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 43.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,150
shares
|
$252,569
0.01% of portfolio
|
Q2 2024
Reduced 23.22%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,035
shares
|
$245,570
0.01% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
3,980
shares
|
$242,222
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
3,921
shares
|
$238,632
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
3,759
shares
|
$228,772
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
3,759
shares
|
$228,772
0.12% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
3,750
shares
|
$228,225
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
3,738
shares
|
$227,494
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,725
shares
|
$226,703
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
3,700
shares
|
$225,182
0.03% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,699
shares
|
$225,121
0.02% of portfolio
|
Q1 2025
Reduced 45.3%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,692
shares
|
$224,695
0.01% of portfolio
|
Q2 2025
Reduced 54.06%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
3,648
shares
|
$222,017
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,394
shares
|
$206,558
0.01% of portfolio
|
Q2 2025
Added 25.89%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
3,389
shares
|
$206,254
0.14% of portfolio
|
Q3 2024
Added 49.99%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,162
shares
|
$192,439
0.08% of portfolio
|
Q3 2024
Added 63.33%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$182,580
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
2,846
shares
|
$173,207
0.07% of portfolio
|
Q2 2025
Added 97.36%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
2,674
shares
|
$162,739
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,395
shares
|
$145,759
0.01% of portfolio
|
Q2 2025
Added 43.93%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
2,378
shares
|
$144,725
0.01% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,154
shares
|
$131,092
0.02% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2,115
shares
|
$128,718
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,106
shares
|
$128,171
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
2,019
shares
|
$122,876
0.01% of portfolio
|
Q2 2025
Added 0.15%
|