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 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-40.2K- 30.78% |
$1.66M - $2.1M
|
90.4K
$5.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
405New |
$16.7K - $21.2K
|
405
$24.6K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1.29KNew |
$56K - $63.1K
|
1.29K
$78.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.15KNew |
$223K - $251K
|
5.15K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.25K- 6.94% |
$184K - $207K
|
56.9K
$3.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
10.9KNew |
$472K - $533K
|
10.9K
$663K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22.9K+ 108.94% |
$991K - $1.12M
|
43.9K
$2.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
474New |
$20.5K - $23.1K
|
474
$28.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
178New |
$7.71K - $8.69K
|
178
$10.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
343New |
$14.9K - $16.7K
|
343
$20.9K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
3.72K+ 5.71% |
$161K - $181K
|
68.7K
$4.18M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.52KNew |
$194K - $212K
|
4.52K
$275K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.59KNew |
$154K - $168K
|
3.59K
$218K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.45KNew |
$148K - $162K
|
3.45K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.38KNew |
$102K - $112K
|
2.38K
$145K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-19.3K- 42.4% |
$830K - $905K
|
26.2K
$1.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.04KNew |
$44.8K - $48.9K
|
1.04K
$63.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
70.4KNew |
$3.03M - $3.3M
|
70.4K
$4.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-808- 0.4% |
$34.8K - $37.9K
|
202K
$12.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
374New |
$16.1K - $17.5K
|
374
$22.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.67K- 14.29% |
$71.9K - $78.4K
|
10K
$610K
|
|
| Q1 2023 | |||||||
|
Dec 08, 2025
Q1 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.1K+ 13.14% |
$46.9K - $53.5K
|
9.45K
$575K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 109.76% |
$1.92K - $2.19K
|
86
$5.23K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.6KNew |
$196K - $224K
|
4.6K
$280K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-85- 1.62% |
$3.63K - $4.15K
|
5.18K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.7K- 54.95% |
$670K - $765K
|
12.9K
$782K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3New |
$128 - $146
|
3
$182
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1New |
$42.7 - $48.8
|
1
$60.8
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-100- 0.29% |
$4.27K - $4.88K
|
34.9K
$2.12M
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-4.63K- 34.52% |
$198K - $226K
|
8.79K
$535K
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
58+ 1.01% |
$2.48K - $2.83K
|
5.8K
$353K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
178New |
$7.6K - $8.68K
|
178
$10.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$21.3K - $24.4K
|
500
$30.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
690New |
$29.4K - $33.7K
|
690
$42K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-751- 59.89% |
$32.1K - $36.6K
|
503
$30.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-500- 54.05% |
$21.3K - $24.4K
|
425
$25.8K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.73KNew |
$73.8K - $85.1K
|
1.73K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
951New |
$40.7K - $46.9K
|
951
$57.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
11.6KNew |
$496K - $572K
|
11.6K
$705K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.99KNew |
$342K - $394K
|
7.99K
$486K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
991New |
$42.4K - $48.9K
|
991
$60.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
43.7KNew |
$1.87M - $2.15M
|
43.7K
$2.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
11.6KNew |
$497K - $572K
|
11.6K
$706K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
4.35KNew |
$186K - $215K
|
4.35K
$265K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.42KNew |
$403K - $464K
|
9.42K
$573K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
31.5KNew |
$1.35M - $1.56M
|
31.5K
$1.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
130New |
$5.56K - $6.41K
|
130
$7.91K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
19.4KNew |
$828K - $955K
|
19.4K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4.6KNew |
$197K - $227K
|
4.6K
$280K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.47KNew |
$106K - $122K
|
2.47K
$150K
|
|