Purchases and Sales Made in Q4 2024 in First Trust Dorsey Wright Focu (FV)
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 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
298New |
$17.1K - $18.7K
|
298
$18.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
210+ 0.27% |
$12.1K - $13.2K
|
77.7K
$4.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
200+ 1.13% |
$11.5K - $12.6K
|
17.9K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
198New |
$11.4K - $12.4K
|
198
$12.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
192+ 1.11% |
$11K - $12.1K
|
17.5K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
187New |
$10.7K - $11.7K
|
187
$11.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
136+ 0.07% |
$7.82K - $8.54K
|
195K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
112+ 0.31% |
$6.44K - $7.04K
|
36.7K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
101+ 1.07% |
$5.8K - $6.34K
|
9.55K
$591K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
86+ 1.77% |
$4.94K - $5.4K
|
4.95K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
49New |
$2.82K - $3.08K
|
49
$3.03K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
40+ 0.5% |
$2.3K - $2.51K
|
8.08K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
36New |
$2.07K - $2.26K
|
36
$2.23K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
36New |
$2.07K - $2.26K
|
36
$2.23K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
36+ 6.77% |
$2.07K - $2.26K
|
568
$35.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28+ 0.11% |
$1.61K - $1.76K
|
25.1K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16+ 0.27% |
$920 - $1.01K
|
6.01K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10+ 0.07% |
$575 - $628
|
14.7K
$909K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.06% |
$172 - $188
|
4.94K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$115 - $126
|
10.3K
$634K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.06% |
$57.5 - $62.8
|
1.56K
$96.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.26% |
$57.5 - $62.8
|
384
$23.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1+ 0.03% |
$57.5 - $62.8
|
3.92K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$57.5 - $62.8
|
1.52K
$94K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.05% |
$57.5 - $62.8
|
2.16K
$134K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-13- 0.15% |
$747 - $817
|
8.81K
$545K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-31- 0.41% |
$1.78K - $1.95K
|
7.62K
$471K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-34- 1.85% |
$1.95K - $2.14K
|
1.81K
$112K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-36- 0.95% |
$2.07K - $2.26K
|
3.73K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-50- 3.25% |
$2.87K - $3.14K
|
1.49K
$92.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-64- 1.19% |
$3.68K - $4.02K
|
5.32K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-73- 0.1% |
$4.2K - $4.59K
|
76.5K
$4.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-76- 0.24% |
$4.37K - $4.77K
|
31.7K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-88- 1.98% |
$5.06K - $5.53K
|
4.36K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-88- 0.31% |
$5.06K - $5.53K
|
28K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-100- 4.33% |
$5.75K - $6.28K
|
2.21K
$137K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-117- 2.15% |
$6.72K - $7.35K
|
5.32K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-122- 3.16% |
$7.01K - $7.66K
|
3.74K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-159- 1.9% |
$9.14K - $9.99K
|
8.22K
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-171- 10.6% |
$9.83K - $10.7K
|
1.44K
$89.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-209- 4.39% |
$12K - $13.1K
|
4.55K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-235- 4.02% |
$13.5K - $14.8K
|
5.61K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-251- 16.78% |
$14.4K - $15.8K
|
1.25K
$77K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-262- 2.54% |
$15.1K - $16.5K
|
10.1K
$622K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-324- 0.7% |
$18.6K - $20.4K
|
45.8K
$2.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-339- 3.83% |
$19.5K - $21.3K
|
8.51K
$526K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-351- 0.21% |
$20.2K - $22K
|
170K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-356- 2.29% |
$20.5K - $22.4K
|
15.2K
$940K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-357- 1.65% |
$20.5K - $22.4K
|
21.3K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-372- 0.55% |
$21.4K - $23.4K
|
66.7K
$4.13M
|