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 325 institutions that hold shares in the stock, with a total of 42.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
106,552
shares
|
$6.41 Million
3.11% of portfolio
|
Q4 2022
Reduced 4.83%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
106,129
shares
|
$6.38 Million
0.55% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
99,814
shares
|
$6 Million
2.6% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
96,313
shares
|
$5.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
90,406
shares
|
$5.44 Million
2.76% of portfolio
|
Q4 2023
Reduced 30.78%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
89,803
shares
|
$5.4 Million
4.09% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
89,195
shares
|
$5.37 Million
4.06% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
86,348
shares
|
$5.19 Million
0.19% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
82,906
shares
|
$4.99 Million
0.08% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
77,940
shares
|
$4.69 Million
1.62% of portfolio
|
Q2 2022
Reduced 4.62%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
77,522
shares
|
$4.66 Million
0.13% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
76,544
shares
|
$4.6 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
75,898
shares
|
$4.57 Million
0.27% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
75,547
shares
|
$4.54 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
74,686
shares
|
$4.49 Million
0.13% of portfolio
|
Q2 2020
Added 1.5%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
73,897
shares
|
$4.45 Million
0.13% of portfolio
|
Q3 2022
Added 13.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
69,352
shares
|
$4.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
68,744
shares
|
$4.14 Million
5.32% of portfolio
|
Q3 2023
Added 5.71%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
67,106
shares
|
$4.04 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
66,348
shares
|
$3.99 Million
1.53% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
61,432
shares
|
$3.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
61,030
shares
|
$3.67 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
54,431
shares
|
$3.27 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
54,064
shares
|
$3.25 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
52,745
shares
|
$3.17 Million
2.61% of portfolio
|
Q3 2024
Added 1.36%
|