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 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
47.7KNew |
$2.74M - $2.99M
|
47.7K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.61K- 1.36% |
$150K - $164K
|
189K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-434- 11.21% |
$24.9K - $27.3K
|
3.44K
$188K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
421+ 2.4% |
$24.2K - $26.4K
|
17.9K
$983K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-439- 0.17% |
$25.2K - $27.6K
|
255K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-117- 2.15% |
$6.72K - $7.35K
|
5.32K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.1K+ 54.75% |
$120K - $132K
|
5.92K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
9.8K+ 9.24% |
$563K - $616K
|
116K
$6.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-428- 2.29% |
$24.6K - $26.9K
|
18.3K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.66MNew |
$153M - $167M
|
2.66M
$146M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.65K- 3.78% |
$382K - $418K
|
170K
$9.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
3.67K+ 3.68% |
$211K - $231K
|
103K
$5.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-34- 1.85% |
$1.95K - $2.14K
|
1.81K
$99K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-577- 2.39% |
$33.2K - $36.2K
|
23.6K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-159- 1.9% |
$9.14K - $9.99K
|
8.22K
$451K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.58K+ 17.8% |
$90.5K - $98.9K
|
10.4K
$571K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.4K+ 96.44% |
$1M - $1.09M
|
35.5K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.12K+ 2.93% |
$179K - $196K
|
110K
$6.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.05% |
$57.5 - $62.8
|
2.16K
$118K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.62K+ 0.58% |
$92.9K - $102K
|
283K
$15.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-339- 3.83% |
$19.5K - $21.3K
|
8.51K
$466K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-36- 0.95% |
$2.07K - $2.26K
|
3.73K
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.38K- 21.95% |
$137K - $149K
|
8.46K
$463K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1+ 0.03% |
$57.5 - $62.8
|
3.92K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28+ 0.11% |
$1.61K - $1.76K
|
25.1K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4.52K+ 5.07% |
$260K - $284K
|
93.7K
$5.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.79K- 0.31% |
$103K - $112K
|
567K
$31.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.51K+ 5.14% |
$86.6K - $94.7K
|
30.8K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.4K+ 11.58% |
$825K - $902K
|
138K
$7.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
187New |
$10.7K - $11.7K
|
187
$10.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
92.5KNew |
$5.32M - $5.81M
|
92.5K
$5.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-372- 0.55% |
$21.4K - $23.4K
|
66.7K
$3.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
591+ 0.45% |
$34K - $37.1K
|
131K
$7.17M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.24K+ 0.28% |
$71K - $77.6K
|
440K
$24.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.38K- 7.91% |
$137K - $149K
|
27.7K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-171- 10.6% |
$9.83K - $10.7K
|
1.44K
$79K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
7.11K+ 2.44% |
$409K - $447K
|
298K
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
40.2K+ 258.93% |
$2.31M - $2.53M
|
55.7K
$3.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
136+ 0.07% |
$7.82K - $8.54K
|
195K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
63.9KNew |
$3.67M - $4.01M
|
63.9K
$3.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.83K- 20.41% |
$163K - $178K
|
11.1K
$605K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
101+ 1.07% |
$5.8K - $6.34K
|
9.55K
$523K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
200+ 1.13% |
$11.5K - $12.6K
|
17.9K
$981K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-20.1K- 85.26% |
$1.15M - $1.26M
|
3.47K
$190K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-76- 0.24% |
$4.37K - $4.77K
|
31.7K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-483- 9.4% |
$27.8K - $30.3K
|
4.66K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.13K+ 6.19% |
$295K - $322K
|
88K
$4.82M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
773+ 5.5% |
$44.4K - $48.6K
|
14.8K
$812K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.49K+ 1.66% |
$85.8K - $93.8K
|
91.3K
$5M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$115 - $126
|
10.3K
$562K
|