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 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
5.5KNew |
$316K - $346K
|
5.5K
$340K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.4KNew |
$195K - $214K
|
3.4K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7.62KNew |
$438K - $479K
|
7.62K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8+ 0.72% |
$460 - $503
|
1.12K
$69.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
198New |
$11.4K - $12.4K
|
198
$12.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.12KNew |
$122K - $133K
|
2.12K
$131K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
343KNew |
$19.7M - $21.5M
|
343K
$21.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-434- 11.21% |
$24.9K - $27.3K
|
3.44K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
97.5KNew |
$5.6M - $6.12M
|
97.5K
$6.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-31- 0.41% |
$1.78K - $1.95K
|
7.62K
$471K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.38K- 21.95% |
$137K - $149K
|
8.46K
$523K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-339- 3.83% |
$19.5K - $21.3K
|
8.51K
$526K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
187New |
$10.7K - $11.7K
|
187
$11.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4.52K+ 5.07% |
$260K - $284K
|
93.7K
$5.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-372- 0.55% |
$21.4K - $23.4K
|
66.7K
$4.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-483- 9.4% |
$27.8K - $30.3K
|
4.66K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-20.1K- 85.26% |
$1.15M - $1.26M
|
3.47K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-50- 3.25% |
$2.87K - $3.14K
|
1.49K
$92.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
394New |
$22.6K - $24.8K
|
394
$24.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
298New |
$17.1K - $18.7K
|
298
$18.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
36New |
$2.07K - $2.26K
|
36
$2.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.75K- 59.86% |
$101K - $110K
|
1.18K
$72.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-235- 4.02% |
$13.5K - $14.8K
|
5.61K
$347K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
40+ 0.5% |
$2.3K - $2.51K
|
8.08K
$499K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
864New |
$49.7K - $54.3K
|
864
$53.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
452New |
$26K - $28.4K
|
452
$27.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
36New |
$2.07K - $2.26K
|
36
$2.22K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-122- 3.16% |
$7.01K - $7.66K
|
3.74K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.65K- 70.52% |
$497K - $544K
|
3.62K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-100- 4.33% |
$5.75K - $6.28K
|
2.21K
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-400- 9.76% |
$23K - $25.1K
|
3.7K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
812+ 12.94% |
$46.7K - $51K
|
7.09K
$438K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
49New |
$2.82K - $3.08K
|
49
$3.03K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-251- 16.78% |
$14.4K - $15.8K
|
1.25K
$76.9K
|
|
| Q3 2024 | |||||||
|
Jul 30, 2025
Q3 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1.69K+ 49.99% |
$87K - $101K
|
5.08K
$314K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
500New |
$25.7K - $29.9K
|
500
$30.9K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
8.3KNew |
$426K - $497K
|
8.3K
$513K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2New |
$103 - $120
|
2
$124
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.6KNew |
$236K - $275K
|
4.6K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
43+ 0.99% |
$2.21K - $2.57K
|
4.4K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-266- 6.92% |
$13.7K - $15.9K
|
3.58K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.2KNew |
$472K - $550K
|
9.2K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-28- 11.43% |
$1.44K - $1.67K
|
217
$13.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2New |
$103 - $120
|
2
$124
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.55K+ 12.18% |
$182K - $212K
|
32.7K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
294New |
$15.1K - $17.6K
|
294
$18.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.03KNew |
$361K - $420K
|
7.03K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.52KNew |
$232K - $271K
|
4.52K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$51.4 - $59.8
|
3.7K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
123New |
$6.32K - $7.36K
|
123
$7.6K
|
|