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
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.57% |
$105 - $116
|
354
$21.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
20.1KNew |
$1.06M - $1.16M
|
20.1K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.73KNew |
$195K - $215K
|
3.73K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-759- 3.34% |
$39.8K - $43.9K
|
22K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.5KNew |
$78.6K - $86.7K
|
1.5K
$89.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.53KNew |
$185K - $204K
|
3.53K
$210K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
130New |
$6.81K - $7.51K
|
130
$7.74K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.65KNew |
$191K - $211K
|
3.65K
$217K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.26K- 23.22% |
$65.8K - $72.5K
|
4.15K
$247K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-20.5K- 81.7% |
$1.07M - $1.18M
|
4.58K
$273K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
285New |
$14.9K - $16.5K
|
285
$17K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-180- 16.06% |
$9.43K - $10.4K
|
941
$56K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3K- 50.0% |
$157K - $173K
|
3K
$179K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-306- 7.72% |
$16K - $17.7K
|
3.66K
$218K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.49KNew |
$183K - $202K
|
3.49K
$208K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-109- 15.98% |
$5.71K - $6.3K
|
573
$34.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
253New |
$13.3K - $14.6K
|
253
$15.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-63.6K- 94.76% |
$3.33M - $3.67M
|
3.51K
$209K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
120New |
$6.29K - $6.93K
|
120
$7.15K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1- 0.01% |
$49.6 - $57.2
|
7.57K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
590+ 2.84% |
$29.3K - $33.8K
|
21.4K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.4KNew |
$1.31M - $1.51M
|
26.4K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
450+ 22.67% |
$22.3K - $25.8K
|
2.44K
$145K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.5K- 6.44% |
$1.21M - $1.4M
|
355K
$21.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.5K+ 101.16% |
$1.86M - $2.14M
|
74.5K
$4.44M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
107New |
$5.31K - $6.12K
|
107
$6.37K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
400New |
$19.9K - $22.9K
|
400
$23.8K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.2KNew |
$208K - $240K
|
4.2K
$250K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.67KNew |
$232K - $267K
|
4.67K
$278K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-46.4K- 92.89% |
$2.3M - $2.65M
|
3.55K
$212K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.09% |
$199 - $229
|
4.45K
$265K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-52- 0.8% |
$2.58K - $2.98K
|
6.45K
$384K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-864- 13.42% |
$42.9K - $49.4K
|
5.57K
$332K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
400+ 7.55% |
$19.9K - $22.9K
|
5.7K
$339K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
217New |
$10.8K - $12.4K
|
217
$12.9K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.84K+ 9.4% |
$91.4K - $105K
|
21.4K
$1.28M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1New |
$49.6 - $57.2
|
1
$59.6
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
349+ 2.91% |
$17.3K - $20K
|
12.4K
$736K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$49.6 - $57.2
|
5.58K
$332K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
3.51KNew |
$174K - $201K
|
3.51K
$209K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
7+ 35.0% |
$347 - $401
|
27
$1.61K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.01% |
$99.3 - $114
|
17.9K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-635- 14.59% |
$31.5K - $36.3K
|
3.72K
$221K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.06KNew |
$201K - $232K
|
4.06K
$242K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.14KNew |
$88.2K - $112K
|
2.14K
$127K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-204- 3.2% |
$8.4K - $10.7K
|
6.17K
$367K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 28.57% |
$412 - $523
|
25
$1.49K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.14KNew |
$88.3K - $112K
|
2.14K
$128K
|
|