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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
37,193
shares
|
$2.25 Million
1.6% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
35,385
shares
|
$2.14 Million
0.04% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
34,920
shares
|
$2.11 Million
0.82% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
34,357
shares
|
$2.07 Million
0.7% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
33,335
shares
|
$2.01 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
33,312
shares
|
$2.01 Million
0.5% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
32,534
shares
|
$1.96 Million
0.07% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
31,424
shares
|
$1.9 Million
0.45% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
30,798
shares
|
$1.86 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
30,350
shares
|
$1.83 Million
0.46% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
29,256
shares
|
$1.77 Million
0.16% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
28,987
shares
|
$1.75 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
28,735
shares
|
$1.74 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
27,837
shares
|
$1.68 Million
0.04% of portfolio
|
Q2 2025
Added 63.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
27,721
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
27,259
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
26,738
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Added 25.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
26,298
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
26,224
shares
|
$1.58 Million
0.19% of portfolio
|
Q2 2023
Reduced 42.4%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
25,175
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
24,821
shares
|
$1.5 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
24,601
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
23,669
shares
|
$1.43 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
23,647
shares
|
$1.43 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.54%
|