Institutional Ownership First Trust Dorsey Wright Focu (FV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Focu (FV). We have compiled data on the 346 institutions that hold shares in the stock, with a total of 45 Million shares, which have been reported (via 13F filing form) to have a value of $2.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,239,774
shares
|
$357 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
4,464,951
shares
|
$256 Million
0.1% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,107,820
shares
|
$235 Million
0.05% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,845,827
shares
|
$163 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,592,735
shares
|
$148 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,672,261
shares
|
$95.7 Million
0.06% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,542,527
shares
|
$88.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,357,428
shares
|
$77.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,122,643
shares
|
$64.2 Million
0.38% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,017,715
shares
|
$58.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
953,973
shares
|
$54.6 Million
0.08% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
790,523
shares
|
$45.2 Million
1.03% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
783,632
shares
|
$44.8 Million
0.1% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
574,602
shares
|
$32.9 Million
0.76% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
529,761
shares
|
$30.3 Million
0.06% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
515,765
shares
|
$29.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
497,334
shares
|
$28.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
459,169
shares
|
$26.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
455,580
shares
|
$26.1 Million
16.75% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
445,649
shares
|
$25.5 Million
0.06% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
434,478
shares
|
$24.9 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
407,226
shares
|
$23.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 98.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
386,071
shares
|
$22.1 Million
0.02% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
383,167
shares
|
$21.9 Million
6.21% of portfolio
|
Q1 2025
Reduced 21.85%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
360,549
shares
|
$20.6 Million
0.01% of portfolio
|
Q1 2025
Added 2.03%
|