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 350 institutions that hold shares in the stock, with a total of 42.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,013,578
shares
|
$366 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
4,466,771
shares
|
$272 Million
0.09% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,687,066
shares
|
$224 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,478,115
shares
|
$151 Million
0.2% of portfolio
|
Q3 2025
Reduced 13.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,256,052
shares
|
$137 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,672,261
shares
|
$102 Million
0.06% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,365,398
shares
|
$83 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,361,835
shares
|
$82.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,156,498
shares
|
$70.3 Million
0.01% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
953,973
shares
|
$58 Million
0.08% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
940,514
shares
|
$57.2 Million
0.28% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
904,918
shares
|
$55 Million
0.08% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
787,243
shares
|
$47.9 Million
0.88% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
576,762
shares
|
$35.1 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
556,986
shares
|
$33.9 Million
0.09% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
511,745
shares
|
$31.1 Million
0.08% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
494,913
shares
|
$30.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
471,237
shares
|
$28.7 Million
0.03% of portfolio
|
Q3 2025
Added 14.09%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
464,364
shares
|
$28.2 Million
16.4% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
439,878
shares
|
$26.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
427,837
shares
|
$26 Million
0.17% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
397,604
shares
|
$24.2 Million
5.87% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
366,818
shares
|
$22.3 Million
0.05% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
323,539
shares
|
$19.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
312,926
shares
|
$19 Million
9.03% of portfolio
|
Q3 2025
Reduced 0.42%
|
|