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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
3,659
shares
|
$219,247
0.0% of portfolio
|
Q2 2024
Reduced 7.72%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
3,648
shares
|
$218,588
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
3,629
shares
|
$217,449
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
3,609
shares
|
$216,251
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,577
shares
|
$214,333
0.01% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
3,526
shares
|
$211,277
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,494
shares
|
$209,360
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
3,162
shares
|
$189,467
0.09% of portfolio
|
Q3 2024
Added 63.33%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
3,000
shares
|
$179,760
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,996
shares
|
$179,520
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
2,930
shares
|
$175,565
0.08% of portfolio
|
Q3 2024
Reduced 34.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,690
shares
|
$161,184
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,457
shares
|
$147,223
0.0% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,435
shares
|
$145,905
0.0% of portfolio
|
Q1 2024
Added 22.67%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
2,344
shares
|
$140,452
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
2,311
shares
|
$138,475
0.01% of portfolio
|
Q3 2024
Added 40.06%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,179
shares
|
$130,565
0.0% of portfolio
|
Q3 2024
Added 21.73%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
2,161
shares
|
$129,487
0.02% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,106
shares
|
$126,191
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
2,026
shares
|
$121,397
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,012
shares
|
$120,559
0.01% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,842
shares
|
$110,372
0.01% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,747
shares
|
$104,680
0.01% of portfolio
|
Q2 2024
Reduced 22.25%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
1,613
shares
|
$96,650
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
1,563
shares
|
$93,654
0.03% of portfolio
|
Q3 2024
Added 0.06%
|