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 354 institutions that hold shares in the stock, with a total of 46.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
342,760
shares
|
$18.8 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
298,141
shares
|
$16.3 Million
9.17% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
282,525
shares
|
$15.5 Million
0.07% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
255,492
shares
|
$14 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
232,258
shares
|
$12.7 Million
2.16% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
225,249
shares
|
$12.3 Million
2.91% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
200,984
shares
|
$11 Million
0.15% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
195,120
shares
|
$10.7 Million
0.07% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
188,911
shares
|
$10.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
186,049
shares
|
$10.2 Million
1.59% of portfolio
|
Q4 2024
Added 206.62%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
178,327
shares
|
$9.77 Million
0.42% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
170,160
shares
|
$9.32 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
169,514
shares
|
$9.29 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
159,253
shares
|
$8.72 Million
3.31% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
158,948
shares
|
$8.71 Million
0.72% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
152,040
shares
|
$8.33 Million
1.42% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
144,840
shares
|
$7.93 Million
7.75% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
138,366
shares
|
$7.58 Million
0.27% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
133,843
shares
|
$7.33 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
132,126
shares
|
$7.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 34.56%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
130,808
shares
|
$7.17 Million
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
130,650
shares
|
$7.16 Million
1.51% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
127,274
shares
|
$6.97 Million
0.26% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
120,749
shares
|
$6.61 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
120,094
shares
|
$6.58 Million
0.01% of portfolio
|
Q4 2024
Added 236.59%
|