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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,106
shares
|
$120,526
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,016
shares
|
$115,375
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,910
shares
|
$109,309
0.0% of portfolio
|
Q1 2025
Reduced 22.29%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,747
shares
|
$99,980
0.01% of portfolio
|
Q2 2024
Reduced 22.25%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,701
shares
|
$97,348
0.01% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,664
shares
|
$95,230
0.01% of portfolio
|
Q1 2025
Reduced 30.52%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
1,566
shares
|
$89,622
0.03% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,521
shares
|
$87,046
0.02% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,500
shares
|
$85,845
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,500
shares
|
$85,845
0.04% of portfolio
|
Q3 2024
Reduced 70.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
1,490
shares
|
$85,272
0.03% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
1,442
shares
|
$82,525
0.04% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,350
shares
|
$77,260
0.08% of portfolio
|
Q1 2025
Added 82.19%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,314
shares
|
$75,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
1,293
shares
|
$73,998
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,275
shares
|
$72,968
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
1,245
shares
|
$71,251
0.03% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,235
shares
|
$70,679
0.01% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
1,176
shares
|
$67,302
0.03% of portfolio
|
Q4 2024
Reduced 59.86%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,125
shares
|
$64,383
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,123
shares
|
$64,269
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
850
shares
|
$48,645
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
800
shares
|
$45,784
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
778
shares
|
$44,524
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
775
shares
|
$44,353
0.0% of portfolio
|
Q4 2023
New holding
|