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, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.93KNew |
$203K - $258K
|
4.93K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
670New |
$27.6K - $35.1K
|
670
$39.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
775New |
$31.9K - $40.6K
|
775
$46.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.34KNew |
$96.6K - $123K
|
2.34K
$140K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.06K- 98.05% |
$43.5K - $55.3K
|
21
$1.25K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
176New |
$7.25K - $9.21K
|
176
$10.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
950New |
$39.1K - $49.7K
|
950
$56.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.98KNew |
$164K - $208K
|
3.98K
$237K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
200New |
$8.24K - $10.5K
|
200
$11.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.82KNew |
$281K - $357K
|
6.82K
$406K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-103Closed |
$4.24K - $5.39K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.98K- 21.3% |
$370K - $470K
|
33.2K
$1.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
252+ 2.1% |
$10.4K - $13.2K
|
12.3K
$731K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
75New |
$3.09K - $3.93K
|
75
$4.47K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.08KNew |
$168K - $214K
|
4.08K
$243K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.11KNew |
$169K - $215K
|
4.11K
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
786New |
$32.4K - $41.1K
|
786
$46.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-40.2K- 30.78% |
$1.66M - $2.1M
|
90.4K
$5.38M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
405New |
$16.7K - $21.2K
|
405
$24.1K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1.29KNew |
$56K - $63.1K
|
1.29K
$77K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.15KNew |
$223K - $251K
|
5.15K
$307K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
10.9KNew |
$472K - $533K
|
10.9K
$650K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.25K- 6.94% |
$184K - $207K
|
56.9K
$3.39M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22.9K+ 108.94% |
$991K - $1.12M
|
43.9K
$2.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
474New |
$20.5K - $23.1K
|
474
$28.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
178New |
$7.71K - $8.69K
|
178
$10.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
343New |
$14.9K - $16.7K
|
343
$20.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
3.72K+ 5.71% |
$161K - $181K
|
68.7K
$4.09M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.52KNew |
$194K - $212K
|
4.52K
$269K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.59KNew |
$154K - $168K
|
3.59K
$214K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.45KNew |
$148K - $162K
|
3.45K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.38KNew |
$102K - $112K
|
2.38K
$142K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.8K+ 249.9% |
$724K - $789K
|
23.6K
$1.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-19.3K- 42.4% |
$830K - $905K
|
26.2K
$1.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.04KNew |
$44.8K - $48.9K
|
1.04K
$62.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
70.4KNew |
$3.03M - $3.3M
|
70.4K
$4.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-808- 0.4% |
$34.8K - $37.9K
|
202K
$12M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
374New |
$16.1K - $17.5K
|
374
$22.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.67K- 14.29% |
$71.9K - $78.4K
|
10K
$597K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 109.76% |
$1.92K - $2.19K
|
86
$5.12K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.6KNew |
$196K - $224K
|
4.6K
$274K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.7K- 54.95% |
$670K - $765K
|
12.9K
$766K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-85- 1.62% |
$3.63K - $4.15K
|
5.18K
$308K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3New |
$128 - $146
|
3
$179
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1New |
$42.7 - $48.8
|
1
$59.6
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-100- 0.29% |
$4.27K - $4.88K
|
34.9K
$2.08M
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
58+ 1.01% |
$2.48K - $2.83K
|
5.8K
$346K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-4.63K- 34.52% |
$198K - $226K
|
8.79K
$524K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
178New |
$7.6K - $8.68K
|
178
$10.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$21.3K - $24.4K
|
500
$29.8K
|
|