Latest Institutional Transactions on First Trust Dorsey Wright Focu (FV)
This table provides information on the latest institutional transactions involving First Trust Dorsey Wright Focu (FV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-157- 3.3% |
$9.52K - $9.86K
|
4.6K
$279K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.42% |
$60.6 - $62.8
|
241
$14.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
636+ 0.59% |
$38.6K - $39.9K
|
109K
$6.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
6+ 0.15% |
$364 - $377
|
3.99K
$243K
|
|
|
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
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21- 25.61% |
$1.27K - $1.32K
|
61
$3.71K
|
|
|
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 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
|
Spire Wealth Management
|
BUY
|
- |
18+ 0.21% |
$1.09K - $1.13K
|
8.47K
$515K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-25.7K- 21.84% |
$1.56M - $1.61M
|
91.9K
$5.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-814- 16.73% |
$49.4K - $51.1K
|
4.05K
$246K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-695- 3.03% |
$42.1K - $43.6K
|
22.3K
$1.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
206+ 0.39% |
$12.5K - $12.9K
|
53.3K
$3.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-22.8K- 27.2% |
$1.38M - $1.43M
|
61K
$3.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.23K- 9.98% |
$135K - $140K
|
20.1K
$1.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.14% |
$364 - $377
|
4.45K
$270K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.69K- 32.7% |
$102K - $106K
|
3.47K
$211K
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
5.8K+ 1.25% |
$352K - $364K
|
470K
$28.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.66K+ 1.84% |
$101K - $104K
|
91.6K
$5.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-186- 7.82% |
$11.3K - $11.7K
|
2.19K
$133K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.25K- 41.31% |
$258K - $267K
|
6.04K
$367K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
SELL
|
- |
-30.9K- 44.99% |
$1.88M - $1.94M
|
37.8K
$2.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-271- 3.29% |
$16.4K - $17K
|
7.97K
$485K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.01K+ 6.01% |
$237K - $249K
|
70.6K
$4.3M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.2K- 12.39% |
$130K - $137K
|
15.6K
$946K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.79K+ 1.81% |
$106K - $111K
|
101K
$6.13M
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
825New |
$48.9K - $51.3K
|
825
$50.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
6.2K+ 20.42% |
$367K - $385K
|
36.5K
$2.22M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
692New |
$41K - $43K
|
692
$42.1K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.4K- 41.19% |
$82.8K - $86.9K
|
2K
$121K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-679- 28.35% |
$40.2K - $42.2K
|
1.72K
$104K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.75K+ 34.98% |
$281K - $295K
|
18.3K
$1.11M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-969- 4.64% |
$57.4K - $60.2K
|
19.9K
$1.21M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-651- 16.6% |
$38.6K - $40.5K
|
3.27K
$199K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-143- 0.46% |
$8.47K - $8.89K
|
30.7K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99.6K+ 12.36% |
$5.9M - $6.19M
|
905K
$55M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.4K+ 106.49% |
$2.57M - $2.7M
|
84.1K
$5.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
918+ 17.76% |
$54.4K - $57K
|
6.09K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
7.92K+ 4.34% |
$469K - $492K
|
190K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.5K+ 79.02% |
$1.28M - $1.34M
|
48.8K
$2.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.5K- 1.41% |
$1.15M - $1.21M
|
1.36M
$82.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-212K- 3.41% |
$12.6M - $13.2M
|
6.01M
$366M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.58K- 9.56% |
$93.3K - $97.9K
|
14.9K
$907K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 44.44% |
$237 - $249
|
5
$304
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.42K- 19.43% |
$143K - $150K
|
10K
$610K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.02K+ 0.83% |
$179K - $188K
|
367K
$22.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.85K+ 4.18% |
$287K - $302K
|
121K
$7.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.1K- 15.35% |
$1.78M - $1.87M
|
166K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.42K+ 35.09% |
$439K - $461K
|
28.6K
$1.74M
|
|