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 |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
6,446
shares
|
$386,244
0.0% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
6,275
shares
|
$375,998
0.01% of portfolio
|
Q3 2023
Reduced 19.99%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,261
shares
|
$375,159
0.02% of portfolio
|
Q1 2024
Added 3.88%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,169
shares
|
$369,646
0.14% of portfolio
|
Q4 2023
Reduced 3.2%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
6,082
shares
|
$364,433
0.06% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
5,998
shares
|
$359,400
0.1% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,849
shares
|
$350,472
0.0% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,783
shares
|
$346,517
0.06% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
5,700
shares
|
$341,544
0.04% of portfolio
|
Q1 2024
Added 7.55%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
5,631
shares
|
$337,409
0.06% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,579
shares
|
$334,293
0.07% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
5,570
shares
|
$333,754
0.21% of portfolio
|
Q3 2024
Added 33.57%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,441
shares
|
$326,024
0.0% of portfolio
|
Q3 2024
Reduced 35.27%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5,432
shares
|
$325,485
0.15% of portfolio
|
Q2 2023
Added 0.43%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
5,379
shares
|
$322,309
0.08% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
5,177
shares
|
$310,205
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
5,139
shares
|
$307,928
0.02% of portfolio
|
Q3 2024
Reduced 35.3%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
5,084
shares
|
$304,633
0.06% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
4,969
shares
|
$297,742
0.05% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
4,937
shares
|
$295,825
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,931
shares
|
$295,465
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
4,882
shares
|
$292,529
0.06% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
4,862
shares
|
$291,331
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
4,838
shares
|
$289,892
0.21% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
4,761
shares
|
$285,279
0.13% of portfolio
|
Q3 2024
Added 12.13%
|