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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-751- 2.12% |
$40.5K - $47.3K
|
34.6K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.57K+ 3.09% |
$193K - $225K
|
119K
$7.1M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-710- 12.67% |
$38.3K - $44.8K
|
4.9K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
388+ 6.45% |
$20.9K - $24.5K
|
6.4K
$381K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-60- 0.08% |
$3.23K - $3.78K
|
76.5K
$4.56M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-340- 0.38% |
$18.3K - $21.4K
|
90.2K
$5.37M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.59K+ 4.14% |
$355K - $415K
|
166K
$9.86M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-618- 3.21% |
$33.3K - $39K
|
18.7K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.68KNew |
$252K - $295K
|
4.68K
$279K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.2K- 1.7% |
$173K - $202K
|
186K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.37K- 8.7% |
$73.6K - $86K
|
14.3K
$853K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.59K- 0.13% |
$194K - $227K
|
2.85M
$169M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-548- 22.29% |
$29.5K - $34.5K
|
1.91K
$114K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.09K- 11.18% |
$167K - $195K
|
24.5K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
899+ 3.25% |
$48.5K - $56.7K
|
28.6K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-750- 9.12% |
$40.4K - $47.3K
|
7.47K
$445K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-237- 2.69% |
$12.8K - $14.9K
|
8.58K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.09% |
$108 - $126
|
2.16K
$129K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.12% |
$323 - $378
|
4.95K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.65K+ 97.76% |
$520K - $608K
|
19.5K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1+ 0.02% |
$53.9 - $63
|
4.57K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.06K- 45.3% |
$165K - $193K
|
3.7K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-102- 0.23% |
$5.5K - $6.43K
|
43.5K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-80- 1.13% |
$4.31K - $5.04K
|
6.97K
$415K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.87K- 27.18% |
$263K - $307K
|
13K
$777K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.36K- 4.69% |
$450K - $527K
|
170K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-918- 3.34% |
$49.5K - $57.9K
|
26.6K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
932+ 2.33% |
$50.2K - $58.7K
|
40.9K
$2.43M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-499- 11.36% |
$26.9K - $31.5K
|
3.89K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-781- 3.31% |
$42.1K - $49.2K
|
22.8K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
6.44K+ 5.56% |
$347K - $406K
|
122K
$7.29M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-469- 1.69% |
$25.3K - $29.6K
|
27.2K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-178- -0.0% |
$9.6K - $11.2K
|
4.46M
$266M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-36.9K- 39.89% |
$1.99M - $2.33M
|
55.6K
$3.31M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
163KNew |
$8.81M - $10.3M
|
163K
$9.73M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
4.11K+ 2.58% |
$222K - $259K
|
163K
$9.73M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.4K+ 4.19% |
$130K - $152K
|
59.8K
$3.56M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.92K+ 15.97% |
$158K - $184K
|
21.2K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-312- 2.55% |
$16.8K - $19.7K
|
11.9K
$711K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-74- 0.19% |
$3.99K - $4.66K
|
37.9K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.26K- 6.07% |
$67.7K - $79.1K
|
19.4K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6K+ 1.15% |
$324K - $378K
|
530K
$31.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
87+ 1.47% |
$4.69K - $5.48K
|
6.01K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-500- 8.65% |
$27K - $31.5K
|
5.28K
$315K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.5K- 4.87% |
$512K - $598K
|
186K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.7K- 24.38% |
$145K - $170K
|
8.36K
$498K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.15% |
$162 - $189
|
2.02K
$120K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.94K- 4.39% |
$104K - $122K
|
42.2K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
769+ 12.28% |
$41.5K - $48.5K
|
7.03K
$419K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.18K+ 5.72% |
$117K - $137K
|
40.2K
$2.4M
|