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 |
|---|---|---|---|---|---|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
12,822
shares
|
$774,320
0.64% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
12,709
shares
|
$767,496
0.04% of portfolio
|
Q2 2025
Reduced 53.16%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,548
shares
|
$757,773
0.0% of portfolio
|
Q2 2025
Added 48.13%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
12,453
shares
|
$752,036
0.02% of portfolio
|
Q2 2025
Added 56.68%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,353
shares
|
$745,997
0.38% of portfolio
|
Q1 2024
Added 2.91%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,275
shares
|
$741,287
0.02% of portfolio
|
Q4 2023
Added 2.1%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
11,790
shares
|
$711,998
0.01% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
11,759
shares
|
$710,126
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
11,678
shares
|
$705,234
0.29% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
11,543
shares
|
$697,081
0.2% of portfolio
|
Q2 2025
Reduced 53.91%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
11,320
shares
|
$683,614
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
11,074
shares
|
$668,758
0.32% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,713
shares
|
$646,958
0.02% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
10,700
shares
|
$646,173
0.01% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
10,299
shares
|
$621,956
0.35% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
10,247
shares
|
$618,816
0.03% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
9,579
shares
|
$578,475
0.04% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
9,200
shares
|
$555,588
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
8,840
shares
|
$533,847
0.06% of portfolio
|
Q2 2022
Reduced 13.67%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
8,596
shares
|
$519,112
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
8,578
shares
|
$518,025
0.17% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
8,570
shares
|
$517,542
0.07% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,511
shares
|
$513,979
0.03% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,434
shares
|
$509,329
0.01% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
8,417
shares
|
$508,302
0.02% of portfolio
|
Q2 2025
Reduced 24.09%
|