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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
280,908
shares
|
$16.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
255,931
shares
|
$15.3 Million
0.14% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
254,978
shares
|
$15.3 Million
3.35% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
241,091
shares
|
$14.4 Million
0.18% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
233,900
shares
|
$14 Million
2.1% of portfolio
|
Q2 2024
Reduced 11.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
201,892
shares
|
$12.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
194,984
shares
|
$11.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 35.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
191,525
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
176,165
shares
|
$10.6 Million
0.54% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
170,511
shares
|
$10.2 Million
0.15% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
159,513
shares
|
$9.56 Million
1.64% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
156,188
shares
|
$9.36 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
153,677
shares
|
$9.21 Million
3.48% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
150,684
shares
|
$9.03 Million
0.63% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
138,770
shares
|
$8.32 Million
7.47% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
138,683
shares
|
$8.31 Million
0.56% of portfolio
|
Q3 2024
Reduced 54.88%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
134,139
shares
|
$8.04 Million
1.54% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
133,001
shares
|
$7.97 Million
0.49% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
130,217
shares
|
$7.8 Million
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
125,833
shares
|
$7.54 Million
0.47% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
125,043
shares
|
$7.49 Million
0.25% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
124,010
shares
|
$7.43 Million
0.22% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
117,437
shares
|
$7.04 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
114,699
shares
|
$6.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
107,677
shares
|
$6.45 Million
0.25% of portfolio
|
Q2 2024
Added 5.5%
|