Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-400K- 98.18% |
$21.6M - $25.2M
|
7.42K
$396K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-322K- 93.48% |
$17.4M - $20.3M
|
22.5K
$1.2M
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-207K- 92.01% |
$11.2M - $13.1M
|
18K
$960K
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-107K- 21.85% |
$5.78M - $6.75M
|
383K
$20.4M
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-91.3K- 99.98% |
$4.92M - $5.75M
|
16
$854
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-89.9K- 59.11% |
$4.84M - $5.66M
|
62.2K
$3.32M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47.5K- 8.43% |
$2.56M - $2.99M
|
516K
$27.5M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-43.4K- 50.0% |
$2.34M - $2.74M
|
43.4K
$2.32M
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-38.8K- 28.98% |
$2.09M - $2.45M
|
95K
$5.07M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-23.5K- 17.99% |
$1.27M - $1.48M
|
107K
$5.73M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-21K- 11.3% |
$1.13M - $1.33M
|
165K
$8.81M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-20.9K- 17.86% |
$1.13M - $1.32M
|
96.2K
$5.13M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16K- 3.12% |
$863K - $1.01M
|
497K
$26.5M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.7K- 41.82% |
$790K - $924K
|
20.4K
$1.09M
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11.4K- 31.23% |
$613K - $717K
|
25K
$1.34M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.1K- 6.49% |
$596K - $697K
|
159K
$8.49M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8.22K- 51.71% |
$443K - $518K
|
7.68K
$410K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-6.69K- 2.37% |
$361K - $422K
|
276K
$14.7M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.18K- 5.14% |
$333K - $389K
|
114K
$6.08M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.92K- 1.34% |
$319K - $373K
|
434K
$23.2M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.54K- 15.37% |
$245K - $286K
|
25K
$1.33M
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-4.4K- 4.87% |
$237K - $277K
|
85.9K
$4.59M
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-4.07K- 1.75% |
$219K - $256K
|
228K
$12.2M
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.67K- 2.33% |
$144K - $169K
|
112K
$5.99M
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-1.87K- 3.92% |
$101K - $118K
|
45.8K
$2.44M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.71K- 6.81% |
$92.2K - $108K
|
23.4K
$1.25M
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 3.31% |
$91.2K - $107K
|
49.3K
$2.63M
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 3.04% |
$63.3K - $74.1K
|
37.5K
$2M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.15K- 13.2% |
$62K - $72.5K
|
7.56K
$403K
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.15K- 6.72% |
$62K - $72.5K
|
16K
$852K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.14K- 7.32% |
$61.6K - $72K
|
14.5K
$773K
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.13K- 2.47% |
$61K - $71.3K
|
44.6K
$2.38M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.08K- 8.9% |
$58.4K - $68.3K
|
11.1K
$592K
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.03K- 0.71% |
$55.7K - $65.1K
|
144K
$7.67M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-966- 3.94% |
$52.1K - $60.9K
|
23.5K
$1.26M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-916- 3.27% |
$49.4K - $57.7K
|
27.1K
$1.45M
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-788- 5.31% |
$42.5K - $49.7K
|
14K
$750K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-731- 30.52% |
$39.4K - $46.1K
|
1.66K
$88.8K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-571- 1.92% |
$30.8K - $36K
|
29.1K
$1.55M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-553- 4.51% |
$29.8K - $34.9K
|
11.7K
$624K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-499- 2.79% |
$26.9K - $31.5K
|
17.4K
$929K
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-409- 2.13% |
$22K - $25.8K
|
18.8K
$1M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-368- 3.32% |
$19.8K - $23.2K
|
10.7K
$571K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-361- 2.2% |
$19.5K - $22.8K
|
16K
$856K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-316- 2.22% |
$17K - $19.9K
|
13.9K
$742K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-296- 1.95% |
$16K - $18.7K
|
14.9K
$796K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-273- 1.23% |
$14.7K - $17.2K
|
21.9K
$1.17M
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-176- 2.7% |
$9.49K - $11.1K
|
6.35K
$339K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-170- 34.0% |
$9.16K - $10.7K
|
330
$17.6K
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-152- 0.85% |
$8.19K - $9.58K
|
17.8K
$950K
|