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 |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
62,152
shares
|
$3.75 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
60,956
shares
|
$3.68 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
59,762
shares
|
$3.61 Million
0.37% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
58,884
shares
|
$3.56 Million
0.09% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
54,281
shares
|
$3.28 Million
0.0% of portfolio
|
Q2 2025
Added 17.89%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
54,270
shares
|
$3.28 Million
0.13% of portfolio
|
Q2 2025
Reduced 58.81%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
53,642
shares
|
$3.24 Million
0.54% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
51,598
shares
|
$3.12 Million
2.43% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
51,578
shares
|
$3.11 Million
2.45% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
50,371
shares
|
$3.04 Million
0.01% of portfolio
|
Q2 2025
Added 5826.0%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
49,424
shares
|
$2.98 Million
2.48% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
48,061
shares
|
$2.9 Million
0.08% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
45,104
shares
|
$2.72 Million
0.08% of portfolio
|
Q2 2025
Reduced 69.44%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
44,068
shares
|
$2.66 Million
0.08% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
43,882
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2023
Added 108.94%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
42,923
shares
|
$2.59 Million
0.1% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
41,718
shares
|
$2.52 Million
0.13% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
40,973
shares
|
$2.47 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
40,737
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.18%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
40,490
shares
|
$2.45 Million
0.92% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
39,146
shares
|
$2.36 Million
0.49% of portfolio
|
Q2 2025
Added 42.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
38,913
shares
|
$2.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
38,719
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
38,438
shares
|
$2.32 Million
0.31% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
37,278
shares
|
$2.25 Million
10.5% of portfolio
|
Q2 2025
Reduced 32.96%
|