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 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$96.9 - $119
|
1.52K
$94.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-55- 0.25% |
$2.66K - $3.26K
|
22K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.66K+ 125.51% |
$468K - $573K
|
17.4K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.07K+ 10.0% |
$100K - $123K
|
22.8K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-50- 33.33% |
$2.42K - $2.96K
|
100
$6.18K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
817+ 7.97% |
$39.6K - $48.4K
|
11.1K
$684K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.4K- 53.16% |
$698K - $855K
|
12.7K
$785K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.4K+ 97.36% |
$68K - $83.2K
|
2.85K
$176K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 0.17% |
$969 - $1.19K
|
11.7K
$722K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.53K- 6.87% |
$123K - $150K
|
34.4K
$2.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.43K+ 1.68% |
$312K - $381K
|
390K
$24.1M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
240New |
$11.6K - $14.2K
|
240
$14.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-51- 1.09% |
$2.47K - $3.02K
|
4.63K
$286K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.79K- 1.67% |
$86.7K - $106K
|
105K
$6.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.13% |
$96.9 - $119
|
1.57K
$96.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-24- 4.49% |
$1.16K - $1.42K
|
510
$31.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.86K- 1.78% |
$429K - $525K
|
488K
$30.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.02K+ 0.82% |
$49.3K - $60.3K
|
125K
$7.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-356- 5.6% |
$17.2K - $21.1K
|
6K
$371K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.87K- 15.92% |
$139K - $170K
|
15.1K
$935K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-24.9K- 15.06% |
$1.2M - $1.47M
|
140K
$8.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
759+ 17.56% |
$36.8K - $45K
|
5.08K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.49K+ 4.46% |
$72.2K - $88.3K
|
34.9K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-7.41K- 5.66% |
$359K - $439K
|
123K
$7.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.29K+ 45.64% |
$353K - $432K
|
23.3K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-13.5K- 53.91% |
$654K - $800K
|
11.5K
$713K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-594- 19.99% |
$28.8K - $35.2K
|
2.38K
$147K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-339- 4.51% |
$16.4K - $20.1K
|
7.18K
$444K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
607New |
$29.4K - $36K
|
607
$37.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.65K- 4.99% |
$322K - $394K
|
126K
$7.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1- -0.0% |
$48.4 - $59.3
|
22.5K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-187- 1.18% |
$9.06K - $11.1K
|
15.6K
$966K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-345- 60.74% |
$16.7K - $20.4K
|
223
$13.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
72KNew |
$3.49M - $4.27M
|
72K
$4.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32- 0.03% |
$1.55K - $1.9K
|
114K
$7.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-18- 0.03% |
$872 - $1.07K
|
62.2K
$3.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.08KNew |
$149K - $183K
|
3.08K
$191K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.1% |
$242 - $296
|
4.95K
$306K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
5.01K+ 1.1% |
$243K - $297K
|
461K
$28.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.05% |
$96.9 - $119
|
4.35K
$269K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
440+ 2.34% |
$21.3K - $26.1K
|
19.2K
$1.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-780- 0.82% |
$37.8K - $46.2K
|
94.3K
$5.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
141+ 11.42% |
$6.83K - $8.36K
|
1.38K
$85K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$96.9 - $119
|
12.8K
$792K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-467- 8.5% |
$22.6K - $27.7K
|
5.03K
$311K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
15.6KNew |
$840K - $983K
|
15.6K
$963K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-20- 0.53% |
$1.08K - $1.26K
|
3.76K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-500- 2.74% |
$27K - $31.5K
|
17.7K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.29KNew |
$285K - $333K
|
5.29K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.05KNew |
$218K - $255K
|
4.05K
$250K
|
|