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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-177- 3.42% |
$8.57K - $10.5K
|
5K
$309K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-149- 1.25% |
$7.22K - $8.83K
|
11.8K
$729K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-91- 1.09% |
$4.41K - $5.39K
|
8.27K
$511K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-74- 0.12% |
$3.58K - $4.39K
|
61K
$3.77M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-73- 0.52% |
$3.54K - $4.33K
|
14K
$863K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-55- 0.25% |
$2.66K - $3.26K
|
22K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-51- 1.09% |
$2.47K - $3.02K
|
4.63K
$286K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-50- 33.33% |
$2.42K - $2.96K
|
100
$6.18K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-43- 0.72% |
$2.08K - $2.55K
|
5.93K
$367K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-40- 0.48% |
$1.94K - $2.37K
|
8.24K
$509K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32- 0.03% |
$1.55K - $1.9K
|
114K
$7.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-30- 0.69% |
$1.45K - $1.78K
|
4.33K
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-24- 4.49% |
$1.16K - $1.42K
|
510
$31.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 0.17% |
$969 - $1.19K
|
11.7K
$722K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-18- 0.03% |
$872 - $1.07K
|
62.2K
$3.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-17- 0.02% |
$823 - $1.01K
|
112K
$6.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10- 0.46% |
$484 - $593
|
2.15K
$133K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 40.0% |
$291 - $356
|
9
$556
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$194 - $237
|
5.31K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1- -0.0% |
$48.4 - $59.3
|
22.5K
$1.39M
|
|
| Q1 2025 | |||||||
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-400K- 98.18% |
$21.6M - $25.2M
|
7.42K
$459K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-91.3K- 99.98% |
$4.92M - $5.75M
|
16
$989
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.87K- 27.18% |
$263K - $307K
|
13K
$806K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-4.4K- 4.87% |
$237K - $277K
|
85.9K
$5.31M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.06K- 45.3% |
$165K - $193K
|
3.7K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-900- 69.23% |
$48.5K - $56.7K
|
400
$24.7K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-710- 12.67% |
$38.3K - $44.8K
|
4.9K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-500- 2.74% |
$27K - $31.5K
|
17.7K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-500- 8.65% |
$27K - $31.5K
|
5.28K
$326K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-485- 5.71% |
$26.1K - $30.6K
|
8.01K
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-368- 3.32% |
$19.8K - $23.2K
|
10.7K
$661K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-340- 0.38% |
$18.3K - $21.4K
|
90.2K
$5.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-170- 34.0% |
$9.16K - $10.7K
|
330
$20.4K
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-152- 0.85% |
$8.19K - $9.58K
|
17.8K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-145- 28.71% |
$7.82K - $9.14K
|
360
$22.2K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-20- 0.53% |
$1.08K - $1.26K
|
3.76K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4- 0.02% |
$216 - $252
|
17K
$1.05M
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-20.1K- 85.26% |
$1.15M - $1.26M
|
3.47K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.65K- 70.52% |
$497K - $544K
|
3.62K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.38K- 21.95% |
$137K - $149K
|
8.46K
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.75K- 59.86% |
$101K - $110K
|
1.18K
$72.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.31K- 23.34% |
$75.5K - $82.5K
|
4.32K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-483- 9.4% |
$27.8K - $30.3K
|
4.66K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-434- 11.21% |
$24.9K - $27.3K
|
3.44K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-400- 9.76% |
$23K - $25.1K
|
3.7K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-372- 0.55% |
$21.4K - $23.4K
|
66.7K
$4.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-339- 3.83% |
$19.5K - $21.3K
|
8.51K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-252- 5.07% |
$14.5K - $15.8K
|
4.72K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-251- 16.78% |
$14.4K - $15.8K
|
1.25K
$76.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-235- 4.02% |
$13.5K - $14.8K
|
5.61K
$347K
|
|