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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
163KNew |
$8.81M - $10.3M
|
163K
$8.72M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
160KNew |
$8.65M - $10.1M
|
160K
$8.56M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
144K+ 154.48% |
$7.76M - $9.07M
|
237K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
128K+ 2333.34% |
$6.88M - $8.05M
|
133K
$7.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
23.8KNew |
$1.28M - $1.5M
|
23.8K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
16KNew |
$861K - $1.01M
|
16K
$853K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
11.5K+ 3.84% |
$617K - $722K
|
310K
$16.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
11.3KNew |
$610K - $713K
|
11.3K
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.3K+ 195.71% |
$608K - $711K
|
17K
$910K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.65K+ 97.76% |
$520K - $608K
|
19.5K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.24K+ 6.68% |
$498K - $582K
|
148K
$7.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.7KNew |
$415K - $485K
|
7.7K
$411K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.62K+ 1.34% |
$411K - $481K
|
575K
$30.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.17K+ 2.03% |
$387K - $452K
|
361K
$19.2M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
6.44K+ 5.56% |
$347K - $406K
|
122K
$6.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.38K+ 7.25% |
$344K - $402K
|
94.4K
$5.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6.03K+ 1.34% |
$325K - $380K
|
456K
$24.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6K+ 1.15% |
$324K - $378K
|
530K
$28.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.83K+ 39.25% |
$314K - $368K
|
20.7K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.49K+ 3.53% |
$242K - $283K
|
132K
$7.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.34K+ 108475.0% |
$234K - $273K
|
4.34K
$232K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
4.11K+ 2.58% |
$222K - $259K
|
163K
$8.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.59K+ 13.14% |
$194K - $226K
|
30.9K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.57K+ 3.09% |
$193K - $225K
|
119K
$6.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.07K+ 2.54% |
$165K - $193K
|
124K
$6.61M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.92K+ 15.97% |
$158K - $184K
|
21.2K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.58K+ 6.47% |
$139K - $162K
|
42.4K
$2.26M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.4K+ 4.19% |
$130K - $152K
|
59.8K
$3.19M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.18K+ 5.72% |
$117K - $137K
|
40.2K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.92K+ 2.89% |
$104K - $121K
|
68.3K
$3.65M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
1.26K+ 2.79% |
$67.9K - $79.4K
|
46.3K
$2.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
1.2K+ 27.48% |
$64.4K - $75.3K
|
5.54K
$296K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.12K+ 5.15% |
$60.2K - $70.3K
|
22.8K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.04K+ 2.01% |
$55.8K - $65.2K
|
52.5K
$2.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
966+ 1.84% |
$52.1K - $60.9K
|
53.4K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
932+ 2.33% |
$50.2K - $58.7K
|
40.9K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
899+ 3.25% |
$48.5K - $56.7K
|
28.6K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
842+ 3.95% |
$45.4K - $53.1K
|
22.2K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
800New |
$43.1K - $50.4K
|
800
$42.7K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
769+ 12.28% |
$41.5K - $48.5K
|
7.03K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
719+ 0.92% |
$38.8K - $45.3K
|
78.5K
$4.19M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
609+ 82.19% |
$32.8K - $38.4K
|
1.35K
$72K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
540+ 3.53% |
$29.1K - $34K
|
15.8K
$844K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
508+ 4.28% |
$27.4K - $32K
|
12.4K
$660K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
507New |
$27.3K - $32K
|
507
$27.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
484+ 4.82% |
$26.1K - $30.5K
|
10.5K
$562K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
439+ 0.69% |
$23.7K - $27.7K
|
64.3K
$3.43M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
388+ 6.45% |
$20.9K - $24.5K
|
6.4K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
237+ 0.65% |
$12.8K - $14.9K
|
36.9K
$1.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
218+ 0.17% |
$11.8K - $13.7K
|
131K
$6.98M
|