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 |
|---|---|---|---|---|---|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
309,595
shares
|
$17.7 Million
9.06% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
275,833
shares
|
$15.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
257,577
shares
|
$14.7 Million
0.13% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
228,192
shares
|
$13.1 Million
1.97% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
185,708
shares
|
$10.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
185,625
shares
|
$10.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
181,583
shares
|
$10.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
169,972
shares
|
$9.73 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
165,535
shares
|
$9.47 Million
0.75% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
165,023
shares
|
$9.44 Million
2.68% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
164,938
shares
|
$9.44 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
163,364
shares
|
$9.35 Million
3.42% of portfolio
|
Q1 2025
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
163,364
shares
|
$9.35 Million
3.32% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
160,439
shares
|
$9.18 Million
6.35% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
159,109
shares
|
$9.11 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
147,605
shares
|
$8.45 Million
0.27% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
143,807
shares
|
$8.23 Million
7.02% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
133,128
shares
|
$7.62 Million
0.19% of portfolio
|
Q1 2025
Added 2333.34%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
131,765
shares
|
$7.54 Million
0.33% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
130,868
shares
|
$7.49 Million
1.48% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
130,216
shares
|
$7.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
123,818
shares
|
$7.09 Million
0.44% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
122,376
shares
|
$7 Million
0.6% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
119,276
shares
|
$6.83 Million
0.0% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
113,918
shares
|
$6.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.14%
|