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 |
|---|---|---|---|---|---|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
13,612
shares
|
$779,014
0.46% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
13,314
shares
|
$761,960
0.02% of portfolio
|
Q1 2025
Reduced 25.58%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
13,048
shares
|
$746,737
0.0% of portfolio
|
Q1 2025
Reduced 27.18%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
12,863
shares
|
$736,149
0.01% of portfolio
|
Q1 2023
Reduced 54.95%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
12,820
shares
|
$733,688
0.62% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
12,367
shares
|
$707,763
0.14% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,353
shares
|
$706,962
0.38% of portfolio
|
Q1 2024
Added 2.91%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,275
shares
|
$702,498
0.02% of portfolio
|
Q4 2023
Added 2.1%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
11,939
shares
|
$683,268
0.01% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
11,755
shares
|
$672,738
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
11,698
shares
|
$669,476
0.29% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
11,320
shares
|
$647,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
11,279
shares
|
$645,497
0.37% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
11,088
shares
|
$634,566
0.02% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,713
shares
|
$613,104
0.02% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
10,700
shares
|
$612,361
0.01% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
10,534
shares
|
$602,860
0.05% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
10,257
shares
|
$587,008
0.31% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
9,652
shares
|
$552,383
0.27% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
9,484
shares
|
$542,769
0.04% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
9,200
shares
|
$526,516
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
9,147
shares
|
$523,482
0.03% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
8,840
shares
|
$505,913
0.06% of portfolio
|
Q2 2022
Reduced 13.67%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
8,575
shares
|
$490,747
0.17% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
8,570
shares
|
$490,461
0.08% of portfolio
|
Q3 2024
Reduced 1.19%
|