Latest Institutional Purchases of First Trust Dorsey Wright Focu (FV)
This list provides information on the latest institutional transactions involving First Trust Dorsey Wright Focu (FV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
175K+ 17.21% |
$8.48M - $10.4M
|
1.19M
$72M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
156K+ 171.46% |
$7.56M - $9.25M
|
247K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
122K+ 1587.09% |
$5.92M - $7.24M
|
130K
$7.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
74.8KNew |
$3.62M - $4.43M
|
74.8K
$4.52M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
72.6KNew |
$3.52M - $4.3M
|
72.6K
$4.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
72KNew |
$3.49M - $4.27M
|
72K
$4.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
49.5K+ 5826.0% |
$2.4M - $2.93M
|
50.4K
$3.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
43.8K+ 23.59% |
$2.12M - $2.59M
|
229K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.3KNew |
$1.32M - $1.62M
|
27.3K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27K+ 6.99% |
$1.31M - $1.6M
|
413K
$24.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
22K+ 13.68% |
$1.06M - $1.3M
|
182K
$11M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
21.7K+ 2.75% |
$1.05M - $1.29M
|
812K
$49.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
20.6K+ 1.52% |
$1M - $1.22M
|
1.38M
$83.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.5KNew |
$799K - $977K
|
16.5K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.3K+ 7.86% |
$691K - $846K
|
196K
$11.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12K+ 2.26% |
$581K - $711K
|
542K
$32.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
11.7K+ 42.82% |
$568K - $695K
|
39.1K
$2.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.1K+ 2.15% |
$537K - $657K
|
527K
$31.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
11.1K+ 9.05% |
$537K - $656K
|
133K
$8.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.8K+ 63.31% |
$523K - $640K
|
27.8K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6K+ 15.33% |
$515K - $631K
|
80.1K
$4.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.66K+ 125.51% |
$468K - $573K
|
17.4K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.5K+ 12.73% |
$460K - $563K
|
84.1K
$5.08M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.44K+ 27.29% |
$457K - $559K
|
44K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.24K+ 17.89% |
$399K - $488K
|
54.3K
$3.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.04K+ 0.28% |
$390K - $477K
|
2.85M
$172M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.5K+ 123.48% |
$363K - $444K
|
13.6K
$820K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.29K+ 45.64% |
$353K - $432K
|
23.3K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.7KNew |
$324K - $397K
|
6.7K
$404K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.43K+ 1.68% |
$312K - $381K
|
390K
$23.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.7K+ 13.46% |
$276K - $338K
|
48.1K
$2.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
5.67KNew |
$275K - $336K
|
5.67K
$343K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.53KNew |
$268K - $328K
|
5.53K
$334K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.52K+ 25.99% |
$267K - $327K
|
26.7K
$1.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.32K+ 1.93% |
$258K - $315K
|
281K
$17M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
5.01K+ 1.1% |
$243K - $297K
|
461K
$27.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
4.68K+ 25.45% |
$227K - $277K
|
23.1K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.66K+ 1.5% |
$225K - $276K
|
314K
$19M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.51K+ 56.68% |
$218K - $267K
|
12.5K
$752K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.29K+ 0.55% |
$208K - $254K
|
788K
$47.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.08K+ 48.13% |
$197K - $242K
|
12.5K
$758K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.98KNew |
$193K - $236K
|
3.98K
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3.76KNew |
$182K - $223K
|
3.76K
$227K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.74KNew |
$181K - $222K
|
3.74K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.73K+ 11.78% |
$181K - $221K
|
35.4K
$2.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
3.63K+ 7.92% |
$176K - $215K
|
49.4K
$2.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.51K+ 36.96% |
$170K - $208K
|
13K
$784K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
3.42K+ 3.15% |
$166K - $203K
|
112K
$6.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.14K+ 5.64% |
$152K - $186K
|
58.9K
$3.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.08KNew |
$149K - $183K
|
3.08K
$186K
|