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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
18,166
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 96.92%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
17,995
shares
|
$1.03 Million
0.24% of portfolio
|
Q1 2025
Reduced 92.01%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
17,796
shares
|
$1.02 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
17,717
shares
|
$1.01 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
17,696
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
17,530
shares
|
$1 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
17,408
shares
|
$996,259
0.01% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
17,045
shares
|
$975,485
0.03% of portfolio
|
Q1 2025
Added 195.71%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
17,034
shares
|
$974,855
0.07% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
16,765
shares
|
$959,460
0.06% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
16,699
shares
|
$955,683
0.06% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
16,045
shares
|
$918,255
0.01% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
15,974
shares
|
$914,192
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
15,968
shares
|
$913,848
0.03% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
15,821
shares
|
$905,435
0.44% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
15,588
shares
|
$892,101
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
15,510
shares
|
$887,637
0.0% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
15,247
shares
|
$872,585
0.04% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
14,910
shares
|
$853,299
0.09% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
14,848
shares
|
$849,751
0.09% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
14,710
shares
|
$841,853
0.29% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
14,477
shares
|
$828,518
0.22% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
14,318
shares
|
$819,419
0.0% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
14,044
shares
|
$803,738
0.21% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
13,907
shares
|
$795,897
0.07% of portfolio
|
Q1 2025
Reduced 2.22%
|