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 |
|---|---|---|---|---|---|---|---|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
28.2KNew |
$1.62M - $1.77M
|
28.2K
$1.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.86K+ 10.66% |
$107K - $117K
|
19.3K
$1.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-295- 10.97% |
$17K - $18.5K
|
2.4K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-837- 8.32% |
$48.1K - $52.6K
|
9.23K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-45- 0.16% |
$2.59K - $2.83K
|
27.6K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.1K+ 14.17% |
$1.27M - $1.39M
|
178K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$57.5 - $62.8
|
37.1K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
614+ 2.27% |
$35.3K - $38.6K
|
27.7K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.49K+ 26.84% |
$143K - $156K
|
11.8K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.34K- 6.48% |
$76.7K - $83.9K
|
19.3K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.8K- 1.15% |
$735K - $804K
|
1.1M
$66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.82K- 33.11% |
$507K - $554K
|
17.8K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.24K- 0.85% |
$244K - $266K
|
496K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-178K- 11.29% |
$10.2M - $11.2M
|
1.4M
$84M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-40.1K- 16.64% |
$2.3M - $2.52M
|
201K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.5K+ 74.38% |
$602K - $658K
|
24.6K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
88.1K+ 18.55% |
$5.07M - $5.54M
|
563K
$33.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18K- 36.35% |
$1.04M - $1.13M
|
31.6K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.18K+ 18.94% |
$240K - $263K
|
26.3K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.41K+ 0.57% |
$541K - $591K
|
1.67M
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.31K- 23.34% |
$75.5K - $82.5K
|
4.32K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.31KNew |
$75.5K - $82.5K
|
1.31K
$79K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.5K- 3.63% |
$86.4K - $94.4K
|
39.9K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.34K+ 7.06% |
$249K - $272K
|
65.8K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-395- 8.31% |
$22.7K - $24.8K
|
4.36K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.59KNew |
$551K - $602K
|
9.59K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 8.33% |
$5.75K - $6.28K
|
1.3K
$78.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-299- 1.36% |
$17.2K - $18.8K
|
21.8K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.3KNew |
$1.28M - $1.4M
|
22.3K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
743New |
$42.7K - $46.7K
|
743
$44.7K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.93K+ 5.38% |
$168K - $184K
|
57.4K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-633- 4.28% |
$36.4K - $39.8K
|
14.1K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
6.53KNew |
$375K - $410K
|
6.53K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
32KNew |
$1.84M - $2.01M
|
32K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11K+ 78.75% |
$630K - $688K
|
24.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.05% |
$57.5 - $62.8
|
2.01K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.32KNew |
$478K - $523K
|
8.32K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
18.2KNew |
$1.05M - $1.14M
|
18.2K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
11.9KNew |
$682K - $745K
|
11.9K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
353KNew |
$20.3M - $22.1M
|
353K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.75KNew |
$216K - $236K
|
3.75K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-222K- 3.23% |
$12.8M - $14M
|
6.66M
$400M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-252- 5.07% |
$14.5K - $15.8K
|
4.72K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
684+ 31.39% |
$39.3K - $43K
|
2.86K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-269- 0.36% |
$15.5K - $16.9K
|
75.3K
$4.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-47.1K- 5.54% |
$2.71M - $2.96M
|
804K
$48.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.47K+ 5.89% |
$257K - $281K
|
80.4K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.46K- 6.56% |
$141K - $154K
|
35K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-367- 1.96% |
$21.1K - $23.1K
|
18.4K
$1.1M
|