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 327 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
9,265
shares
|
$547,190
0.01% of portfolio
|
Q2 2024
Reduced 22.29%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
9,200
shares
|
$543,352
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
8,850
shares
|
$522,681
0.03% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
8,849
shares
|
$522,621
0.05% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
8,840
shares
|
$522,090
0.07% of portfolio
|
Q2 2022
Reduced 13.67%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
8,825
shares
|
$521,204
0.19% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,758
shares
|
$517,247
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
8,570
shares
|
$506,144
0.09% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
8,492
shares
|
$501,537
0.02% of portfolio
|
Q2 2024
Reduced 97.85%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
8,383
shares
|
$495,099
0.16% of portfolio
|
Q3 2024
Added 54.64%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,322
shares
|
$491,497
0.02% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,278
shares
|
$488,898
0.03% of portfolio
|
Q2 2023
Reduced 4.16%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,234
shares
|
$486,300
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
8,062
shares
|
$476,141
0.14% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
8,039
shares
|
$474,783
0.11% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
7,649
shares
|
$451,749
0.04% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
7,622
shares
|
$450,155
0.02% of portfolio
|
Q3 2024
Reduced 23.18%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
7,566
shares
|
$446,847
0.01% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,510
shares
|
$443,540
0.53% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
7,423
shares
|
$438,402
0.04% of portfolio
|
Q2 2024
Added 317.96%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
7,265
shares
|
$429,070
0.01% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
7,265
shares
|
$429,070
0.02% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
7,027
shares
|
$415,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
6,737
shares
|
$397,887
0.15% of portfolio
|
Q3 2024
Reduced 15.6%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
6,648
shares
|
$392,630
0.04% of portfolio
|
Q3 2024
Reduced 52.34%
|