Purchases and Sales Made in Q1 2025 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST DORSEY WRIGHT FOCU.
| 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
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.08% |
$216 - $252
|
4.94K
$294K
|
|
|
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
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
4+ 0.07% |
$216 - $252
|
5.97K
$356K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.15% |
$162 - $189
|
2.02K
$120K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.03% |
$162 - $189
|
11.8K
$700K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3+ 0.08% |
$162 - $189
|
3.74K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$108 - $126
|
1.52K
$90.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.13% |
$108 - $126
|
1.57K
$93.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$108 - $126
|
10.3K
$611K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.09% |
$108 - $126
|
2.16K
$129K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$108 - $126
|
12.8K
$764K
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.13% |
$53.9 - $63
|
778
$46.3K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4- 0.02% |
$216 - $252
|
17K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4- 0.02% |
$216 - $252
|
16.7K
$995K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-5- 0.03% |
$270 - $315
|
17.5K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-10- 0.1% |
$539 - $630
|
9.65K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-20- 0.53% |
$1.08K - $1.26K
|
3.76K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-60- 0.08% |
$3.23K - $3.78K
|
76.5K
$4.56M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-67- 0.7% |
$3.61K - $4.22K
|
9.48K
$565K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-74- 0.19% |
$3.99K - $4.66K
|
37.9K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-80- 1.13% |
$4.31K - $5.04K
|
6.97K
$415K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-102- 0.23% |
$5.5K - $6.43K
|
43.5K
$2.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-107- 5.92% |
$5.77K - $6.74K
|
1.7K
$101K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-116- 2.07% |
$6.25K - $7.31K
|
5.5K
$327K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-124- 1.09% |
$6.68K - $7.82K
|
11.3K
$672K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-143- 0.43% |
$7.71K - $9.01K
|
33.4K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-145- 28.71% |
$7.82K - $9.14K
|
360
$21.4K
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-152- 0.85% |
$8.19K - $9.58K
|
17.8K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-170- 34.0% |
$9.16K - $10.7K
|
330
$19.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-176- 2.7% |
$9.49K - $11.1K
|
6.35K
$378K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-178- -0.0% |
$9.6K - $11.2K
|
4.46M
$266M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-229- 5.03% |
$12.3K - $14.4K
|
4.32K
$257K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-237- 2.69% |
$12.8K - $14.9K
|
8.58K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-265- 0.72% |
$14.3K - $16.7K
|
36.3K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-273- 1.23% |
$14.7K - $17.2K
|
21.9K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-296- 1.95% |
$16K - $18.7K
|
14.9K
$888K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-312- 2.55% |
$16.8K - $19.7K
|
11.9K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-313- 95.43% |
$16.9K - $19.7K
|
15
$893
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-316- 2.22% |
$17K - $19.9K
|
13.9K
$828K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-330- 0.44% |
$17.8K - $20.8K
|
74.9K
$4.46M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-340- 0.38% |
$18.3K - $21.4K
|
90.2K
$5.37M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-361- 2.2% |
$19.5K - $22.8K
|
16K
$956K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-368- 3.32% |
$19.8K - $23.2K
|
10.7K
$637K
|