Purchases and Sales Made in Q4 2024 in First Trust Dorsey Wright Focu (FV)

FV Quotes by TradingView

This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q4 2024. 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
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
125K
+ 206.62%
$7.21M - $7.88M
186K $11.6M
Jan 31, 2025 Q4 2024
Tkg Advisors, LLC

BUY
 -
63.9K
New
$3.67M - $4.01M
63.9K $3.98M
Jan 29, 2025 Q4 2024
G&S Capital LLC

BUY
 -
45.1K
New
$2.59M - $2.83M
45.1K $2.81M
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
40.2K
+ 258.93%
$2.31M - $2.53M
55.7K $3.47M
Jan 27, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
23.5K
New
$1.35M - $1.48M
23.5K $1.46M
Jan 21, 2025 Q4 2024
Petix & Botte CO

BUY
 -
20.7K
New
$1.19M - $1.3M
20.7K $1.29M
Jan 13, 2025 Q4 2024
Dale Q Rice Investment Management LTD

Vancouver, WA
BUY
 -
9.66K
New
$555K - $607K
9.66K $602K
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
7.47K
+ 1.48%
$429K - $469K
513K $32M
Jan 31, 2025 Q4 2024
Proactive Wealth Strategies LLC

Marietta, GA
BUY
 -
7.11K
+ 2.44%
$409K - $447K
298K $18.6M
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
6.79K
+ 7.86%
$390K - $427K
93.1K $5.8M
Jan 30, 2025 Q4 2024
Valmark Advisers, Inc.

BUY
 -
5.13K
+ 6.19%
$295K - $322K
88K $5.48M
Jan 24, 2025 Q4 2024
Lunt Capital Management, Inc.

Holladay, UT
BUY
 -
4.99K
+ 15.07%
$287K - $313K
38.1K $2.37M
Feb 03, 2025 Q4 2024
Unionview, LLC

Seattle, WA
BUY
 -
4.52K
+ 5.07%
$260K - $284K
93.7K $5.84M
Jan 22, 2025 Q4 2024
Mayflower Financial Advisors, LLC

BUY
 -
3.75K
New
$215K - $235K
3.75K $233K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
2.97K
New
$171K - $187K
2.97K $185K
Jan 27, 2025 Q4 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.8K
+ 15.66%
$161K - $176K
20.7K $1.29M
Jan 16, 2025 Q4 2024
Trueblood Wealth Management, LLC

Lima, OH
BUY
 -
2.73K
+ 22.51%
$157K - $172K
14.9K $926K
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
2.23K
+ 1.78%
$128K - $140K
127K $7.93M
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.13K
+ 10.91%
$123K - $134K
21.7K $1.35M
Jan 16, 2025 Q4 2024
Tudor Financial Inc.

Dayton, OH
BUY
 -
1.76K
+ 18.21%
$101K - $110K
11.4K $710K
Feb 03, 2025 Q4 2024
Waterfront Wealth Inc.

BUY
 -
1.51K
+ 5.14%
$86.6K - $94.7K
30.8K $1.92M
Jan 29, 2025 Q4 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
1.49K
+ 1.66%
$85.8K - $93.8K
91.3K $5.69M
Jan 31, 2025 Q4 2024
D.A. Davidson & Co.

BUY
 -
1.24K
+ 0.28%
$71K - $77.6K
440K $27.4M
Jan 21, 2025 Q4 2024
First Citizens Bank & Trust CO

BUY
 -
890
+ 8.74%
$51.1K - $55.9K
11.1K $689K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
864
New
$49.7K - $54.3K
864 $53.8K
Jan 15, 2025 Q4 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
812
+ 12.94%
$46.7K - $51K
7.09K $441K
Jan 30, 2025 Q4 2024
L.M. Kohn & Company

BUY
 -
773
+ 5.5%
$44.4K - $48.6K
14.8K $924K
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
591
+ 0.45%
$34K - $37.1K
131K $8.15M
Jan 21, 2025 Q4 2024
Carr Financial Group Corp

Worcester, MA
BUY
 -
526
+ 1.47%
$30.2K - $33K
36.4K $2.27M
Jan 16, 2025 Q4 2024
Grove Bank & Trust

BUY
 -
500
New
$28.7K - $31.4K
500 $31.1K
Jan 17, 2025 Q4 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
467
+ 1.19%
$26.8K - $29.3K
39.8K $2.48M
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
452
New
$26K - $28.4K
452 $28.2K
Jan 28, 2025 Q4 2024
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
394
New
$22.6K - $24.8K
394 $24.5K
Jan 28, 2025 Q4 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
298
New
$17.1K - $18.7K
298 $18.6K
Jan 28, 2025 Q4 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
210
+ 0.27%
$12.1K - $13.2K
77.7K $4.84M
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
200
+ 1.13%
$11.5K - $12.6K
17.9K $1.12M
Jan 16, 2025 Q4 2024
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
192
+ 1.11%
$11K - $12.1K
17.5K $1.09M
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

BUY
 -
136
+ 0.07%
$7.82K - $8.54K
195K $12.2M
Jan 21, 2025 Q4 2024
Accel Wealth Management

BUY
 -
112
+ 0.31%
$6.44K - $7.04K
36.7K $2.28M
Jan 30, 2025 Q4 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
101
+ 1.07%
$5.8K - $6.34K
9.55K $595K
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
86
+ 1.77%
$4.94K - $5.4K
4.95K $308K
Jan 14, 2025 Q4 2024
First Community Trust Na

BUY
 -
49
New
$2.82K - $3.08K
49 $3.05K
Jan 23, 2025 Q4 2024
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
40
+ 0.5%
$2.3K - $2.51K
8.08K $503K
Jan 28, 2025 Q4 2024
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
36
New
$2.07K - $2.26K
36 $2.24K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
36
New
$2.07K - $2.26K
36 $2.24K
Jan 17, 2025 Q4 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
36
+ 6.77%
$2.07K - $2.26K
568 $35.4K
Jan 28, 2025 Q4 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
10
+ 0.07%
$575 - $628
14.7K $915K
Jan 29, 2025 Q4 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
3
+ 0.06%
$172 - $188
4.94K $308K
Jan 29, 2025 Q4 2024
Montz Harcus Wealth Management LLC

BUY
 -
2
+ 0.02%
$115 - $126
10.3K $639K

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