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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,093
shares
|
$844,452
0.02% of portfolio
|
Q3 2024
Added 49.65%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
14,059
shares
|
$842,415
0.21% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
13,910
shares
|
$833,487
0.0% of portfolio
|
Q3 2024
Added 128.9%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
13,887
shares
|
$832,109
0.08% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
13,831
shares
|
$828,753
0.6% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
13,741
shares
|
$823,360
0.35% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
13,001
shares
|
$779,019
0.03% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
12,863
shares
|
$770,750
0.01% of portfolio
|
Q1 2023
Reduced 54.95%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,353
shares
|
$740,191
0.38% of portfolio
|
Q1 2024
Added 2.91%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
12,276
shares
|
$735,577
0.01% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,275
shares
|
$735,518
0.02% of portfolio
|
Q4 2023
Added 2.1%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
12,270
shares
|
$735,218
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
12,140
shares
|
$727,428
0.0% of portfolio
|
Q3 2024
Added 48.9%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
12,130
shares
|
$726,829
0.35% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
11,769
shares
|
$705,198
0.0% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
10,840
shares
|
$649,532
0.16% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
10,546
shares
|
$631,916
0.02% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
10,312
shares
|
$617,895
0.05% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
10,253
shares
|
$614,359
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
10,194
shares
|
$610,824
0.01% of portfolio
|
Q3 2024
Added 35.07%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
10,178
shares
|
$609,865
0.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
10,062
shares
|
$602,915
0.0% of portfolio
|
Q3 2024
Reduced 19.65%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
9,646
shares
|
$577,988
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
9,612
shares
|
$575,951
0.04% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
9,450
shares
|
$566,244
0.04% of portfolio
|
Q3 2024
Added 2.21%
|