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 |
|---|---|---|---|---|---|---|---|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.59KNew |
$154K - $168K
|
3.59K
$219K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.45KNew |
$148K - $162K
|
3.45K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.38KNew |
$102K - $112K
|
2.38K
$145K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.8K+ 249.9% |
$724K - $789K
|
23.6K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
581New |
$25K - $27.3K
|
581
$35.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-19.3K- 42.4% |
$830K - $905K
|
26.2K
$1.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.04KNew |
$44.8K - $48.9K
|
1.04K
$63.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
70.4KNew |
$3.03M - $3.3M
|
70.4K
$4.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
23+ 0.43% |
$989 - $1.08K
|
5.43K
$331K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-808- 0.4% |
$34.8K - $37.9K
|
202K
$12.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-359- 4.16% |
$15.4K - $16.8K
|
8.28K
$505K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.61KNew |
$69.4K - $75.7K
|
1.61K
$98.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
374New |
$16.1K - $17.5K
|
374
$22.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.67K- 14.29% |
$71.9K - $78.4K
|
10K
$612K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.52% |
$86 - $93.8
|
383
$23.4K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 109.76% |
$1.92K - $2.19K
|
86
$5.25K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.6KNew |
$196K - $224K
|
4.6K
$281K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.42K- 48.62% |
$274K - $313K
|
6.78K
$414K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.7K- 54.95% |
$670K - $765K
|
12.9K
$785K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-85- 1.62% |
$3.63K - $4.15K
|
5.18K
$316K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3New |
$128 - $146
|
3
$183
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1New |
$42.7 - $48.8
|
1
$61
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-100- 0.29% |
$4.27K - $4.88K
|
34.9K
$2.13M
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
58+ 1.01% |
$2.48K - $2.83K
|
5.8K
$354K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-4.63K- 34.52% |
$198K - $226K
|
8.79K
$536K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
178New |
$7.6K - $8.68K
|
178
$10.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$21.3K - $24.4K
|
500
$30.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
690New |
$29.4K - $33.7K
|
690
$42.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-751- 59.89% |
$32.1K - $36.6K
|
503
$30.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-500- 54.05% |
$21.3K - $24.4K
|
425
$25.9K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.73KNew |
$73.8K - $85.1K
|
1.73K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
951New |
$40.7K - $46.9K
|
951
$58K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.99KNew |
$342K - $394K
|
7.99K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
11.6KNew |
$496K - $572K
|
11.6K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 12.87% |
$115K - $132K
|
18.2K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
991New |
$42.4K - $48.9K
|
991
$60.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
11.6KNew |
$497K - $572K
|
11.6K
$708K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
43.7KNew |
$1.87M - $2.15M
|
43.7K
$2.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
31.5KNew |
$1.35M - $1.56M
|
31.5K
$1.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.42KNew |
$403K - $464K
|
9.42K
$574K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
4.35KNew |
$186K - $215K
|
4.35K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
130New |
$5.56K - $6.41K
|
130
$7.93K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
19.4KNew |
$828K - $955K
|
19.4K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4.6KNew |
$197K - $227K
|
4.6K
$281K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.47KNew |
$106K - $122K
|
2.47K
$151K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-5.41K- 4.83% |
$232K - $267K
|
107K
$6.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 58.44% |
$64.3K - $74.1K
|
1.07K
$65.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
4.85KNew |
$207K - $239K
|
4.85K
$296K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
221New |
$9.46K - $10.9K
|
221
$13.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-97- 7.0% |
$4.15K - $4.78K
|
1.29K
$78.6K
|
|