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 329 institutions that hold shares in the stock, with a total of 42.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,753
shares
|
$294,733
0.0% of portfolio
|
Q3 2024
Reduced 12.44%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
4,723
shares
|
$292,873
0.02% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
4,634
shares
|
$287,354
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
4,583
shares
|
$284,191
0.02% of portfolio
|
Q2 2024
Reduced 81.7%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,571
shares
|
$283,447
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
4,552
shares
|
$282,269
0.11% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
4,524
shares
|
$280,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,495
shares
|
$278,734
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,395
shares
|
$272,533
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,392
shares
|
$272,347
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
4,359
shares
|
$270,301
0.23% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
4,199
shares
|
$260,379
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
4,194
shares
|
$260,069
0.02% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,150
shares
|
$257,341
0.01% of portfolio
|
Q2 2024
Reduced 23.22%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
3,980
shares
|
$246,799
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
3,919
shares
|
$243,017
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
3,870
shares
|
$239,978
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,828
shares
|
$237,374
0.0% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
3,770
shares
|
$233,777
0.1% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,748
shares
|
$232,413
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,740
shares
|
$231,917
0.15% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,725
shares
|
$230,987
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
3,700
shares
|
$229,437
0.03% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,699
shares
|
$229,374
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,697
shares
|
$229,250
0.01% of portfolio
|
Q3 2024
Added 0.03%
|