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 |
|---|---|---|---|---|---|
|
Retirement Guys Formula LLC
|
Jan 23, 2026 Q4 2025 |
34,943
shares
|
$2.12 Million
1.02% of portfolio
|
Q4 2025
Added 1.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
33,603
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2025
Reduced 25.5%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
33,360
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
32,984
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Added 18.99%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
31,934
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
31,662
shares
|
$1.93 Million
0.43% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
31,396
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
30,716
shares
|
$1.87 Million
0.04% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
30,655
shares
|
$1.86 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
29,283
shares
|
$1.78 Million
0.4% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
28,766
shares
|
$1.75 Million
0.51% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
28,561
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 35.09%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
28,489
shares
|
$1.73 Million
0.15% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
28,055
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
27,902
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 10.83%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
26,224
shares
|
$1.59 Million
0.19% of portfolio
|
Q2 2023
Reduced 42.4%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
26,141
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
25,676
shares
|
$1.56 Million
0.65% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
25,572
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
24,895
shares
|
$1.51 Million
0.61% of portfolio
|
Q4 2025
Added 5.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
23,922
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2025
Added 88.23%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
23,797
shares
|
$1.45 Million
0.08% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
23,417
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.09%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
23,254
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
22,961
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 20.09%
|
|