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 331 institutions that hold shares in the stock, with a total of 42.4 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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
21,125
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 34.28%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,827
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
20,715
shares
|
$1.29 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
20,691
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
20,607
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Added 5608.31%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
20,133
shares
|
$1.25 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
19,179
shares
|
$1.19 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
18,728
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
18,720
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
18,053
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 72.77%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
17,907
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
17,860
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
17,535
shares
|
$1.09 Million
0.74% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
17,527
shares
|
$1.09 Million
0.24% of portfolio
|
Q3 2024
Added 16.39%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
17,502
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
17,470
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
17,445
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
17,118
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
17,038
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2021
New holding
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
16,669
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
16,406
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
15,894
shares
|
$989,878
0.08% of portfolio
|
Q4 2024
Reduced 96.75%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
15,620
shares
|
$972,813
0.24% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
15,281
shares
|
$951,700
0.45% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
15,206
shares
|
$947,029
0.1% of portfolio
|
Q4 2024
Reduced 2.29%
|