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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
421+ 2.4% |
$24.2K - $26.4K
|
17.9K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
394New |
$22.6K - $24.8K
|
394
$23.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
326+ 16300.0% |
$18.7K - $20.5K
|
328
$19.7K
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
315+ 4.68% |
$18.1K - $19.8K
|
7.05K
$424K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
298New |
$17.1K - $18.7K
|
298
$17.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
262+ 2.73% |
$15.1K - $16.5K
|
9.87K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
210+ 0.27% |
$12.1K - $13.2K
|
77.7K
$4.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
200+ 1.13% |
$11.5K - $12.6K
|
17.9K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
198New |
$11.4K - $12.4K
|
198
$11.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
192+ 1.11% |
$11K - $12.1K
|
17.5K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
187New |
$10.7K - $11.7K
|
187
$11.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
165+ 3.03% |
$9.48K - $10.4K
|
5.61K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
136+ 0.07% |
$7.82K - $8.54K
|
195K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
112+ 0.31% |
$6.44K - $7.04K
|
36.7K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
101+ 1.07% |
$5.8K - $6.34K
|
9.55K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 8.33% |
$5.75K - $6.28K
|
1.3K
$78.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
86+ 1.77% |
$4.94K - $5.4K
|
4.95K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
49New |
$2.82K - $3.08K
|
49
$2.95K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
40+ 0.5% |
$2.3K - $2.51K
|
8.08K
$486K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
36New |
$2.07K - $2.26K
|
36
$2.16K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
36New |
$2.07K - $2.26K
|
36
$2.16K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
36+ 6.77% |
$2.07K - $2.26K
|
568
$34.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
31+ 0.17% |
$1.78K - $1.95K
|
17.9K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28+ 0.11% |
$1.61K - $1.76K
|
25.1K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
25New |
$1.44K - $1.57K
|
25
$1.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16+ 0.27% |
$920 - $1.01K
|
6.01K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10+ 0.07% |
$575 - $628
|
14.7K
$884K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8+ 0.72% |
$460 - $503
|
1.12K
$67.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.06% |
$172 - $188
|
4.94K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$115 - $126
|
10.3K
$617K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2+ 0.04% |
$115 - $126
|
4.84K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.06% |
$115 - $126
|
3.63K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.05% |
$57.5 - $62.8
|
2.01K
$121K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$57.5 - $62.8
|
2.46K
$148K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.05% |
$57.5 - $62.8
|
2.16K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$57.5 - $62.8
|
37.1K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$57.5 - $62.8
|
1.52K
$91.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.26% |
$57.5 - $62.8
|
384
$23.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.06% |
$57.5 - $62.8
|
1.56K
$94K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1+ 0.03% |
$57.5 - $62.8
|
3.92K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-13- 0.15% |
$747 - $817
|
8.81K
$530K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-17- 0.22% |
$977 - $1.07K
|
7.61K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-25- 0.2% |
$1.44K - $1.57K
|
12.3K
$737K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-31- 0.41% |
$1.78K - $1.95K
|
7.62K
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-34- 1.85% |
$1.95K - $2.14K
|
1.81K
$109K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-36- 0.95% |
$2.07K - $2.26K
|
3.73K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-45- 0.16% |
$2.59K - $2.83K
|
27.6K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-50- 3.25% |
$2.87K - $3.14K
|
1.49K
$89.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-64- 1.19% |
$3.68K - $4.02K
|
5.32K
$320K
|