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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-76- 0.24% |
$4.37K - $4.77K
|
31.7K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-50- 3.25% |
$2.87K - $3.14K
|
1.49K
$88.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-31- 0.41% |
$1.78K - $1.95K
|
7.62K
$454K
|
|
| Q3 2024 | |||||||
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.5K- 70.0% |
$180K - $209K
|
1.5K
$89.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.24K- 5.04% |
$166K - $194K
|
61K
$3.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-330- 2.12% |
$16.9K - $19.7K
|
15.2K
$906K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-322- 5.03% |
$16.5K - $19.3K
|
6.08K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-266- 6.92% |
$13.7K - $15.9K
|
3.58K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-200- 2.35% |
$10.3K - $12K
|
8.32K
$496K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-103- 1.19% |
$5.29K - $6.16K
|
8.57K
$510K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-37- 0.78% |
$1.9K - $2.21K
|
4.72K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-28- 11.43% |
$1.44K - $1.67K
|
217
$12.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1- 0.02% |
$51.4 - $59.8
|
5.18K
$308K
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-63.6K- 94.76% |
$3.33M - $3.67M
|
3.51K
$209K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-20.5K- 81.7% |
$1.07M - $1.18M
|
4.58K
$273K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3K- 50.0% |
$157K - $173K
|
3K
$179K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.26K- 23.22% |
$65.8K - $72.5K
|
4.15K
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-759- 3.34% |
$39.8K - $43.9K
|
22K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-752- 10.47% |
$39.4K - $43.5K
|
6.43K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-500- 22.25% |
$26.2K - $28.9K
|
1.75K
$104K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-306- 7.72% |
$16K - $17.7K
|
3.66K
$218K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-180- 16.06% |
$9.43K - $10.4K
|
941
$56K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-109- 15.98% |
$5.71K - $6.3K
|
573
$34.1K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-46.4K- 92.89% |
$2.3M - $2.65M
|
3.55K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.5K- 6.44% |
$1.21M - $1.4M
|
355K
$21.2M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-864- 13.42% |
$42.9K - $49.4K
|
5.57K
$332K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-635- 14.59% |
$31.5K - $36.3K
|
3.72K
$221K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-52- 0.8% |
$2.58K - $2.98K
|
6.45K
$384K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1- 0.01% |
$49.6 - $57.2
|
7.57K
$451K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-40.2K- 30.78% |
$1.66M - $2.1M
|
90.4K
$5.38M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.98K- 21.3% |
$370K - $470K
|
33.2K
$1.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.06K- 98.05% |
$43.5K - $55.3K
|
21
$1.25K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-204- 3.2% |
$8.4K - $10.7K
|
6.17K
$367K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-103Closed |
$4.24K - $5.39K
|
0
$0
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 28.57% |
$412 - $523
|
25
$1.49K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.25K- 6.94% |
$184K - $207K
|
56.9K
$3.39M
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-19.3K- 42.4% |
$830K - $905K
|
26.2K
$1.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.67K- 14.29% |
$71.9K - $78.4K
|
10K
$597K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-808- 0.4% |
$34.8K - $37.9K
|
202K
$12M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.7K- 54.95% |
$670K - $765K
|
12.9K
$766K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-4.63K- 34.52% |
$198K - $226K
|
8.79K
$524K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-751- 59.89% |
$32.1K - $36.6K
|
503
$30K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-500- 54.05% |
$21.3K - $24.4K
|
425
$25.3K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-100- 0.29% |
$4.27K - $4.88K
|
34.9K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-85- 1.62% |
$3.63K - $4.15K
|
5.18K
$308K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-5.41K- 4.83% |
$232K - $267K
|
107K
$6.35M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 12.87% |
$115K - $132K
|
18.2K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 58.44% |
$64.3K - $74.1K
|
1.07K
$63.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-97- 7.0% |
$4.15K - $4.78K
|
1.29K
$76.8K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.71K- 9.02% |
$68.2K - $82.7K
|
17.2K
$1.03M
|
|