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 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-4.76K- 1.05% |
$273K - $299K
|
450K
$28M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.84K- 3.49% |
$278K - $304K
|
134K
$8.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.08K- 4.04% |
$292K - $319K
|
121K
$7.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-5.17K- 23.97% |
$297K - $325K
|
16.4K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5.46K- 12.37% |
$314K - $343K
|
38.7K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-7.47K- 4.68% |
$429K - $469K
|
152K
$9.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.65K- 70.52% |
$497K - $544K
|
3.62K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-15.9K- 11.94% |
$913K - $998K
|
117K
$7.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-20.1K- 85.26% |
$1.15M - $1.26M
|
3.47K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-21.5K- 4.2% |
$1.24M - $1.35M
|
490K
$30.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-29.7K- 11.66% |
$1.71M - $1.87M
|
225K
$14M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-473K- 96.75% |
$27.2M - $29.7M
|
15.9K
$990K
|