Purchases and Sales Made in Q2 2025 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.14K+ 5.64% |
$152K - $186K
|
58.9K
$3.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.08KNew |
$149K - $183K
|
3.08K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.98K+ 16.38% |
$144K - $176K
|
21.1K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
2.77K+ 10.03% |
$134K - $164K
|
30.4K
$1.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.74K+ 22.17% |
$133K - $162K
|
15.1K
$934K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.67KNew |
$130K - $158K
|
2.67K
$165K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5K+ 102.59% |
$121K - $148K
|
4.93K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 6.61% |
$116K - $142K
|
38.7K
$2.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.35K+ 10.29% |
$114K - $139K
|
25.2K
$1.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.25K+ 4.57% |
$109K - $134K
|
51.6K
$3.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.24K+ 0.39% |
$108K - $133K
|
577K
$35.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.07K+ 10.0% |
$100K - $123K
|
22.8K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.05K+ 15.41% |
$99.4K - $122K
|
15.4K
$950K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.03K+ 7.44% |
$98.2K - $120K
|
29.3K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.85KNew |
$89.6K - $110K
|
1.85K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.67KNew |
$81.1K - $99.2K
|
1.67K
$103K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.49K+ 4.46% |
$72.2K - $88.3K
|
34.9K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.4K+ 97.36% |
$68K - $83.2K
|
2.85K
$176K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.17K+ 1.19% |
$56.5K - $69.1K
|
99.1K
$6.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.1K+ 12.03% |
$53.3K - $65.2K
|
10.2K
$633K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.02K+ 0.82% |
$49.3K - $60.3K
|
125K
$7.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
928+ 0.56% |
$44.9K - $55K
|
166K
$10.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
844+ 2.06% |
$40.9K - $50K
|
41.7K
$2.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
817+ 7.97% |
$39.6K - $48.4K
|
11.1K
$684K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
786+ 0.83% |
$38.1K - $46.6K
|
95.2K
$5.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
759+ 17.56% |
$36.8K - $45K
|
5.08K
$314K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
750New |
$36.3K - $44.4K
|
750
$46.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
731+ 43.93% |
$35.4K - $43.3K
|
2.4K
$148K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
698+ 25.89% |
$33.8K - $41.4K
|
3.39K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
673+ 14.97% |
$32.6K - $39.9K
|
5.17K
$319K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
622+ 10.35% |
$30.1K - $36.9K
|
6.63K
$410K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
607New |
$29.4K - $36K
|
607
$37.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
605+ 1.39% |
$29.3K - $35.9K
|
44.1K
$2.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
504+ 1.63% |
$24.4K - $29.9K
|
31.4K
$1.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
440+ 2.34% |
$21.3K - $26.1K
|
19.2K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
426+ 2.79% |
$20.6K - $25.2K
|
15.7K
$969K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
407New |
$19.7K - $24.1K
|
407
$25.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
401New |
$19.4K - $23.8K
|
401
$24.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
347+ 1.99% |
$16.8K - $20.6K
|
17.8K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
328+ 1.46% |
$15.9K - $19.4K
|
22.9K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
303+ 1.56% |
$14.7K - $18K
|
19.7K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
275+ 3.63% |
$13.3K - $16.3K
|
7.84K
$485K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
269+ 3.83% |
$13K - $15.9K
|
7.3K
$451K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
262New |
$12.7K - $15.5K
|
262
$16.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
244+ 3.29% |
$11.8K - $14.5K
|
7.66K
$473K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
242+ 0.6% |
$11.7K - $14.3K
|
40.5K
$2.5M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
240New |
$11.6K - $14.2K
|
240
$14.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
225+ 13.23% |
$10.9K - $13.3K
|
1.93K
$119K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
197+ 0.37% |
$9.54K - $11.7K
|
53.6K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
177+ 0.95% |
$8.57K - $10.5K
|
18.8K
$1.16M
|