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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,913
shares
|
$115,526
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
1,850
shares
|
$111,721
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,800
shares
|
$108,702
0.0% of portfolio
|
Q2 2025
Reduced 66.97%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,747
shares
|
$105,501
0.01% of portfolio
|
Q2 2024
Reduced 22.25%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1,568
shares
|
$94,691
0.03% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,523
shares
|
$91,973
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,500
shares
|
$90,585
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,500
shares
|
$90,585
0.04% of portfolio
|
Q3 2024
Reduced 70.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,490
shares
|
$89,981
0.03% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,376
shares
|
$83,096
0.01% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,350
shares
|
$81,526
0.08% of portfolio
|
Q1 2025
Added 82.19%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,314
shares
|
$79,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
1,293
shares
|
$78,084
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
1,275
shares
|
$76,997
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
1,176
shares
|
$71,018
0.03% of portfolio
|
Q4 2024
Reduced 59.86%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,125
shares
|
$67,938
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,123
shares
|
$67,817
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
800
shares
|
$48,312
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
779
shares
|
$47,043
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
775
shares
|
$46,802
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
743
shares
|
$44,869
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
700
shares
|
$42,273
0.0% of portfolio
|
Q3 2021
Reduced 67.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
670
shares
|
$40,461
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
607
shares
|
$36,656
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
510
shares
|
$30,798
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|