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 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
61,023
shares
|
$3.71 Million
0.13% of portfolio
|
Q4 2025
Reduced 27.2%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
60,956
shares
|
$3.71 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
59,281
shares
|
$3.6 Million
0.09% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
58,714
shares
|
$3.57 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.49%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
57,123
shares
|
$3.47 Million
0.0% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
53,329
shares
|
$3.24 Million
0.52% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
52,785
shares
|
$3.21 Million
1.73% of portfolio
|
Q3 2025
Added 41.6%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
52,467
shares
|
$3.19 Million
2.39% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
52,361
shares
|
$3.18 Million
0.08% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
51,550
shares
|
$3.13 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jan 14, 2026 Q4 2025 |
48,819
shares
|
$2.97 Million
2.28% of portfolio
|
Q4 2025
Reduced 1.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
48,800
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2025
Added 79.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
46,214
shares
|
$2.81 Million
0.02% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
43,898
shares
|
$2.67 Million
0.09% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
43,882
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2023
Added 108.94%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
43,249
shares
|
$2.63 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
43,109
shares
|
$2.62 Million
0.23% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
39,670
shares
|
$2.41 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
39,599
shares
|
$2.41 Million
0.94% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
39,365
shares
|
$2.39 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
37,916
shares
|
$2.31 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
37,817
shares
|
$2.3 Million
2.15% of portfolio
|
Q4 2025
Reduced 44.99%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
36,615
shares
|
$2.23 Million
1.76% of portfolio
|
Q4 2025
Reduced 1.83%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
36,546
shares
|
$2.22 Million
0.54% of portfolio
|
Q3 2025
Added 20.42%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
35,617
shares
|
$2.17 Million
0.41% of portfolio
|
Q3 2025
Reduced 9.01%
|
|