Latest Institutional Sells of First Trust Dorsey Wright Focu (FV)
This list provides information on the latest institutional transactions involving First Trust Dorsey Wright Focu (FV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-160- 2.15% |
$8.22K - $9.57K
|
7.27K
$451K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-132- 0.95% |
$6.78K - $7.9K
|
13.7K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-129- 3.31% |
$6.62K - $7.72K
|
3.77K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-127- 2.49% |
$6.52K - $7.6K
|
4.97K
$308K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-103- 1.19% |
$5.29K - $6.16K
|
8.57K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-100- 1.13% |
$5.14K - $5.98K
|
8.76K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-88- 1.5% |
$4.52K - $5.26K
|
5.78K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-48- 1.92% |
$2.46K - $2.87K
|
2.46K
$152K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-39- 0.44% |
$2K - $2.33K
|
8.85K
$549K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-37- 0.78% |
$1.9K - $2.21K
|
4.72K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-28- 11.43% |
$1.44K - $1.67K
|
217
$13.5K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-15- 0.17% |
$770 - $897
|
8.85K
$549K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-11- 0.1% |
$565 - $658
|
10.8K
$672K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1- 0.02% |
$51.4 - $59.8
|
5.18K
$321K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-386K- 97.85% |
$20.3M - $22.3M
|
8.49K
$527K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-63.6K- 94.76% |
$3.33M - $3.67M
|
3.51K
$218K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
SELL
|
- |
-31.8K- 11.96% |
$1.67M - $1.84M
|
234K
$14.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-20.5K- 81.7% |
$1.07M - $1.18M
|
4.58K
$284K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3K- 50.0% |
$157K - $173K
|
3K
$186K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.66K- 22.29% |
$139K - $154K
|
9.27K
$575K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.26K- 23.22% |
$65.8K - $72.5K
|
4.15K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-759- 3.34% |
$39.8K - $43.9K
|
22K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-752- 10.47% |
$39.4K - $43.5K
|
6.43K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-500- 22.25% |
$26.2K - $28.9K
|
1.75K
$108K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-306- 7.72% |
$16K - $17.7K
|
3.66K
$227K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-180- 16.06% |
$9.43K - $10.4K
|
941
$58.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-109- 15.98% |
$5.71K - $6.3K
|
573
$35.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-100- 0.44% |
$5.24K - $5.78K
|
22.6K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5- 0.98% |
$262 - $289
|
505
$31.3K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-46.4K- 92.89% |
$2.3M - $2.65M
|
3.55K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.5K- 6.44% |
$1.21M - $1.4M
|
355K
$22M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-864- 13.42% |
$42.9K - $49.4K
|
5.57K
$346K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-635- 14.59% |
$31.5K - $36.3K
|
3.72K
$230K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-52- 0.8% |
$2.58K - $2.98K
|
6.45K
$400K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1- 0.01% |
$49.6 - $57.2
|
7.57K
$469K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-40.2K- 30.78% |
$1.66M - $2.1M
|
90.4K
$5.61M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.98K- 21.3% |
$370K - $470K
|
33.2K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.06K- 98.05% |
$43.5K - $55.3K
|
21
$1.3K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-431- 2.47% |
$17.8K - $22.6K
|
17K
$1.05M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-204- 3.2% |
$8.4K - $10.7K
|
6.17K
$383K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-103Closed |
$4.24K - $5.39K
|
0
$0
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 28.57% |
$412 - $523
|
25
$1.55K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-10.4K- 87.14% |
$452K - $509K
|
1.54K
$95.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.25K- 6.94% |
$184K - $207K
|
56.9K
$3.53M
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-19.3K- 42.4% |
$830K - $905K
|
26.2K
$1.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.67K- 14.29% |
$71.9K - $78.4K
|
10K
$622K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-808- 0.4% |
$34.8K - $37.9K
|
202K
$12.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-359- 4.16% |
$15.4K - $16.8K
|
8.28K
$513K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.7K- 54.95% |
$670K - $765K
|
12.9K
$798K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.42K- 48.62% |
$274K - $313K
|
6.78K
$420K
|
|