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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
483K+ 7073.06% |
$24.8M - $28.9M
|
489K
$29.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
291KNew |
$14.9M - $17.4M
|
291K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
204K+ 3.05% |
$10.5M - $12.2M
|
6.88M
$417M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
71.7K+ 1451.58% |
$3.68M - $4.29M
|
76.6K
$4.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
60.7KNew |
$3.12M - $3.63M
|
60.7K
$3.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.4K+ 2.92% |
$2.43M - $2.83M
|
1.67M
$101M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.1K+ 7.4% |
$1.55M - $1.8M
|
437K
$26.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.8K+ 6.68% |
$1.53M - $1.78M
|
475K
$28.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.1K+ 1101.97% |
$1.49M - $1.74M
|
31.7K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.1K+ 111.3% |
$1.34M - $1.56M
|
49.6K
$3.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
24.3K+ 4.98% |
$1.25M - $1.45M
|
512K
$31M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20.2K+ 5608.31% |
$1.04M - $1.21M
|
20.6K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.9K+ 7.96% |
$969K - $1.13M
|
256K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.2K+ 215.67% |
$935K - $1.09M
|
26.6K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.1K+ 1.93% |
$927K - $1.08M
|
954K
$57.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.8K+ 8.83% |
$711K - $828K
|
171K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.6K+ 2.26% |
$646K - $753K
|
569K
$34.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.4K+ 81.22% |
$636K - $740K
|
27.6K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.3KNew |
$630K - $734K
|
12.3K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11K+ 4.77% |
$563K - $656K
|
241K
$14.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$526K - $613K
|
10.3K
$621K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
9.8K+ 10.17% |
$503K - $586K
|
106K
$6.43M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
9.65KNew |
$495K - $577K
|
9.65K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.2KNew |
$472K - $550K
|
9.2K
$557K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.38K+ 1.7% |
$430K - $501K
|
500K
$30.3M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
8.3KNew |
$426K - $497K
|
8.3K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.23KNew |
$423K - $493K
|
8.23K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.83K+ 128.9% |
$402K - $469K
|
13.9K
$843K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.72K+ 6.58% |
$396K - $462K
|
125K
$7.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.6K+ 72.77% |
$390K - $455K
|
18.1K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.4K+ 0.75% |
$380K - $443K
|
993K
$60.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.03KNew |
$361K - $420K
|
7.03K
$426K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.81K+ 61.41% |
$349K - $407K
|
17.9K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.68K+ 9.64% |
$343K - $399K
|
75.9K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.35K+ 40.36% |
$326K - $380K
|
22.1K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.39K+ 34.28% |
$277K - $323K
|
21.1K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.98K+ 6.12% |
$256K - $298K
|
86.3K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.68K+ 49.65% |
$240K - $280K
|
14.1K
$854K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
4.63KNew |
$238K - $277K
|
4.63K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.6KNew |
$236K - $275K
|
4.6K
$279K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.53K+ 5.78% |
$233K - $271K
|
82.9K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.52KNew |
$232K - $271K
|
4.52K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.5KNew |
$231K - $269K
|
4.5K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 2.37% |
$228K - $266K
|
192K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.39KNew |
$226K - $263K
|
4.39K
$266K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.31KNew |
$221K - $258K
|
4.31K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.09K+ 22.73% |
$210K - $245K
|
22.1K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.99K+ 48.9% |
$205K - $239K
|
12.1K
$736K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.88K+ 3.18% |
$199K - $232K
|
126K
$7.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.87KNew |
$199K - $232K
|
3.87K
$234K
|