.9M - $17.4M
|
291K
$17.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
204+ 2.21% |
$10.5K - $12.2K
|
9.45K
$578K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-6.03K- 12.02% |
$310K - $361K
|
44.2K
$2.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-22.2K- 22.29% |
$1.14M - $1.33M
|
77.5K
$4.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.34K- 10.78% |
$223K - $259K
|
35.9K
$2.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.2K- 10.52% |
$113K - $132K
|
18.7K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
372+ 7.07% |
$19.1K - $22.3K
|
5.63K
$344K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
250New |
$12.8K - $15K
|
250
$15.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 0.18% |
$565 - $658
|
6K
$367K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.12K+ 0.91% |
$57.3K - $66.7K
|
124K
$7.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
224+ 6.22% |
$11.5K - $13.4K
|
3.83K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.15K- 18.5% |
$162K - $189K
|
13.9K
$849K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.39K+ 34.28% |
$277K - $323K
|
21.1K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-330- 2.12% |
$16.9K - $19.7K
|
15.2K
$930K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-37- 0.78% |
$1.9K - $2.21K
|
4.72K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
532+ 1.85% |
$27.3K - $31.8K
|
29.3K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.01K+ 2.51% |
$52.1K - $60.7K
|
41.4K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-754- 4.39% |
$38.7K - $45.1K
|
16.4K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-403- 1.41% |
$20.7K - $24.1K
|
28.1K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.6K+ 2.26% |
$646K - $753K
|
569K
$34.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
937+ 0.37% |
$48.1K - $56.1K
|
255K
$15.6M
|