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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
8,322
shares
|
$502,565
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,267
shares
|
$499,244
0.05% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
8,239
shares
|
$497,553
0.03% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
7,841
shares
|
$473,517
0.01% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
7,655
shares
|
$462,285
0.03% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,510
shares
|
$453,528
0.53% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
7,423
shares
|
$448,274
0.03% of portfolio
|
Q1 2025
Reduced 98.18%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,299
shares
|
$440,786
0.01% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
7,213
shares
|
$435,593
0.13% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
7,183
shares
|
$433,781
0.14% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
7,087
shares
|
$427,983
0.01% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
7,033
shares
|
$424,722
0.0% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
7,002
shares
|
$422,850
0.03% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
6,697
shares
|
$404,431
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
6,633
shares
|
$400,566
0.0% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
6,376
shares
|
$385,046
0.01% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
6,270
shares
|
$378,645
0.12% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
6,169
shares
|
$372,545
0.13% of portfolio
|
Q4 2023
Reduced 3.2%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
5,996
shares
|
$362,098
0.04% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
5,931
shares
|
$358,173
0.23% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
5,866
shares
|
$354,247
0.08% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
5,700
shares
|
$344,223
0.05% of portfolio
|
Q1 2024
Added 7.55%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
5,674
shares
|
$342,652
0.07% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
5,674
shares
|
$342,652
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,579
shares
|
$336,915
0.07% of portfolio
|
Q1 2024
Added 0.02%
|