Purchases and Sales Made in Q4 2025 in First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16.2KNew |
$981K - $1.02M
|
16.2K
$984K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
14.5K+ 200.55% |
$879K - $910K
|
21.7K
$1.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
5.8K+ 1.25% |
$352K - $364K
|
470K
$28.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.08K+ 995.88% |
$308K - $319K
|
5.59K
$340K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.66K+ 1.84% |
$101K - $104K
|
91.6K
$5.57M
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.41K+ 5.99% |
$85.2K - $88.3K
|
24.9K
$1.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.23KNew |
$74.7K - $77.3K
|
1.23K
$74.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.19K+ 18.08% |
$72.3K - $74.9K
|
7.79K
$474K
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
636+ 0.59% |
$38.6K - $39.9K
|
109K
$6.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
599+ 1.74% |
$36.3K - $37.6K
|
34.9K
$2.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
348+ 0.23% |
$21.1K - $21.8K
|
155K
$9.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
264New |
$16K - $16.6K
|
264
$16.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
206+ 0.39% |
$12.5K - $12.9K
|
53.3K
$3.24M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
78+ 0.54% |
$4.73K - $4.9K
|
14.6K
$889K
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
41+ 0.1% |
$2.49K - $2.57K
|
39.6K
$2.41M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
32+ 0.22% |
$1.94K - $2.01K
|
14.8K
$899K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
18+ 0.21% |
$1.09K - $1.13K
|
8.47K
$515K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
6+ 0.15% |
$364 - $377
|
3.99K
$243K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.14% |
$364 - $377
|
4.45K
$270K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
2+ 1.61% |
$121 - $126
|
126
$7.66K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.42% |
$60.6 - $62.8
|
241
$14.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21- 25.61% |
$1.27K - $1.32K
|
61
$3.71K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-64- 0.22% |
$3.88K - $4.02K
|
28.8K
$1.75M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-65- 0.23% |
$3.94K - $4.08K
|
28.5K
$1.73M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-157- 3.3% |
$9.52K - $9.86K
|
4.6K
$279K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-186- 7.82% |
$11.3K - $11.7K
|
2.19K
$133K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-271- 3.29% |
$16.4K - $17K
|
7.97K
$485K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-355- 2.8% |
$21.5K - $22.3K
|
12.3K
$749K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-400- 3.45% |
$24.3K - $25.1K
|
11.2K
$681K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-507- 2.65% |
$30.7K - $31.8K
|
18.6K
$1.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-531- 1.08% |
$32.2K - $33.3K
|
48.8K
$2.97M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-555- 3.82% |
$33.6K - $34.8K
|
14K
$849K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-682- 1.83% |
$41.3K - $42.8K
|
36.6K
$2.23M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-695- 3.03% |
$42.1K - $43.6K
|
22.3K
$1.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-814- 16.73% |
$49.4K - $51.1K
|
4.05K
$246K
|
|
|
Jan 20, 2026
Q4 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-967- 7.68% |
$58.6K - $60.7K
|
11.6K
$707K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.69K- 32.7% |
$102K - $106K
|
3.47K
$211K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.23K- 9.98% |
$135K - $140K
|
20.1K
$1.22M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.6K- 13.73% |
$158K - $163K
|
16.4K
$994K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.25K- 41.31% |
$258K - $267K
|
6.04K
$367K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-5.11K- 29.98% |
$310K - $321K
|
11.9K
$725K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.3K- 15.85% |
$928K - $961K
|
81.3K
$4.94M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-22.8K- 27.2% |
$1.38M - $1.43M
|
61K
$3.71M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-25.7K- 21.84% |
$1.56M - $1.61M
|
91.9K
$5.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
SELL
|
- |
-30.9K- 44.99% |
$1.88M - $1.94M
|
37.8K
$2.3M
|
|