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 331 institutions that hold shares in the stock, with a total of 42.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,878,939
shares
|
$428 Million
0.03% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,187,814
shares
|
$261 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,138,630
shares
|
$258 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,813,237
shares
|
$175 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,672,261
shares
|
$104 Million
0.06% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,664,778
shares
|
$104 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,574,569
shares
|
$98.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,110,348
shares
|
$69.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
993,019
shares
|
$61.8 Million
0.39% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
953,973
shares
|
$59.4 Million
0.08% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
894,686
shares
|
$55.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
850,925
shares
|
$53 Million
1.3% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
568,765
shares
|
$35.4 Million
0.98% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
513,339
shares
|
$32 Million
0.08% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
500,075
shares
|
$31.1 Million
0.06% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
490,310
shares
|
$30.5 Million
8.31% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
475,077
shares
|
$29.6 Million
0.09% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
449,550
shares
|
$28 Million
17.83% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
440,396
shares
|
$27.4 Million
0.22% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
437,043
shares
|
$27.2 Million
0.01% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
430,310
shares
|
$26.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.87%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
406,799
shares
|
$25.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
385,926
shares
|
$24 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
298,141
shares
|
$18.6 Million
9.17% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
280,908
shares
|
$17.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.88%
|