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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1+ 0.03% |
$48.4 - $59.3
|
3.92K
$242K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-372- 1.59% |
$18K - $22K
|
23K
$1.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.74K+ 22.17% |
$133K - $162K
|
15.1K
$934K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.4K- 4.27% |
$746K - $913K
|
345K
$21.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.16K- 2.52% |
$201K - $246K
|
161K
$9.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-17- 0.02% |
$823 - $1.01K
|
112K
$6.94M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.99K- 1.84% |
$387K - $474K
|
426K
$26.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.74KNew |
$181K - $222K
|
3.74K
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-372- 2.57% |
$18K - $22K
|
14.1K
$872K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-955- 9.07% |
$46.3K - $56.6K
|
9.58K
$592K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
225+ 13.23% |
$10.9K - $13.3K
|
1.93K
$119K
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-4.83K- 50.0% |
$234K - $286K
|
4.83K
$298K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.89K- 1.82% |
$140K - $171K
|
156K
$9.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-324- 0.86% |
$15.7K - $19.2K
|
37.2K
$2.3M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-673- 8.77% |
$32.6K - $39.9K
|
7K
$433K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.05K+ 15.41% |
$99.4K - $122K
|
15.4K
$950K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.16% |
$387 - $474
|
4.96K
$307K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1+ 0.01% |
$48.4 - $59.3
|
16K
$992K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
3.63K+ 7.92% |
$176K - $215K
|
49.4K
$3.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.8K+ 63.31% |
$523K - $640K
|
27.8K
$1.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
4.68K+ 25.45% |
$227K - $277K
|
23.1K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.5K- 10.95% |
$121K - $148K
|
20.3K
$1.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
242+ 0.6% |
$11.7K - $14.3K
|
40.5K
$2.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-278- 1.05% |
$13.5K - $16.5K
|
26.3K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
130+ 2.34% |
$6.3K - $7.7K
|
5.67K
$351K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.7K+ 13.46% |
$276K - $338K
|
48.1K
$2.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.25K+ 4.57% |
$109K - $134K
|
51.6K
$3.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.24K+ 0.39% |
$108K - $133K
|
577K
$35.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
11.1K+ 9.05% |
$537K - $656K
|
133K
$8.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.32K+ 1.93% |
$258K - $315K
|
281K
$17.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.5K- 6.16% |
$507K - $621K
|
160K
$9.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.17K- 18.09% |
$250K - $306K
|
23.4K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.22K- 10.42% |
$156K - $191K
|
27.7K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$194 - $237
|
5.31K
$328K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
24+ 0.16% |
$1.16K - $1.42K
|
14.7K
$911K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 0.16% |
$145 - $178
|
1.91K
$118K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.17K+ 1.19% |
$56.5K - $69.1K
|
99.1K
$6.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-355- 2.03% |
$17.2K - $21K
|
17.2K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-40- 0.48% |
$1.94K - $2.37K
|
8.24K
$509K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-460- 0.59% |
$22.3K - $27.3K
|
78K
$4.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.15K- 4.88% |
$55.6K - $68K
|
22.4K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-320- 2.15% |
$15.5K - $19K
|
14.6K
$902K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
786+ 0.83% |
$38.1K - $46.6K
|
95.2K
$5.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
5.67KNew |
$275K - $336K
|
5.67K
$351K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-914- 1.74% |
$44.3K - $54.2K
|
51.6K
$3.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.35K+ 10.29% |
$114K - $139K
|
25.2K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
74.8KNew |
$3.62M - $4.43M
|
74.8K
$4.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3.76KNew |
$182K - $223K
|
3.76K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-1.29K- 0.56% |
$62.4K - $76.3K
|
227K
$14M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
401New |
$19.4K - $23.8K
|
401
$24.8K
|