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 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
887+ 7.52% |
$52.5K - $55.1K
|
12.7K
$771K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-30- 2.01% |
$1.78K - $1.86K
|
1.46K
$88.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.61K- 3.92% |
$95.2K - $99.9K
|
39.4K
$2.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-20.5K- 53.23% |
$1.21M - $1.27M
|
18K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-223- 1.74% |
$13.2K - $13.9K
|
12.6K
$766K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.03K+ 0.82% |
$60.7K - $63.7K
|
126K
$7.65M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
816+ 9.41% |
$48.3K - $50.7K
|
9.48K
$577K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-572- 26.56% |
$33.9K - $35.5K
|
1.58K
$96.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
118+ 0.68% |
$6.99K - $7.33K
|
17.5K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.26K+ 18.99% |
$312K - $327K
|
33K
$2.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.35% |
$652 - $684
|
3.17K
$193K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.15% |
$178 - $186
|
2.02K
$123K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-531- 10.05% |
$31.5K - $33K
|
4.75K
$289K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24K- 21.05% |
$1.42M - $1.49M
|
89.9K
$5.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-819- 1.86% |
$48.5K - $50.9K
|
43.2K
$2.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
663+ 13.36% |
$39.3K - $41.2K
|
5.63K
$342K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-365- 2.13% |
$21.6K - $22.7K
|
16.8K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
5+ 0.11% |
$296 - $311
|
4.63K
$282K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
10New |
$592 - $621
|
10
$608
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-22.3K- 99.45% |
$1.32M - $1.38M
|
124
$7.54K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
24+ 0.16% |
$1.42K - $1.49K
|
14.8K
$897K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.04% |
$296 - $311
|
13K
$790K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.3K+ 4.76% |
$1.38M - $1.45M
|
512K
$31.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-552- 2.39% |
$32.7K - $34.3K
|
22.5K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-76- 0.01% |
$4.5K - $4.72K
|
577K
$35.1M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
15.9KNew |
$942K - $988K
|
15.9K
$967K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
889+ 1.72% |
$52.7K - $55.2K
|
52.5K
$3.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1+ 0.01% |
$59.2 - $62.1
|
16K
$976K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-29.7K- 18.62% |
$1.76M - $1.85M
|
130K
$7.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$178 - $186
|
1.53K
$92.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-22.6K- 16.1% |
$1.34M - $1.4M
|
118K
$7.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.68K- 3.27% |
$218K - $228K
|
109K
$6.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
3.33KNew |
$197K - $207K
|
3.33K
$202K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1+ 0.16% |
$59.2 - $62.1
|
608
$37K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
37+ 0.44% |
$2.19K - $2.3K
|
8.45K
$514K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.4K- 49.33% |
$83.2K - $87.2K
|
1.44K
$87.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.9KNew |
$763K - $800K
|
12.9K
$783K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.86K+ 1.96% |
$110K - $116K
|
97.1K
$5.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
726+ 3.19% |
$43K - $45.1K
|
23.5K
$1.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-224- 1.19% |
$13.3K - $13.9K
|
18.6K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-376K- 13.17% |
$22.3M - $23.3M
|
2.48M
$151M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
29.6K+ 54.46% |
$1.75M - $1.84M
|
83.8K
$5.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.35K+ 0.32% |
$80.1K - $84K
|
428K
$26M
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
8K+ 2.05% |
$474K - $497K
|
398K
$24.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
66.9KNew |
$3.96M - $4.16M
|
66.9K
$4.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.45K+ 0.99% |
$145K - $152K
|
250K
$15.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
104+ 0.28% |
$6.16K - $6.46K
|
37.3K
$2.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-705- 2.98% |
$41.8K - $43.8K
|
23K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.19% |
$178 - $186
|
1.57K
$95.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-576- 1.65% |
$34.1K - $35.8K
|
34.3K
$2.09M
|
|