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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
105,486
shares
|
$6.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
99,050
shares
|
$5.98 Million
0.18% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
95,203
shares
|
$5.75 Million
0.08% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
94,269
shares
|
$5.69 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
93,717
shares
|
$5.66 Million
4.07% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
91,016
shares
|
$5.5 Million
0.17% of portfolio
|
Q1 2025
Reduced 61.6%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
90,406
shares
|
$5.46 Million
2.76% of portfolio
|
Q4 2023
Reduced 30.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
90,181
shares
|
$5.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
85,920
shares
|
$5.19 Million
2.6% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
84,713
shares
|
$5.12 Million
0.33% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
84,118
shares
|
$5.08 Million
0.0% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
80,084
shares
|
$4.84 Million
0.03% of portfolio
|
Q2 2025
Added 15.33%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
77,991
shares
|
$4.71 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
77,940
shares
|
$4.71 Million
1.62% of portfolio
|
Q2 2022
Reduced 4.62%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
74,789
shares
|
$4.52 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
74,686
shares
|
$4.51 Million
0.13% of portfolio
|
Q2 2020
Added 1.5%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
73,897
shares
|
$4.46 Million
0.13% of portfolio
|
Q3 2022
Added 13.08%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
72,642
shares
|
$4.39 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
72,000
shares
|
$4.35 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
71,846
shares
|
$4.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
68,744
shares
|
$4.15 Million
5.32% of portfolio
|
Q3 2023
Added 5.71%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
67,462
shares
|
$4.07 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
66,734
shares
|
$4.03 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
65,858
shares
|
$3.98 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
64,511
shares
|
$3.9 Million
0.67% of portfolio
|
Q2 2025
Reduced 15.65%
|