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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-261- 3.49% |
$12.6K - $15.5K
|
7.21K
$446K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-278- 1.05% |
$13.5K - $16.5K
|
26.3K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-300- 1.34% |
$14.5K - $17.8K
|
22.1K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-320- 2.15% |
$15.5K - $19K
|
14.6K
$902K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-324- 0.86% |
$15.7K - $19.2K
|
37.2K
$2.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-339- 4.51% |
$16.4K - $20.1K
|
7.18K
$444K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-345- 60.74% |
$16.7K - $20.4K
|
223
$13.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-345- 47.0% |
$16.7K - $20.4K
|
389
$24K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-355- 2.03% |
$17.2K - $21K
|
17.2K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-356- 5.6% |
$17.2K - $21.1K
|
6K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-369- 1.54% |
$17.9K - $21.9K
|
23.6K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-370- 1.84% |
$17.9K - $21.9K
|
19.8K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-372- 1.59% |
$18K - $22K
|
23K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-372- 2.57% |
$18K - $22K
|
14.1K
$872K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-385- 2.41% |
$18.6K - $22.8K
|
15.6K
$963K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-395- 1.36% |
$19.1K - $23.4K
|
28.7K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-446- 2.04% |
$21.6K - $26.4K
|
21.4K
$1.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-460- 0.59% |
$22.3K - $27.3K
|
78K
$4.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-467- 8.5% |
$22.6K - $27.7K
|
5.03K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-477- 1.53% |
$23.1K - $28.3K
|
30.8K
$1.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-520- 10.73% |
$25.2K - $30.8K
|
4.32K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-536- 8.37% |
$26K - $31.8K
|
5.87K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-594- 19.99% |
$28.8K - $35.2K
|
2.38K
$147K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-673- 8.77% |
$32.6K - $39.9K
|
7K
$433K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
SELL
|
- |
-702- 10.07% |
$34K - $41.6K
|
6.27K
$387K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-732- 9.43% |
$35.5K - $43.4K
|
7.03K
$435K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-780- 0.82% |
$37.8K - $46.2K
|
94.3K
$5.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-815- 4.61% |
$39.5K - $48.3K
|
16.9K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-841- 1.23% |
$40.7K - $49.8K
|
67.5K
$4.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-865- 4.24% |
$41.9K - $51.3K
|
19.5K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-875- 3.57% |
$42.4K - $51.9K
|
23.7K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-885- 6.36% |
$42.9K - $52.4K
|
13K
$805K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-914- 1.74% |
$44.3K - $54.2K
|
51.6K
$3.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-929- 21.51% |
$45K - $55.1K
|
3.39K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-937- 6.31% |
$45.4K - $55.5K
|
13.9K
$860K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-955- 9.07% |
$46.3K - $56.6K
|
9.58K
$592K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-980- 8.69% |
$47.5K - $58.1K
|
10.3K
$636K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.15K- 4.88% |
$55.6K - $68K
|
22.4K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.18K- 15.66% |
$57.3K - $70.2K
|
6.38K
$394K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.21K- 0.84% |
$58.7K - $71.9K
|
143K
$8.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-1.29K- 0.56% |
$62.4K - $76.3K
|
227K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.63K- 0.63% |
$78.7K - $96.4K
|
256K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.7K- 6.47% |
$82.4K - $101K
|
24.6K
$1.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.79K- 1.67% |
$86.7K - $106K
|
105K
$6.52M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.05K- 19.09% |
$99K - $121K
|
8.67K
$536K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.05K- 6.61% |
$99.3K - $122K
|
29K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.27K- 13.57% |
$110K - $134K
|
14.4K
$892K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.46K- 5.66% |
$119K - $146K
|
41K
$2.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.5K- 10.95% |
$121K - $148K
|
20.3K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.53K- 6.87% |
$123K - $150K
|
34.4K
$2.12M
|