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 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-885- 6.36% |
$42.9K - $52.4K
|
13K
$805K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.02% |
$145 - $178
|
14.3K
$885K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-74- 0.12% |
$3.58K - $4.39K
|
61K
$3.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.31K- 22.06% |
$209K - $255K
|
15.2K
$941K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
3.42K+ 3.15% |
$166K - $203K
|
112K
$6.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-520- 10.73% |
$25.2K - $30.8K
|
4.32K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.18K- 15.66% |
$57.3K - $70.2K
|
6.38K
$394K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.6K- 18.16% |
$708K - $866K
|
65.9K
$4.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-81.8K- 18.37% |
$3.96M - $4.85M
|
364K
$22.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
303+ 1.56% |
$14.7K - $18K
|
19.7K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12K+ 2.26% |
$581K - $711K
|
542K
$33.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-446- 2.04% |
$21.6K - $26.4K
|
21.4K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.03K+ 7.44% |
$98.2K - $120K
|
29.3K
$1.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-865- 4.24% |
$41.9K - $51.3K
|
19.5K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
347+ 1.99% |
$16.8K - $20.6K
|
17.8K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.28K- 7.77% |
$159K - $194K
|
38.9K
$2.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.04K+ 0.28% |
$390K - $477K
|
2.85M
$176M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.46K- 5.66% |
$119K - $146K
|
41K
$2.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.98KNew |
$193K - $236K
|
3.98K
$246K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
21.7K+ 2.75% |
$1.05M - $1.29M
|
812K
$50.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
407New |
$19.7K - $24.1K
|
407
$25.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-5.37K- 14.17% |
$260K - $318K
|
32.5K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-149- 1.25% |
$7.22K - $8.83K
|
11.8K
$729K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
72.6KNew |
$3.52M - $4.3M
|
72.6K
$4.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-103K- 69.44% |
$4.96M - $6.07M
|
45.1K
$2.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
142+ 3.65% |
$6.88K - $8.41K
|
4.04K
$249K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.21K- 0.84% |
$58.7K - $71.9K
|
143K
$8.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-12K- 15.65% |
$580K - $710K
|
64.5K
$3.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.26% |
$48.4 - $59.3
|
385
$23.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-91- 1.09% |
$4.41K - $5.39K
|
8.27K
$511K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
SELL
|
- |
-702- 10.07% |
$34K - $41.6K
|
6.27K
$387K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
262New |
$12.7K - $15.5K
|
262
$16.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.67KNew |
$130K - $158K
|
2.67K
$165K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.67K- 24.09% |
$129K - $158K
|
8.42K
$520K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-77.5K- 58.81% |
$3.75M - $4.59M
|
54.3K
$3.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-395- 1.36% |
$19.1K - $23.4K
|
28.7K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
504+ 1.63% |
$24.4K - $29.9K
|
31.4K
$1.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
605+ 1.39% |
$29.3K - $35.9K
|
44.1K
$2.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.7KNew |
$324K - $397K
|
6.7K
$414K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
622+ 10.35% |
$30.1K - $36.9K
|
6.63K
$410K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.52K+ 25.99% |
$267K - $327K
|
26.7K
$1.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
844+ 2.06% |
$40.9K - $50K
|
41.7K
$2.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-190- 0.76% |
$9.2K - $11.3K
|
24.8K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-30- 0.69% |
$1.45K - $1.78K
|
4.33K
$268K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.19K- 13.86% |
$300K - $367K
|
38.4K
$2.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
22K+ 13.68% |
$1.06M - $1.3M
|
182K
$11.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-385- 2.41% |
$18.6K - $22.8K
|
15.6K
$963K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-73- 0.52% |
$3.54K - $4.33K
|
14K
$863K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.1K+ 2.15% |
$537K - $657K
|
527K
$32.6M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-261- 3.49% |
$12.6K - $15.5K
|
7.21K
$446K
|