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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
281,155
shares
|
$17 Million
0.06% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
255,951
shares
|
$15.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
229,406
shares
|
$13.9 Million
0.08% of portfolio
|
Q2 2025
Added 23.59%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
226,904
shares
|
$13.7 Million
1.92% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
195,858
shares
|
$11.8 Million
0.13% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
182,392
shares
|
$11 Million
6.71% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
166,463
shares
|
$10.1 Million
0.76% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
163,364
shares
|
$9.87 Million
3.32% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
160,780
shares
|
$9.71 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
159,501
shares
|
$9.63 Million
0.32% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
156,215
shares
|
$9.43 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
147,094
shares
|
$8.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.79%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
142,594
shares
|
$8.61 Million
6.95% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
140,173
shares
|
$8.47 Million
2.09% of portfolio
|
Q2 2025
Reduced 15.06%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
133,454
shares
|
$8.06 Million
0.67% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
129,940
shares
|
$7.85 Million
0.01% of portfolio
|
Q2 2025
Added 1587.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
126,483
shares
|
$7.64 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
124,836
shares
|
$7.54 Million
0.43% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
123,462
shares
|
$7.46 Million
1.29% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
116,602
shares
|
$7.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
116,133
shares
|
$7.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
113,886
shares
|
$6.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
112,235
shares
|
$6.78 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
111,965
shares
|
$6.76 Million
2.41% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
106,552
shares
|
$6.43 Million
3.11% of portfolio
|
Q4 2022
Reduced 4.83%
|