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 347 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 $2.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
217
shares
|
$13,195
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
201
shares
|
$12,222
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
200
shares
|
$12,162
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
198
shares
|
$12,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
149
shares
|
$9,060
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
126
shares
|
$7,662
0.0% of portfolio
|
Q4 2025
Added 1.61%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
116
shares
|
$7,053
0.0% of portfolio
|
Q3 2025
Added 452.38%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
107
shares
|
$6,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
90
shares
|
$5,472
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
77
shares
|
$4,682
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
64
shares
|
$3,891
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
61
shares
|
$3,709
0.0% of portfolio
|
Q4 2025
Reduced 25.61%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
41
shares
|
$2,493
0.0% of portfolio
|
Q1 2023
Added 109.76%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
36
shares
|
$2,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
25
shares
|
$1,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
15
shares
|
$912
0.0% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
10
shares
|
$608
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
5
shares
|
$304
0.0% of portfolio
|
Q3 2025
Reduced 44.44%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
2
shares
|
$121
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
2
shares
|
$121
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1
shares
|
$60
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|