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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.11KNew |
$110K - $122K
|
2.11K
$129K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.66K- 22.29% |
$139K - $154K
|
9.27K
$567K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.73KNew |
$195K - $215K
|
3.73K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-100- 0.44% |
$5.24K - $5.78K
|
22.6K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-759- 3.34% |
$39.8K - $43.9K
|
22K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-386K- 97.85% |
$20.3M - $22.3M
|
8.49K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5- 0.98% |
$262 - $289
|
505
$30.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
307New |
$16.1K - $17.7K
|
307
$18.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.5KNew |
$78.6K - $86.7K
|
1.5K
$91.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.53KNew |
$185K - $204K
|
3.53K
$216K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
130New |
$6.81K - $7.51K
|
130
$7.95K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.65KNew |
$191K - $211K
|
3.65K
$223K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.62K+ 5.5% |
$294K - $324K
|
108K
$6.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.05% |
$52.4 - $57.8
|
2.01K
$123K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.05% |
$52.4 - $57.8
|
2.16K
$132K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.26K- 23.22% |
$65.8K - $72.5K
|
4.15K
$254K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-20.5K- 81.7% |
$1.07M - $1.18M
|
4.58K
$280K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
285New |
$14.9K - $16.5K
|
285
$17.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-359- 2.53% |
$18.8K - $20.7K
|
13.8K
$846K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-180- 16.06% |
$9.43K - $10.4K
|
941
$57.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3K- 50.0% |
$157K - $173K
|
3K
$183K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-306- 7.72% |
$16K - $17.7K
|
3.66K
$224K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-109- 15.98% |
$5.71K - $6.3K
|
573
$35K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
SELL
|
- |
-31.8K- 11.96% |
$1.67M - $1.84M
|
234K
$14.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.49KNew |
$183K - $202K
|
3.49K
$214K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
253New |
$13.3K - $14.6K
|
253
$15.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-63.6K- 94.76% |
$3.33M - $3.67M
|
3.51K
$215K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
120New |
$6.29K - $6.93K
|
120
$7.34K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$52.4 - $57.8
|
1.52K
$92.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.65K+ 317.96% |
$296K - $326K
|
7.42K
$454K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
66.3KNew |
$3.29M - $3.8M
|
66.3K
$4.06M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1- 0.01% |
$49.6 - $57.2
|
7.57K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
590+ 2.84% |
$29.3K - $33.8K
|
21.4K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.4KNew |
$1.31M - $1.51M
|
26.4K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.5K+ 101.16% |
$1.86M - $2.14M
|
74.5K
$4.56M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.5K- 6.44% |
$1.21M - $1.4M
|
355K
$21.7M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
450+ 22.67% |
$22.3K - $25.8K
|
2.44K
$149K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.9KNew |
$343K - $395K
|
6.9K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
107New |
$5.31K - $6.12K
|
107
$6.54K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
400New |
$19.9K - $22.9K
|
400
$24.5K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.2KNew |
$208K - $240K
|
4.2K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.67KNew |
$232K - $267K
|
4.67K
$286K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
4.77K+ 19.64% |
$237K - $273K
|
29K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.09% |
$199 - $229
|
4.45K
$272K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-46.4K- 92.89% |
$2.3M - $2.65M
|
3.55K
$217K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-52- 0.8% |
$2.58K - $2.98K
|
6.45K
$394K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-864- 13.42% |
$42.9K - $49.4K
|
5.57K
$341K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
400+ 7.55% |
$19.9K - $22.9K
|
5.7K
$349K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
217New |
$10.8K - $12.4K
|
217
$13.3K
|
|