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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
72KNew |
$3.49M - $4.27M
|
72K
$4.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
5.01K+ 1.1% |
$243K - $297K
|
461K
$27.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.08KNew |
$149K - $183K
|
3.08K
$184K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
607New |
$29.4K - $36K
|
607
$36.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
440+ 2.34% |
$21.3K - $26.1K
|
19.2K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
141+ 11.42% |
$6.83K - $8.36K
|
1.38K
$82K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.1% |
$242 - $296
|
4.95K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.05% |
$96.9 - $119
|
4.35K
$259K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$96.9 - $119
|
12.8K
$764K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
163KNew |
$8.81M - $10.3M
|
163K
$9.73M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
160KNew |
$8.65M - $10.1M
|
160K
$9.56M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
105K+ 10.34% |
$5.67M - $6.63M
|
1.12M
$66.9M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
42.8KNew |
$2.31M - $2.7M
|
42.8K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.2K+ 10.19% |
$2.22M - $2.6M
|
446K
$26.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.9K+ 123.1% |
$2.1M - $2.45M
|
70.5K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.5KNew |
$1.54M - $1.8M
|
28.5K
$1.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
23.8KNew |
$1.28M - $1.5M
|
23.8K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.6K+ 6.51% |
$1.27M - $1.49M
|
386K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
21.2K+ 85.18% |
$1.14M - $1.33M
|
46K
$2.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
16KNew |
$861K - $1.01M
|
16K
$951K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
15.6KNew |
$840K - $983K
|
15.6K
$928K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.7K+ 22.35% |
$793K - $927K
|
80.5K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13K+ 0.32% |
$700K - $819K
|
4.11M
$245M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
11.5K+ 3.84% |
$617K - $722K
|
310K
$18.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
11.3KNew |
$610K - $713K
|
11.3K
$674K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.3K+ 195.71% |
$608K - $711K
|
17K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.65K+ 97.76% |
$520K - $608K
|
19.5K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.24K+ 6.68% |
$498K - $582K
|
148K
$8.79M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.2K+ 82.14% |
$496K - $580K
|
20.4K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.94K+ 96.92% |
$482K - $564K
|
18.2K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.47KNew |
$457K - $534K
|
8.47K
$505K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.04KNew |
$433K - $507K
|
8.04K
$479K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.7KNew |
$415K - $485K
|
7.7K
$458K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.62K+ 1.34% |
$411K - $481K
|
575K
$34.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.36K+ 32.97% |
$397K - $464K
|
29.7K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.17K+ 2.03% |
$387K - $452K
|
361K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
6.87K+ 33.15% |
$370K - $433K
|
27.6K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.59K+ 4.14% |
$355K - $415K
|
166K
$9.86M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
6.44K+ 5.56% |
$347K - $406K
|
122K
$7.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.38K+ 7.25% |
$344K - $402K
|
94.4K
$5.62M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6K+ 1.15% |
$324K - $378K
|
530K
$31.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.83K+ 39.25% |
$314K - $368K
|
20.7K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.29KNew |
$285K - $333K
|
5.29K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
5.06K+ 4.88% |
$273K - $319K
|
109K
$6.46M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.9K+ 171.22% |
$264K - $309K
|
7.77K
$462K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.68KNew |
$252K - $295K
|
4.68K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.49K+ 3.53% |
$242K - $283K
|
132K
$7.85M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
4.11K+ 2.58% |
$222K - $259K
|
163K
$9.73M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.05KNew |
$218K - $255K
|
4.05K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.59K+ 13.14% |
$194K - $226K
|
30.9K
$1.84M
|
|