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 |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
507
shares
|
$30,617
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
500
shares
|
$30,195
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
500
shares
|
$30,195
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
477
shares
|
$28,806
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
452
shares
|
$27,296
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
407
shares
|
$24,578
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
405
shares
|
$24,457
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
401
shares
|
$24,216
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
400
shares
|
$24,156
0.0% of portfolio
|
Q1 2025
Reduced 69.23%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
389
shares
|
$23,491
0.01% of portfolio
|
Q2 2025
Reduced 47.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
385
shares
|
$23,250
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
378
shares
|
$22,827
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
374
shares
|
$22,585
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
360
shares
|
$21,740
0.0% of portfolio
|
Q1 2025
Reduced 28.71%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
343
shares
|
$20,713
0.0% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
330
shares
|
$19,928
0.0% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
317
shares
|
$19,143
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
285
shares
|
$17,211
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
275
shares
|
$16,607
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
262
shares
|
$15,822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
250
shares
|
$15,097
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
240
shares
|
$14,493
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
223
shares
|
$13,466
0.01% of portfolio
|
Q2 2025
Reduced 60.74%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
217
shares
|
$13,104
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
201
shares
|
$12,138
0.01% of portfolio
|
Q2 2025
Added 0.5%
|