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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
7.34K+ 4.49% |
$435K - $456K
|
171K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.23K- 45.19% |
$132K - $139K
|
2.7K
$164K
|
|
|
Nov 10, 2025
Q3 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-77- 1.36% |
$4.56K - $4.78K
|
5.6K
$340K
|
|
|
Nov 10, 2025
Q3 2025
|
360 Financial, Inc.
|
SELL
|
- |
-966- 15.41% |
$57.2K - $60K
|
5.3K
$323K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.73K+ 10.83% |
$162K - $169K
|
27.9K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
658+ 4.32% |
$39K - $40.9K
|
15.9K
$966K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1- -0.0% |
$59.2 - $62.1
|
43.1K
$2.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-272- 1.93% |
$16.1K - $16.9K
|
13.8K
$841K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
581+ 44.22% |
$34.4K - $36.1K
|
1.9K
$115K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-400- 5.64% |
$23.7K - $24.9K
|
6.69K
$407K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.73K+ 12.06% |
$102K - $107K
|
16K
$976K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.3K- 30.3% |
$1.62M - $1.7M
|
62.9K
$3.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.66KNew |
$276K - $290K
|
4.66K
$284K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
875+ 14.92% |
$51.8K - $54.4K
|
6.74K
$410K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.88K+ 10.34% |
$171K - $179K
|
30.7K
$1.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-363- 2.15% |
$21.5K - $22.6K
|
16.5K
$1M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-42- 0.29% |
$2.49K - $2.61K
|
14.5K
$885K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2K- 1.28% |
$119K - $125K
|
154K
$9.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
294New |
$17.4K - $18.3K
|
294
$17.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-25K- 3.08% |
$1.48M - $1.55M
|
787K
$47.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-597- 2.23% |
$35.4K - $37.1K
|
26.1K
$1.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
530+ 7.91% |
$31.4K - $32.9K
|
7.23K
$439K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-35- 0.53% |
$2.07K - $2.17K
|
6.6K
$401K
|
|
|
Nov 06, 2025
Q3 2025
|
Warner Group LLC
Madison, CT |
BUY
|
- |
11KNew |
$654K - $686K
|
11K
$671K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
489+ 14.43% |
$29K - $30.4K
|
3.88K
$236K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-887- 0.6% |
$52.5K - $55.1K
|
146K
$8.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-15.5K- 12.56% |
$918K - $963K
|
108K
$6.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.2K+ 88.23% |
$664K - $697K
|
23.9K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-600- 1.84% |
$35.5K - $37.3K
|
31.9K
$1.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.76K- 17.95% |
$163K - $171K
|
12.6K
$767K
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
BUY
|
- |
459+ 0.41% |
$27.2K - $28.5K
|
112K
$6.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-356- 2.73% |
$21.1K - $22.1K
|
12.7K
$770K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.48K+ 187.89% |
$206K - $216K
|
5.33K
$324K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
4.97K+ 3.73% |
$295K - $309K
|
138K
$8.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
84.9K+ 359.59% |
$5.03M - $5.27M
|
108K
$6.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.32K- 0.42% |
$78.4K - $82.3K
|
313K
$19M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 6.76% |
$81.3K - $85.3K
|
18.9K
$1.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-549- 2.39% |
$32.5K - $34.1K
|
22.5K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
238+ 0.76% |
$14.1K - $14.8K
|
31.7K
$1.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$178 - $186
|
21.4K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18K- 11.18% |
$1.06M - $1.12M
|
143K
$8.68M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
108+ 1.48% |
$6.4K - $6.71K
|
7.41K
$450K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
316New |
$18.7K - $19.6K
|
316
$19.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
294+ 1.95% |
$17.4K - $18.3K
|
15.4K
$937K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.3K+ 8.95% |
$255K - $267K
|
52.4K
$3.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-999- 21.85% |
$59.2K - $62.1K
|
3.57K
$217K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.43K+ 6.46% |
$322K - $338K
|
89.6K
$5.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.6K- 6.26% |
$1.28M - $1.34M
|
324K
$19.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-519- 0.97% |
$30.7K - $32.3K
|
53.1K
$3.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-506- 0.48% |
$30K - $31.4K
|
105K
$6.38M
|
|