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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,511
shares
|
$487,084
0.03% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
8,471
shares
|
$484,795
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
8,461
shares
|
$484,223
0.12% of portfolio
|
Q4 2024
Reduced 21.95%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
8,434
shares
|
$482,677
0.01% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
8,358
shares
|
$478,328
0.05% of portfolio
|
Q1 2025
Reduced 24.38%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,322
shares
|
$476,268
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
8,300
shares
|
$475,009
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
8,279
shares
|
$473,807
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,036
shares
|
$459,900
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
8,007
shares
|
$458,240
0.02% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
7,948
shares
|
$454,864
0.01% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,765
shares
|
$444,390
0.0% of portfolio
|
Q1 2025
Added 171.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
7,702
shares
|
$440,785
0.0% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
7,698
shares
|
$440,556
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
7,675
shares
|
$439,240
0.04% of portfolio
|
Q1 2025
Reduced 51.71%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
7,566
shares
|
$433,002
0.01% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
7,560
shares
|
$432,658
0.01% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
7,522
shares
|
$430,484
0.13% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,510
shares
|
$429,797
0.53% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
7,474
shares
|
$427,737
0.15% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
7,411
shares
|
$424,131
0.03% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
7,087
shares
|
$405,589
0.01% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,030
shares
|
$402,326
0.01% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
6,972
shares
|
$399,007
0.14% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
6,402
shares
|
$366,386
0.09% of portfolio
|
Q1 2025
Added 6.45%
|