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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.26% |
$57.5 - $62.8
|
384
$22.9K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.4K+ 2.92% |
$2.43M - $2.83M
|
1.67M
$99.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.1K+ 1.93% |
$927K - $1.08M
|
954K
$56.8M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.2KNew |
$472K - $550K
|
9.2K
$548K
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
8.3KNew |
$426K - $497K
|
8.3K
$494K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.03KNew |
$361K - $420K
|
7.03K
$419K
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
4.63KNew |
$238K - $277K
|
4.63K
$276K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.6KNew |
$236K - $275K
|
4.6K
$274K
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.52KNew |
$232K - $271K
|
4.52K
$269K
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.5KNew |
$231K - $269K
|
4.5K
$268K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.31KNew |
$221K - $258K
|
4.31K
$257K
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3.61KNew |
$185K - $216K
|
3.61K
$215K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.55K+ 12.18% |
$182K - $212K
|
32.7K
$1.95M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.44K+ 100.0% |
$125K - $146K
|
4.88K
$291K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.03KNew |
$104K - $121K
|
2.03K
$121K
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.4K+ 33.57% |
$71.9K - $83.7K
|
5.57K
$332K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 63.33% |
$63K - $73.3K
|
3.16K
$188K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.03KNew |
$52.9K - $61.6K
|
1.03K
$61.3K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
500New |
$25.7K - $29.9K
|
500
$29.8K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
334New |
$17.2K - $20K
|
334
$19.9K
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
294New |
$15.1K - $17.6K
|
294
$17.5K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
250New |
$12.8K - $15K
|
250
$14.9K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
176New |
$9.04K - $10.5K
|
176
$10.5K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
169+ 4.2% |
$8.68K - $10.1K
|
4.19K
$250K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
150New |
$7.7K - $8.97K
|
150
$8.93K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
149New |
$7.65K - $8.91K
|
149
$8.87K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
123New |
$6.32K - $7.36K
|
123
$7.33K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
43+ 0.99% |
$2.21K - $2.57K
|
4.4K
$262K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2New |
$103 - $120
|
2
$119
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2New |
$103 - $120
|
2
$119
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2+ 0.04% |
$103 - $120
|
4.57K
$272K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$51.4 - $59.8
|
3.7K
$220K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
20.1KNew |
$1.06M - $1.16M
|
20.1K
$1.2M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
15.9KNew |
$831K - $917K
|
15.9K
$945K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.73KNew |
$195K - $215K
|
3.73K
$222K
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.65KNew |
$191K - $211K
|
3.65K
$217K
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.53KNew |
$185K - $204K
|
3.53K
$210K
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.49KNew |
$183K - $202K
|
3.49K
$208K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.2KNew |
$168K - $185K
|
3.2K
$191K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.11KNew |
$110K - $122K
|
2.11K
$125K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.5KNew |
$78.6K - $86.7K
|
1.5K
$89.3K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
285New |
$14.9K - $16.5K
|
285
$17K
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
253New |
$13.3K - $14.6K
|
253
$15.1K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
130New |
$6.81K - $7.51K
|
130
$7.74K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
120New |
$6.29K - $6.93K
|
120
$7.15K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.57% |
$105 - $116
|
354
$21.1K
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.5K+ 101.16% |
$1.86M - $2.14M
|
74.5K
$4.44M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.4KNew |
$1.31M - $1.51M
|
26.4K
$1.57M
|