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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-534Closed |
$13.2K - $17.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Nov 14, 2024
Q1 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.46KClosed |
$145K - $219K
|
0
$0
|
|
|
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-40Closed |
$896 - $1.36K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1KClosed |
$22.4K - $34K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.35KClosed |
$165K - $250K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-23.7KClosed |
$532K - $806K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.5KClosed |
$33.7K - $51K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1KClosed |
$22.4K - $34K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-150Closed |
$3.36K - $5.09K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-257KClosed |
$5.77M - $8.74M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.1KClosed |
$24.6K - $37.4K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-200Closed |
$4.48K - $6.79K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-58Closed |
$1.3K - $1.97K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-110KClosed |
$2.47M - $3.74M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Webster Bank, N. A.
|
SELL
|
- |
-8.6KClosed |
$193K - $292K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-558Closed |
$16.1K - $17.7K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-190Closed |
$5.47K - $6.02K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-17.2KClosed |
$494K - $544K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.4KNew |
$300K - $330K
|
10.4K
$633K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-9.38KClosed |
$277K - $285K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-464Closed |
$13.7K - $14.1K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-613Closed |
$18.1K - $18.6K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Crewe Advisors LLC
|
SELL
|
- |
-1.25KClosed |
$36.9K - $38K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-97Closed |
$2.86K - $2.94K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5- 1.7% |
$148 - $152
|
289
$17.6K
|
|
|
Oct 28, 2019
Q3 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.72KClosed |
$198K - $204K
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-255Closed |
$7.53K - $7.74K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-244Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-496Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-118Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-169Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.5KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.06KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-8.09KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-8.8KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Xr Securities LLC
|
SELL
|
- |
-7.81KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-313Closed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
New Square Capital LLC
|
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
First Command Advisory Services, Inc.
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-7KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-58KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Truepoint, Inc.
|
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
SELL
|
- |
-613Closed |
N/A
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Regions Financial Corp
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
First Command Financial Services, Inc.
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|