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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
37,271
shares
|
$2.13 Million
0.07% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
36,891
shares
|
$2.11 Million
0.75% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
36,319
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
34,592
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
33,430
shares
|
$1.91 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
31,656
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
31,275
shares
|
$1.79 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
31,038
shares
|
$1.78 Million
0.16% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
30,944
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
30,920
shares
|
$1.77 Million
0.42% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
29,687
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 32.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
29,130
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
28,588
shares
|
$1.64 Million
0.02% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
28,486
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
27,583
shares
|
$1.58 Million
0.41% of portfolio
|
Q1 2025
Added 33.15%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
27,410
shares
|
$1.57 Million
0.82% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
27,229
shares
|
$1.56 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
27,130
shares
|
$1.55 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
26,576
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
26,303
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
26,224
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2023
Reduced 42.4%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
25,043
shares
|
$1.43 Million
0.45% of portfolio
|
Q1 2025
Reduced 31.23%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
25,011
shares
|
$1.43 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
24,544
shares
|
$1.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
24,173
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.94%
|