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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
66,734
shares
|
$3.82 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
64,306
shares
|
$3.68 Million
1.79% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
62,170
shares
|
$3.56 Million
0.71% of portfolio
|
Q1 2025
Reduced 59.11%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
61,030
shares
|
$3.49 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
59,762
shares
|
$3.42 Million
0.37% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
55,742
shares
|
$3.19 Million
0.1% of portfolio
|
Q4 2024
Added 258.93%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
55,604
shares
|
$3.18 Million
1.89% of portfolio
|
Q1 2025
Reduced 39.89%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
53,445
shares
|
$3.06 Million
0.53% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
52,492
shares
|
$3 Million
2.38% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
49,344
shares
|
$2.82 Million
2.3% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
46,325
shares
|
$2.65 Million
1.13% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
46,043
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Added 85.18%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
45,796
shares
|
$2.62 Million
2.26% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
44,624
shares
|
$2.55 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
43,882
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2023
Added 108.94%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
43,463
shares
|
$2.49 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
43,433
shares
|
$2.49 Million
0.35% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
42,815
shares
|
$2.45 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
42,360
shares
|
$2.42 Million
0.07% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
42,191
shares
|
$2.41 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
40,874
shares
|
$2.34 Million
0.13% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
40,248
shares
|
$2.3 Million
0.8% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
38,685
shares
|
$2.21 Million
0.68% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
37,904
shares
|
$2.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
37,517
shares
|
$2.15 Million
1.63% of portfolio
|
Q1 2025
Reduced 3.04%
|