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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-200- 2.35% |
$10.3K - $12K
|
8.32K
$509K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.54K- 34.38% |
$78.8K - $91.8K
|
2.93K
$179K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-341- 2.14% |
$17.5K - $20.4K
|
15.6K
$952K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.85K- 0.56% |
$147K - $171K
|
506K
$30.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
519+ 2.19% |
$26.7K - $31K
|
24.2K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.8K+ 6.68% |
$1.53M - $1.78M
|
475K
$29.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
121+ 0.42% |
$6.21K - $7.24K
|
28.7K
$1.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-300- 1.37% |
$15.4K - $17.9K
|
21.6K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.1K+ 1101.97% |
$1.49M - $1.74M
|
31.7K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$51.4 - $59.8
|
4.94K
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3KNew |
$154K - $179K
|
3K
$183K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$51.4 - $59.8
|
4.86K
$297K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
44+ 0.55% |
$2.26K - $2.63K
|
8.04K
$492K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-11- 0.1% |
$565 - $658
|
10.8K
$663K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
46+ 9.47% |
$2.36K - $2.75K
|
532
$32.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.69K- 14.54% |
$189K - $220K
|
21.7K
$1.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.3K+ 3.41% |
$66.7K - $77.6K
|
39.3K
$2.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.53K+ 5.78% |
$233K - $271K
|
82.9K
$5.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-162- 4.03% |
$8.32K - $9.69K
|
3.86K
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
473+ 1.05% |
$24.3K - $28.3K
|
45.4K
$2.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1+ 0.0% |
$51.4 - $59.8
|
22.7K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.43K+ 7.92% |
$125K - $145K
|
33.1K
$2.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$526K - $613K
|
10.3K
$627K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.4K+ 33.57% |
$71.9K - $83.7K
|
5.57K
$341K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3.61KNew |
$185K - $216K
|
3.61K
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.81K+ 61.41% |
$349K - $407K
|
17.9K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.96K+ 54.64% |
$152K - $177K
|
8.38K
$513K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
4.63KNew |
$238K - $277K
|
4.63K
$283K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 6.54% |
$63.6K - $74.1K
|
17.7K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.11K+ 10.02% |
$56.7K - $66.1K
|
12.1K
$742K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
541+ 1.54% |
$27.8K - $32.4K
|
35.7K
$2.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.88K+ 3.18% |
$199K - $232K
|
126K
$7.7M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
483K+ 7073.06% |
$24.8M - $28.9M
|
489K
$29.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-132- 0.95% |
$6.78K - $7.9K
|
13.7K
$840K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.06K- 19.25% |
$54.4K - $63.4K
|
4.45K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-106K- 35.17% |
$5.43M - $6.33M
|
195K
$11.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.3KNew |
$630K - $734K
|
12.3K
$750K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.06K- 2.95% |
$54.5K - $63.5K
|
34.9K
$2.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9+ 0.06% |
$462 - $538
|
14.7K
$898K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64.6K- 2.24% |
$3.32M - $3.86M
|
2.81M
$172M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.4K+ 2.92% |
$2.43M - $2.83M
|
1.67M
$102M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.1K+ 1.93% |
$927K - $1.08M
|
954K
$58.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
581+ 0.65% |
$29.8K - $34.8K
|
89.8K
$5.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.03KNew |
$52.9K - $61.6K
|
1.03K
$63K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
24.3K+ 4.98% |
$1.25M - $1.45M
|
512K
$31.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-160- 2.15% |
$8.22K - $9.57K
|
7.27K
$444K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.31KNew |
$221K - $258K
|
4.31K
$263K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
178+ 1.78% |
$9.14K - $10.6K
|
10.2K
$622K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.8K+ 8.83% |
$711K - $828K
|
171K
$10.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
723+ 0.16% |
$37.1K - $43.2K
|
454K
$27.8M
|