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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
4,495
shares
|
$257,248
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
4,359
shares
|
$249,465
0.22% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,343
shares
|
$248,549
0.02% of portfolio
|
Q1 2025
Added 108475.0%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
4,323
shares
|
$247,405
0.1% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
4,199
shares
|
$240,308
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,150
shares
|
$237,504
0.01% of portfolio
|
Q2 2024
Reduced 23.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
4,049
shares
|
$231,724
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
3,920
shares
|
$224,341
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,893
shares
|
$222,796
0.01% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
3,759
shares
|
$215,127
0.08% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,755
shares
|
$214,898
0.03% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,750
shares
|
$214,612
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
3,740
shares
|
$214,040
0.14% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
3,737
shares
|
$213,868
0.09% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,725
shares
|
$213,181
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
3,700
shares
|
$211,751
0.03% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
3,699
shares
|
$211,693
0.02% of portfolio
|
Q1 2025
Reduced 45.3%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
3,648
shares
|
$208,775
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
3,162
shares
|
$180,961
0.09% of portfolio
|
Q3 2024
Added 63.33%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
3,000
shares
|
$171,690
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
2,972
shares
|
$170,087
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,696
shares
|
$154,292
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,435
shares
|
$139,355
0.0% of portfolio
|
Q1 2024
Added 22.67%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
2,164
shares
|
$123,845
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,115
shares
|
$121,041
0.04% of portfolio
|
Q4 2024
New holding
|