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 |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
6,352
shares
|
$363,524
0.05% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
6,169
shares
|
$353,051
0.13% of portfolio
|
Q4 2023
Reduced 3.2%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,074
shares
|
$347,615
0.0% of portfolio
|
Q1 2025
Added 39.38%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
6,011
shares
|
$344,009
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
5,974
shares
|
$341,892
0.26% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
5,700
shares
|
$326,211
0.04% of portfolio
|
Q1 2024
Added 7.55%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,579
shares
|
$319,286
0.07% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
5,544
shares
|
$317,283
0.09% of portfolio
|
Q1 2025
Added 27.48%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
5,497
shares
|
$314,593
0.02% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,450
shares
|
$311,903
0.0% of portfolio
|
Q1 2025
Reduced 41.21%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
5,409
shares
|
$309,557
0.08% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,315
shares
|
$304,177
0.14% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
5,285
shares
|
$302,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
5,283
shares
|
$302,346
0.05% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
5,177
shares
|
$296,279
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
4,954
shares
|
$283,517
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
4,944
shares
|
$282,945
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,931
shares
|
$282,201
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,896
shares
|
$280,198
0.0% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
4,882
shares
|
$279,396
0.05% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
4,844
shares
|
$277,222
0.2% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,717
shares
|
$269,953
0.07% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
4,677
shares
|
$267,664
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
4,572
shares
|
$261,655
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,571
shares
|
$261,598
0.05% of portfolio
|
Q3 2024
Added 0.04%
|