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 345 institutions that hold shares in the stock, with a total of 43.8 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 |
|---|---|---|---|---|---|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
5,528
shares
|
$333,835
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,311
shares
|
$320,731
0.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
5,285
shares
|
$319,161
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
5,283
shares
|
$319,040
0.05% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,168
shares
|
$312,095
0.0% of portfolio
|
Q2 2025
Added 14.97%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
5,082
shares
|
$306,901
0.12% of portfolio
|
Q2 2025
Added 17.56%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
5,030
shares
|
$303,761
0.01% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$301,950
0.02% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
4,962
shares
|
$299,655
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,949
shares
|
$298,870
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
4,933
shares
|
$297,903
0.0% of portfolio
|
Q2 2025
Added 102.59%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,931
shares
|
$297,783
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
4,882
shares
|
$294,823
0.05% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jul 29, 2025 Q2 2025 |
4,826
shares
|
$291,442
0.24% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,767
shares
|
$287,879
0.0% of portfolio
|
Q2 2025
Reduced 69.26%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,717
shares
|
$284,859
0.07% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
4,626
shares
|
$279,364
0.17% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
4,572
shares
|
$276,103
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,571
shares
|
$276,042
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,345
shares
|
$262,394
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
4,329
shares
|
$261,428
0.21% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
4,324
shares
|
$261,126
0.2% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
4,199
shares
|
$253,577
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,150
shares
|
$250,618
0.01% of portfolio
|
Q2 2024
Reduced 23.22%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,035
shares
|
$243,673
0.01% of portfolio
|
Q2 2025
Added 3.65%
|