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 296 institutions that hold shares in the stock, with a total of 41.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
6,715,078
shares
|
$373 Million
0.03% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
4,171,450
shares
|
$232 Million
0.13% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
4,164,732
shares
|
$231 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
2,879,745
shares
|
$160 Million
0.27% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,697,563
shares
|
$94.2 Million
0.07% of portfolio
|
Q1 2024
Added 2.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,670,312
shares
|
$92.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,230,106
shares
|
$68.3 Million
0.16% of portfolio
|
Q1 2024
Reduced 11.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,177,286
shares
|
$65.4 Million
0.02% of portfolio
|
Q1 2024
Added 12.6%
|
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
1,005,960
shares
|
$55.8 Million
1.75% of portfolio
|
Q4 2023
Reduced 40.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
988,944
shares
|
$54.9 Million
0.51% of portfolio
|
Q1 2024
Added 4.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
962,724
shares
|
$53.4 Million
0.08% of portfolio
|
Q1 2024
Reduced 9.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
548,616
shares
|
$30.5 Million
1.27% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
538,080
shares
|
$29.9 Million
0.12% of portfolio
|
Q1 2024
Added 47.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
535,013
shares
|
$29.7 Million
0.07% of portfolio
|
Q1 2024
Added 408.57%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
516,085
shares
|
$28.6 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 15, 2024 Q1 2024 |
508,791
shares
|
$28.2 Million
26.31% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
|
Madrona Financial Services, LLC
|
Apr 19, 2024 Q1 2024 |
497,964
shares
|
$27.6 Million
10.17% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
464,273
shares
|
$25.8 Million
0.06% of portfolio
|
Q1 2024
Added 13.01%
|
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
445,445
shares
|
$24.7 Million
0.23% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
405,864
shares
|
$22.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
405,703
shares
|
$22.5 Million
0.07% of portfolio
|
Q1 2024
Added 35.64%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
394,902
shares
|
$21.9 Million
0.86% of portfolio
|
Q1 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
374,589
shares
|
$20.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.25%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
310,526
shares
|
$17.2 Million
0.13% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Atwood & Palmer Inc
|
Apr 10, 2024 Q1 2024 |
309,110
shares
|
$17.2 Million
1.36% of portfolio
|
Q1 2024
Reduced 2.33%
|
|