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 |
|---|---|---|---|---|---|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
29,304
shares
|
$1.76 Million
0.43% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
28,718
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
28,405
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
28,134
shares
|
$1.69 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
27,679
shares
|
$1.66 Million
0.08% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
27,615
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2024
Added 81.22%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
27,084
shares
|
$1.62 Million
0.19% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
26,646
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 215.67%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
26,224
shares
|
$1.57 Million
0.19% of portfolio
|
Q2 2023
Reduced 42.4%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
25,275
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
25,066
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
24,184
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
22,763
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
22,743
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
22,580
shares
|
$1.35 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
22,076
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Added 22.73%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
22,065
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2024
Added 40.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
21,999
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
21,673
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
21,577
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
21,508
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2024
Added 4.52%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
21,386
shares
|
$1.28 Million
0.21% of portfolio
|
Q1 2024
Added 2.84%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
21,125
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 34.28%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,827
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
20,607
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 5608.31%
|