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 |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
112,252
shares
|
$6.42 Million
1.36% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
108,543
shares
|
$6.21 Million
2.35% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
107,277
shares
|
$6.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.99%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
106,552
shares
|
$6.1 Million
3.11% of portfolio
|
Q4 2022
Reduced 4.83%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
97,884
shares
|
$5.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
96,202
shares
|
$5.51 Million
0.39% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
95,049
shares
|
$5.44 Million
0.37% of portfolio
|
Q1 2025
Reduced 28.98%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
94,417
shares
|
$5.4 Million
0.08% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
93,717
shares
|
$5.36 Million
4.07% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
91,016
shares
|
$5.21 Million
0.17% of portfolio
|
Q1 2025
Reduced 61.6%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
90,406
shares
|
$5.17 Million
2.76% of portfolio
|
Q4 2023
Reduced 30.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
90,181
shares
|
$5.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
85,920
shares
|
$4.92 Million
2.6% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
80,469
shares
|
$4.61 Million
0.0% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
78,451
shares
|
$4.49 Million
0.1% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
77,940
shares
|
$4.46 Million
1.62% of portfolio
|
Q2 2022
Reduced 4.62%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
76,484
shares
|
$4.38 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
74,948
shares
|
$4.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
74,686
shares
|
$4.27 Million
0.13% of portfolio
|
Q2 2020
Added 1.5%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
74,622
shares
|
$4.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 70.61%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
73,897
shares
|
$4.23 Million
0.13% of portfolio
|
Q3 2022
Added 13.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
70,457
shares
|
$4.03 Million
0.0% of portfolio
|
Q1 2025
Added 123.1%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
69,440
shares
|
$3.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
68,744
shares
|
$3.93 Million
5.32% of portfolio
|
Q3 2023
Added 5.71%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
68,303
shares
|
$3.91 Million
0.79% of portfolio
|
Q1 2025
Added 2.89%
|