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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
24+ 4.71% |
$1.29K - $1.51K
|
534
$31.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
16+ 0.11% |
$863 - $1.01K
|
14.7K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14+ 4.56% |
$755 - $882
|
321
$19.1K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7+ 0.19% |
$377 - $441
|
3.76K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.12% |
$323 - $378
|
4.95K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
4+ 0.07% |
$216 - $252
|
5.97K
$356K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4+ 0.08% |
$216 - $252
|
4.84K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.03% |
$162 - $189
|
11.8K
$700K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.15% |
$162 - $189
|
2.02K
$120K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3+ 0.08% |
$162 - $189
|
3.74K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.09% |
$108 - $126
|
2.16K
$129K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$108 - $126
|
10.3K
$611K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.13% |
$108 - $126
|
1.57K
$93.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$108 - $126
|
1.52K
$90.6K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.13% |
$53.9 - $63
|
778
$46.3K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1+ 0.02% |
$53.9 - $63
|
4.57K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$53.9 - $63
|
8.28K
$493K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
343KNew |
$19.7M - $21.5M
|
343K
$20.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
97.5KNew |
$5.6M - $6.12M
|
97.5K
$5.81M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.9K+ 6.75% |
$3.04M - $3.32M
|
837K
$49.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
40.2K+ 258.93% |
$2.31M - $2.53M
|
55.7K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.59KNew |
$551K - $602K
|
9.59K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.32KNew |
$478K - $523K
|
8.32K
$496K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7.62KNew |
$438K - $479K
|
7.62K
$454K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
5.89KNew |
$338K - $370K
|
5.89K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
5.5KNew |
$316K - $346K
|
5.5K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4.52K+ 5.07% |
$260K - $284K
|
93.7K
$5.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.75KNew |
$216K - $236K
|
3.75K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.4KNew |
$195K - $214K
|
3.4K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.12KNew |
$122K - $133K
|
2.12K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.31KNew |
$75.5K - $82.5K
|
1.31K
$78.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
864New |
$49.7K - $54.3K
|
864
$51.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
812+ 12.94% |
$46.7K - $51K
|
7.09K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
743New |
$42.7K - $46.7K
|
743
$44.3K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
477New |
$27.4K - $30K
|
477
$28.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
452New |
$26K - $28.4K
|
452
$26.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
394New |
$22.6K - $24.8K
|
394
$23.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
298New |
$17.1K - $18.7K
|
298
$17.7K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
205New |
$11.8K - $12.9K
|
205
$12.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
198New |
$11.4K - $12.4K
|
198
$11.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
187New |
$10.7K - $11.7K
|
187
$11.1K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
167+ 1.58% |
$9.6K - $10.5K
|
10.7K
$638K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
49New |
$2.82K - $3.08K
|
49
$2.92K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
40+ 0.5% |
$2.3K - $2.51K
|
8.08K
$481K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
36New |
$2.07K - $2.26K
|
36
$2.14K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
36New |
$2.07K - $2.26K
|
36
$2.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
25New |
$1.44K - $1.57K
|
25
$1.49K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8+ 0.72% |
$460 - $503
|
1.12K
$66.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.06% |
$115 - $126
|
3.63K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1+ 0.03% |
$57.5 - $62.8
|
3.92K
$233K
|
|