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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-900- 69.23% |
$48.5K - $56.7K
|
400
$24.7K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.5KNew |
$1.54M - $1.8M
|
28.5K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
167New |
$9K - $10.5K
|
167
$10.3K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.36K+ 32.97% |
$397K - $464K
|
29.7K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.2K+ 82.14% |
$496K - $580K
|
20.4K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-145- 28.71% |
$7.82K - $9.14K
|
360
$22.2K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
200+ 2.43% |
$10.8K - $12.6K
|
8.43K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
200New |
$10.8K - $12.6K
|
200
$12.4K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
106+ 18.24% |
$5.71K - $6.68K
|
687
$42.5K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-485- 5.71% |
$26.1K - $30.6K
|
8.01K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90New |
$4.85K - $5.67K
|
90
$5.56K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-340- 0.38% |
$18.3K - $21.4K
|
90.2K
$5.57M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-710- 12.67% |
$38.3K - $44.8K
|
4.9K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1+ 0.02% |
$53.9 - $63
|
4.57K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.87K- 27.18% |
$263K - $307K
|
13K
$806K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.06K- 45.3% |
$165K - $193K
|
3.7K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
4.11K+ 2.58% |
$222K - $259K
|
163K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
163KNew |
$8.81M - $10.3M
|
163K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-500- 8.65% |
$27K - $31.5K
|
5.28K
$326K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$377 - $441
|
3.76K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4- 0.02% |
$216 - $252
|
17K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3+ 0.08% |
$162 - $189
|
3.74K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
609+ 82.19% |
$32.8K - $38.4K
|
1.35K
$83.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-4.4K- 4.87% |
$237K - $277K
|
85.9K
$5.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-91.3K- 99.98% |
$4.92M - $5.75M
|
16
$989
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
800New |
$43.1K - $50.4K
|
800
$49.4K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
76New |
$4.1K - $4.79K
|
76
$4.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
439+ 0.69% |
$23.7K - $27.7K
|
64.3K
$3.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
11.3KNew |
$610K - $713K
|
11.3K
$700K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
1.26K+ 2.79% |
$67.9K - $79.4K
|
46.3K
$2.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
507New |
$27.3K - $32K
|
507
$31.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
133New |
$7.17K - $8.38K
|
133
$8.22K
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-152- 0.85% |
$8.19K - $9.58K
|
17.8K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-170- 34.0% |
$9.16K - $10.7K
|
330
$20.4K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-368- 3.32% |
$19.8K - $23.2K
|
10.7K
$661K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-400K- 98.18% |
$21.6M - $25.2M
|
7.42K
$459K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
94+ 1.77% |
$5.07K - $5.92K
|
5.41K
$334K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
378New |
$21.7K - $23.7K
|
378
$23.4K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
205New |
$11.8K - $12.9K
|
205
$12.7K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
477New |
$27.4K - $30K
|
477
$29.5K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
5.89KNew |
$338K - $370K
|
5.89K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.31K- 23.34% |
$75.5K - $82.5K
|
4.32K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.31KNew |
$75.5K - $82.5K
|
1.31K
$81.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.75KNew |
$216K - $236K
|
3.75K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-252- 5.07% |
$14.5K - $15.8K
|
4.72K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
743New |
$42.7K - $46.7K
|
743
$45.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.32KNew |
$478K - $523K
|
8.32K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.59KNew |
$551K - $602K
|
9.59K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
25New |
$1.44K - $1.57K
|
25
$1.55K
|
|