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 327 institutions that hold shares in the stock, with a total of 42.6 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 |
|---|---|---|---|---|---|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
52,745
shares
|
$3.12 Million
2.61% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
49,618
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Added 111.3%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
46,231
shares
|
$2.73 Million
0.05% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
46,080
shares
|
$2.72 Million
0.39% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
45,353
shares
|
$2.68 Million
0.16% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
44,154
shares
|
$2.61 Million
2.01% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
43,882
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2023
Added 108.94%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
41,445
shares
|
$2.45 Million
0.16% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
40,780
shares
|
$2.41 Million
0.09% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
39,317
shares
|
$2.32 Million
0.07% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
38,634
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
37,492
shares
|
$2.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
37,066
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
36,542
shares
|
$2.16 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
35,890
shares
|
$2.12 Million
0.61% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
35,845
shares
|
$2.12 Million
0.58% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
35,680
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
35,597
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
34,882
shares
|
$2.06 Million
0.97% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
34,638
shares
|
$2.05 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
33,085
shares
|
$1.95 Million
0.9% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
32,690
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
31,732
shares
|
$1.87 Million
0.04% of portfolio
|
Q3 2024
Added 1101.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
30,067
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
29,839
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.84%
|