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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
23,596
shares
|
$1.42 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
23,417
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.09%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
23,265
shares
|
$1.4 Million
0.64% of portfolio
|
Q2 2025
Added 45.64%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
23,055
shares
|
$1.39 Million
0.77% of portfolio
|
Q2 2025
Added 25.45%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
23,012
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
22,869
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
22,763
shares
|
$1.37 Million
0.56% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
22,474
shares
|
$1.36 Million
0.12% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
22,385
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
22,080
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
22,006
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
21,999
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
21,429
shares
|
$1.29 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
21,386
shares
|
$1.29 Million
0.21% of portfolio
|
Q1 2024
Added 2.84%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
21,343
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
21,142
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 16.38%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
21,095
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
20,308
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
19,763
shares
|
$1.19 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
19,731
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
19,516
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
19,210
shares
|
$1.16 Million
0.71% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
19,100
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
18,831
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
17,755
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 1.99%
|