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 |
|---|---|---|---|---|---|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
743
shares
|
$42,521
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
734
shares
|
$42,006
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
700
shares
|
$40,061
0.0% of portfolio
|
Q3 2021
Reduced 67.44%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
687
shares
|
$39,317
0.0% of portfolio
|
Q1 2025
Added 18.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
670
shares
|
$38,344
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
568
shares
|
$32,506
0.01% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
534
shares
|
$30,560
0.0% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
507
shares
|
$29,015
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
500
shares
|
$28,615
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
500
shares
|
$28,615
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
477
shares
|
$27,298
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
452
shares
|
$25,867
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
405
shares
|
$23,178
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
400
shares
|
$22,892
0.0% of portfolio
|
Q1 2025
Reduced 69.23%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
394
shares
|
$22,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
384
shares
|
$21,976
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
374
shares
|
$21,404
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
360
shares
|
$20,602
0.0% of portfolio
|
Q1 2025
Reduced 28.71%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
330
shares
|
$18,885
0.0% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
321
shares
|
$18,370
0.0% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
317
shares
|
$18,141
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
298
shares
|
$17,054
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
285
shares
|
$16,310
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
275
shares
|
$15,738
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
250
shares
|
$14,307
0.01% of portfolio
|
Q3 2024
New holding
|