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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
24,016
shares
|
$1.37 Million
0.09% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
23,778
shares
|
$1.36 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
23,533
shares
|
$1.35 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
23,384
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
22,826
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
22,805
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
22,541
shares
|
$1.29 Million
0.1% of portfolio
|
Q1 2025
Added 16.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
22,475
shares
|
$1.29 Million
0.12% of portfolio
|
Q1 2025
Reduced 93.48%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
22,380
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
22,158
shares
|
$1.27 Million
0.09% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
22,061
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
21,999
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
21,875
shares
|
$1.25 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
21,386
shares
|
$1.22 Million
0.21% of portfolio
|
Q1 2024
Added 2.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
21,223
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
21,095
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
20,694
shares
|
$1.18 Million
0.53% of portfolio
|
Q1 2025
Added 39.25%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
20,400
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 82.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
20,381
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.82%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
20,133
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
19,527
shares
|
$1.12 Million
0.07% of portfolio
|
Q1 2025
Added 97.76%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
19,428
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
18,770
shares
|
$1.07 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
18,654
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
18,378
shares
|
$1.05 Million
0.69% of portfolio
|
Q1 2025
Reduced 3.16%
|