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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-500- 11.55% |
$29.6K - $31.1K
|
3.83K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
397+ 0.67% |
$23.5K - $24.7K
|
59.3K
$3.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
4+ 0.04% |
$237 - $249
|
11.1K
$674K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-6- 0.45% |
$355 - $373
|
1.34K
$81.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-16.1K- 21.49% |
$952K - $999K
|
58.7K
$3.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-81- 0.69% |
$4.8K - $5.03K
|
11.6K
$705K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
64New |
$3.79K - $3.98K
|
64
$3.89K
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
3.77K+ 0.82% |
$223K - $234K
|
464K
$28.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.92K- 7.59% |
$350K - $368K
|
72.1K
$4.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.15K- 25.26% |
$67.9K - $71.3K
|
3.39K
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.77K- 20.09% |
$342K - $359K
|
23K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-695- 0.74% |
$41.2K - $43.2K
|
93.6K
$5.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
241+ 12.51% |
$14.3K - $15K
|
2.17K
$132K
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-74- 0.15% |
$4.38K - $4.6K
|
49.4K
$3M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
300+ 1.36% |
$17.8K - $18.6K
|
22.3K
$1.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
250+ 6.69% |
$14.8K - $15.5K
|
3.99K
$243K
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-22- 0.46% |
$1.3K - $1.37K
|
4.8K
$292K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.11K- 7.1% |
$65.7K - $69K
|
14.5K
$883K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-4.99K- 1.77% |
$295K - $310K
|
276K
$16.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
24+ 0.47% |
$1.42K - $1.49K
|
5.11K
$310K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
1.79K+ 0.79% |
$106K - $111K
|
229K
$13.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-65- 0.34% |
$3.85K - $4.04K
|
19.1K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29.9K- 23.63% |
$1.77M - $1.86M
|
96.6K
$5.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3K- 97.34% |
$178K - $186K
|
82
$4.99K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 1.32% |
$59.2 - $62.1
|
77
$4.68K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-14.2K- 22.92% |
$844K - $885K
|
47.9K
$2.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-3.45K- 5.09% |
$204K - $214K
|
64.3K
$3.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-510- 10.31% |
$30.2K - $31.7K
|
4.44K
$270K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.25K- 10.86% |
$74.3K - $77.9K
|
10.3K
$626K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-5.53K- 16.09% |
$327K - $343K
|
28.8K
$1.75M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
907New |
$53.7K - $56.4K
|
907
$55.2K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
132+ 2.62% |
$7.82K - $8.2K
|
5.16K
$314K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
175K+ 17.21% |
$8.48M - $10.4M
|
1.19M
$72.5M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
53.7K+ 283.25% |
$2.6M - $3.18M
|
72.6K
$4.42M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
5.79KNew |
$280K - $343K
|
5.79K
$352K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
750New |
$36.3K - $44.4K
|
750
$45.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.83K- 11.71% |
$137K - $168K
|
21.3K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
275+ 3.63% |
$13.3K - $16.3K
|
7.84K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.7K- 69.26% |
$520K - $637K
|
4.77K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-370- 1.84% |
$17.9K - $21.9K
|
19.8K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.65K- 66.97% |
$177K - $216K
|
1.8K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-345- 47.0% |
$16.7K - $20.4K
|
389
$23.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.67KNew |
$81.1K - $99.2K
|
1.67K
$102K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.5% |
$48.4 - $59.3
|
201
$12.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
22+ 6.85% |
$1.07K - $1.3K
|
343
$20.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-177- 3.42% |
$8.57K - $10.5K
|
5K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-937- 6.31% |
$45.4K - $55.5K
|
13.9K
$846K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.03% |
$194 - $237
|
11.8K
$715K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.34K- 54.06% |
$210K - $257K
|
3.69K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-300- 1.34% |
$14.5K - $17.8K
|
22.1K
$1.34M
|
|