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 |
|---|---|---|---|---|---|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
17,717
shares
|
$1.07 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
17,360
shares
|
$1.05 Million
0.4% of portfolio
|
Q2 2025
Added 125.51%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
17,175
shares
|
$1.04 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
17,034
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
16,881
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
16,493
shares
|
$996,012
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
16,046
shares
|
$969,017
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
15,673
shares
|
$946,492
0.04% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
15,634
shares
|
$944,137
0.44% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
15,583
shares
|
$941,057
0.03% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
15,366
shares
|
$927,952
0.02% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
15,220
shares
|
$919,135
0.06% of portfolio
|
Q2 2025
Reduced 22.06%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
15,130
shares
|
$913,700
0.2% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
15,109
shares
|
$912,432
0.16% of portfolio
|
Q2 2025
Added 22.17%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
14,734
shares
|
$889,786
0.28% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
14,590
shares
|
$881,090
0.09% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
14,433
shares
|
$871,608
0.05% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
14,321
shares
|
$864,845
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
14,105
shares
|
$851,800
0.22% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
13,971
shares
|
$843,708
0.23% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
13,911
shares
|
$840,085
0.08% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
13,627
shares
|
$822,934
0.56% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
13,574
shares
|
$819,733
0.0% of portfolio
|
Q2 2025
Added 123.48%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
13,022
shares
|
$786,398
0.07% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
12,989
shares
|
$784,405
0.06% of portfolio
|
Q2 2025
Added 36.96%
|