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 $2.55 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
|
$412 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
|
$251 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
|
$248 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,813,237
shares
|
$169 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
|
$100 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
|
$99.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,574,569
shares
|
$94.3 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
|
$66.5 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
|
$59.5 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
|
$57.2 Million
0.08% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
894,686
shares
|
$53.6 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
850,925
shares
|
$51 Million
1.3% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
568,765
shares
|
$34.1 Million
0.98% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
511,831
shares
|
$30.7 Million
8.8% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
505,869
shares
|
$30.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
500,075
shares
|
$30 Million
0.06% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
489,346
shares
|
$29.3 Million
0.02% of portfolio
|
Q3 2024
Added 7073.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
475,077
shares
|
$28.5 Million
0.09% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
454,306
shares
|
$27.2 Million
17.5% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
439,160
shares
|
$26.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
437,043
shares
|
$26.2 Million
0.01% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
430,310
shares
|
$25.8 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
|
$24.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
385,926
shares
|
$23.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
291,029
shares
|
$17.4 Million
9.42% of portfolio
|
Q3 2024
New holding
|