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 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
9.8K+ 10.17% |
$503K - $586K
|
106K
$6.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-191- 2.31% |
$9.81K - $11.4K
|
8.06K
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.5K- 70.0% |
$180K - $209K
|
1.5K
$91.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-16.9K- 9.57% |
$867K - $1.01M
|
160K
$9.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.52K- 3.29% |
$232K - $271K
|
133K
$8.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.37K- 12.99% |
$122K - $142K
|
15.9K
$969K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-721- 0.52% |
$37K - $43.1K
|
139K
$8.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2+ 0.04% |
$103 - $120
|
4.57K
$279K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-322- 5.03% |
$16.5K - $19.3K
|
6.08K
$371K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.66K+ 20.71% |
$137K - $159K
|
15.5K
$947K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-218- 1.1% |
$11.2K - $13K
|
19.6K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
515+ 12.13% |
$26.4K - $30.8K
|
4.76K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 63.33% |
$63K - $73.3K
|
3.16K
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.11K- 2.95% |
$57K - $66.5K
|
36.5K
$2.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-745- 3.78% |
$38.3K - $44.6K
|
19K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-130- 2.89% |
$6.68K - $7.78K
|
4.37K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 7.45% |
$53.7K - $62.6K
|
13K
$793K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.34K- 0.85% |
$68.9K - $80.2K
|
156K
$9.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-100- 0.57% |
$5.14K - $5.98K
|
17.3K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-4.92K- 3.54% |
$252K - $294K
|
134K
$8.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.11K- 3.31% |
$108K - $126K
|
61.4K
$3.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-275- 18.21% |
$14.1K - $16.5K
|
1.24K
$75.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
708+ 1.36% |
$36.4K - $42.4K
|
52.7K
$3.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-647- 1.18% |
$33.2K - $38.7K
|
54.1K
$3.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
60.7KNew |
$3.12M - $3.63M
|
60.7K
$3.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.06% |
$51.4 - $59.8
|
1.56K
$95.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.68K+ 9.64% |
$343K - $399K
|
75.9K
$4.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
510New |
$26.2K - $30.5K
|
510
$31.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
601+ 3.17% |
$30.9K - $36K
|
19.6K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2- 0.02% |
$103 - $120
|
10.3K
$629K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
191+ 2.56% |
$9.81K - $11.4K
|
7.65K
$467K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.14K+ 13.12% |
$161K - $188K
|
27.1K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.37K- 1.88% |
$276K - $321K
|
281K
$17.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.72K+ 6.58% |
$396K - $462K
|
125K
$7.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
176New |
$9.04K - $10.5K
|
176
$10.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
444+ 0.97% |
$22.8K - $26.6K
|
46.1K
$2.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
150New |
$7.7K - $8.97K
|
150
$9.15K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-169K- 54.88% |
$8.66M - $10.1M
|
139K
$8.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.03% |
$51.4 - $59.8
|
3.63K
$221K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.3K- 52.34% |
$375K - $437K
|
6.65K
$406K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
334+ 2.71% |
$17.5K - $19.3K
|
12.6K
$772K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
15.9KNew |
$831K - $917K
|
15.9K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.2KNew |
$168K - $185K
|
3.2K
$195K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$843K - $929K
|
16.1K
$981K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-500- 22.25% |
$26.2K - $28.9K
|
1.75K
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-752- 10.47% |
$39.4K - $43.5K
|
6.43K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
20.1KNew |
$1.06M - $1.16M
|
20.1K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
690New |
$36.2K - $39.9K
|
690
$42.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.57% |
$105 - $116
|
354
$21.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
930+ 4.52% |
$48.7K - $53.7K
|
21.5K
$1.31M
|
|