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 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
142+ 3.65% |
$6.88K - $8.41K
|
4.04K
$249K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
141+ 11.42% |
$6.83K - $8.36K
|
1.38K
$85K
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
130+ 2.34% |
$6.3K - $7.7K
|
5.67K
$351K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
108+ 0.25% |
$5.23K - $6.4K
|
42.9K
$2.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
107New |
$5.18K - $6.34K
|
107
$6.61K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
24+ 0.16% |
$1.16K - $1.42K
|
14.7K
$911K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
22+ 6.85% |
$1.07K - $1.3K
|
343
$21.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
15+ 0.11% |
$726 - $889
|
13.6K
$842K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.16% |
$387 - $474
|
4.96K
$307K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.1% |
$242 - $296
|
4.95K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.03% |
$194 - $237
|
11.8K
$727K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 0.16% |
$145 - $178
|
1.91K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3+ 0.03% |
$145 - $178
|
8.58K
$530K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.02% |
$145 - $178
|
14.3K
$885K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.15% |
$145 - $178
|
2.02K
$125K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.05% |
$96.9 - $119
|
4.35K
$269K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$96.9 - $119
|
12.8K
$792K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.13% |
$96.9 - $119
|
1.57K
$96.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$96.9 - $119
|
1.52K
$94.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.5% |
$48.4 - $59.3
|
201
$12.4K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$48.4 - $59.3
|
8.6K
$531K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1+ 0.03% |
$48.4 - $59.3
|
3.92K
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1+ 0.01% |
$48.4 - $59.3
|
16K
$992K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.13% |
$48.4 - $59.3
|
779
$48.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.26% |
$48.4 - $59.3
|
385
$23.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1- -0.0% |
$48.4 - $59.3
|
22.5K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$194 - $237
|
5.31K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 40.0% |
$291 - $356
|
9
$556
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10- 0.46% |
$484 - $593
|
2.15K
$133K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-17- 0.02% |
$823 - $1.01K
|
112K
$6.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-18- 0.03% |
$872 - $1.07K
|
62.2K
$3.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 0.17% |
$969 - $1.19K
|
11.7K
$722K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-24- 4.49% |
$1.16K - $1.42K
|
510
$31.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-30- 0.69% |
$1.45K - $1.78K
|
4.33K
$268K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32- 0.03% |
$1.55K - $1.9K
|
114K
$7.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-40- 0.48% |
$1.94K - $2.37K
|
8.24K
$509K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-43- 0.72% |
$2.08K - $2.55K
|
5.93K
$367K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-50- 33.33% |
$2.42K - $2.96K
|
100
$6.18K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-51- 1.09% |
$2.47K - $3.02K
|
4.63K
$286K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-55- 0.25% |
$2.66K - $3.26K
|
22K
$1.36M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-73- 0.52% |
$3.54K - $4.33K
|
14K
$863K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-74- 0.12% |
$3.58K - $4.39K
|
61K
$3.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-91- 1.09% |
$4.41K - $5.39K
|
8.27K
$511K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-149- 1.25% |
$7.22K - $8.83K
|
11.8K
$729K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-177- 3.42% |
$8.57K - $10.5K
|
5K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-182- 0.77% |
$8.81K - $10.8K
|
23.6K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-187- 1.18% |
$9.06K - $11.1K
|
15.6K
$966K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-190- 0.76% |
$9.2K - $11.3K
|
24.8K
$1.53M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-207- 0.98% |
$10K - $12.3K
|
20.9K
$1.29M
|