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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
477New |
$27.4K - $30K
|
477
$28.4K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
5.89KNew |
$338K - $370K
|
5.89K
$351K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
167+ 1.58% |
$9.6K - $10.5K
|
10.7K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.31K- 23.34% |
$75.5K - $82.5K
|
4.32K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.31KNew |
$75.5K - $82.5K
|
1.31K
$78.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.59KNew |
$551K - $602K
|
9.59K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.32KNew |
$478K - $523K
|
8.32K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.75KNew |
$216K - $236K
|
3.75K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-252- 5.07% |
$14.5K - $15.8K
|
4.72K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
743New |
$42.7K - $46.7K
|
743
$44.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.06% |
$115 - $126
|
3.63K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-200- 0.89% |
$11.5K - $12.6K
|
22.4K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
25New |
$1.44K - $1.57K
|
25
$1.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
5.5KNew |
$316K - $346K
|
5.5K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.4KNew |
$195K - $214K
|
3.4K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7.62KNew |
$438K - $479K
|
7.62K
$454K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8+ 0.72% |
$460 - $503
|
1.12K
$66.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
198New |
$11.4K - $12.4K
|
198
$11.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.12KNew |
$122K - $133K
|
2.12K
$126K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-31- 0.41% |
$1.78K - $1.95K
|
7.62K
$454K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
343KNew |
$19.7M - $21.5M
|
343K
$20.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-434- 11.21% |
$24.9K - $27.3K
|
3.44K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
97.5KNew |
$5.6M - $6.12M
|
97.5K
$5.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-117- 2.15% |
$6.72K - $7.35K
|
5.32K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-339- 3.83% |
$19.5K - $21.3K
|
8.51K
$507K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.38K- 21.95% |
$137K - $149K
|
8.46K
$504K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1+ 0.03% |
$57.5 - $62.8
|
3.92K
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
187New |
$10.7K - $11.7K
|
187
$11.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4.52K+ 5.07% |
$260K - $284K
|
93.7K
$5.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-372- 0.55% |
$21.4K - $23.4K
|
66.7K
$3.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-171- 10.6% |
$9.83K - $10.7K
|
1.44K
$85.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
40.2K+ 258.93% |
$2.31M - $2.53M
|
55.7K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-483- 9.4% |
$27.8K - $30.3K
|
4.66K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-76- 0.24% |
$4.37K - $4.77K
|
31.7K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-20.1K- 85.26% |
$1.15M - $1.26M
|
3.47K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-50- 3.25% |
$2.87K - $3.14K
|
1.49K
$88.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.75K- 59.86% |
$101K - $110K
|
1.18K
$70K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
36New |
$2.07K - $2.26K
|
36
$2.14K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
298New |
$17.1K - $18.7K
|
298
$17.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
394New |
$22.6K - $24.8K
|
394
$23.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-235- 4.02% |
$13.5K - $14.8K
|
5.61K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.26% |
$57.5 - $62.8
|
384
$22.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
40+ 0.5% |
$2.3K - $2.51K
|
8.08K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
864New |
$49.7K - $54.3K
|
864
$51.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
452New |
$26K - $28.4K
|
452
$26.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
36New |
$2.07K - $2.26K
|
36
$2.14K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-88- 1.98% |
$5.06K - $5.53K
|
4.36K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-122- 3.16% |
$7.01K - $7.66K
|
3.74K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.65K- 70.52% |
$497K - $544K
|
3.62K
$215K
|