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 348 institutions that hold shares in the stock, with a total of 44.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,239,774
shares
|
$377 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
4,417,821
shares
|
$267 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,107,820
shares
|
$248 Million
0.05% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,853,870
shares
|
$172 Million
0.22% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,592,735
shares
|
$157 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,672,261
shares
|
$101 Million
0.06% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,542,527
shares
|
$93.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,357,428
shares
|
$82 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,122,643
shares
|
$67.8 Million
0.38% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,017,715
shares
|
$61.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
953,973
shares
|
$57.6 Million
0.08% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
812,251
shares
|
$49.1 Million
0.94% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
787,923
shares
|
$47.6 Million
0.11% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
576,838
shares
|
$34.8 Million
0.66% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
541,755
shares
|
$32.7 Million
0.06% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
526,860
shares
|
$31.8 Million
0.09% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
488,470
shares
|
$29.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
460,591
shares
|
$27.8 Million
16.82% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
451,792
shares
|
$27.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
426,485
shares
|
$25.8 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
389,600
shares
|
$23.5 Million
5.97% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
386,071
shares
|
$23.3 Million
0.02% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
363,800
shares
|
$22 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.37%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
345,142
shares
|
$20.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
314,250
shares
|
$19 Million
8.79% of portfolio
|
Q2 2025
Added 1.5%
|