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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
1,540
shares
|
$92,276
0.04% of portfolio
|
Q3 2023
Reduced 87.14%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,518
shares
|
$90,958
0.02% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
1,500
shares
|
$89,880
0.03% of portfolio
|
Q3 2024
Reduced 70.0%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
1,500
shares
|
$89,880
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
1,496
shares
|
$89,640
0.03% of portfolio
|
Q2 2020
Reduced 27.17%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
1,293
shares
|
$77,476
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
1,275
shares
|
$76,398
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,235
shares
|
$74,001
0.02% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$71,904
0.0% of portfolio
|
Q4 2020
Reduced 94.99%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,125
shares
|
$67,410
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,115
shares
|
$66,810
0.05% of portfolio
|
Q3 2024
Reduced 91.07%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,030
shares
|
$61,717
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
950
shares
|
$56,924
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
941
shares
|
$56,384
0.0% of portfolio
|
Q2 2024
Reduced 16.06%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
850
shares
|
$50,932
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
777
shares
|
$46,557
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
775
shares
|
$46,438
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
734
shares
|
$43,981
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
700
shares
|
$41,944
0.0% of portfolio
|
Q3 2021
Reduced 67.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
670
shares
|
$40,146
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
581
shares
|
$34,813
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
573
shares
|
$34,334
0.01% of portfolio
|
Q2 2024
Reduced 15.98%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
532
shares
|
$31,877
0.01% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
510
shares
|
$30,559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
505
shares
|
$30,259
0.0% of portfolio
|
Q2 2024
Reduced 0.98%
|