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 354 institutions that hold shares in the stock, with a total of 46.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
17,891
shares
|
$990,445
0.03% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
17,824
shares
|
$986,736
0.0% of portfolio
|
Q4 2024
Reduced 33.11%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
17,535
shares
|
$970,737
0.74% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
17,118
shares
|
$947,652
0.04% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
17,038
shares
|
$943,223
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
16,714
shares
|
$925,287
0.04% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
16,703
shares
|
$924,678
0.06% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
16,406
shares
|
$908,236
0.01% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
16,149
shares
|
$894,008
0.1% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
15,894
shares
|
$879,891
0.08% of portfolio
|
Q4 2024
Reduced 96.75%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
15,824
shares
|
$876,016
0.06% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
15,683
shares
|
$868,210
0.0% of portfolio
|
Q4 2024
Added 29.18%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
15,620
shares
|
$864,723
0.24% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
15,281
shares
|
$845,956
0.45% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
15,206
shares
|
$841,804
0.1% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
14,861
shares
|
$822,704
0.43% of portfolio
|
Q4 2024
Added 22.51%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
14,832
shares
|
$821,099
0.23% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
14,694
shares
|
$813,459
0.29% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
14,223
shares
|
$787,385
0.09% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
14,147
shares
|
$783,177
0.5% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
12,863
shares
|
$712,095
0.01% of portfolio
|
Q1 2023
Reduced 54.95%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
12,818
shares
|
$709,604
0.6% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,353
shares
|
$683,862
0.38% of portfolio
|
Q1 2024
Added 2.91%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,275
shares
|
$679,544
0.02% of portfolio
|
Q4 2023
Added 2.1%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
12,251
shares
|
$678,215
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|