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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
22,917
shares
|
$1.39 Million
0.1% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
22,503
shares
|
$1.37 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
22,463
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
22,269
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2025
Reduced 3.03%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
22,080
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
21,999
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
21,721
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2025
Added 200.55%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
21,432
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
21,386
shares
|
$1.3 Million
0.21% of portfolio
|
Q1 2024
Added 2.84%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
21,343
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
20,079
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2025
Reduced 9.98%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
19,919
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
19,763
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
19,731
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
18,936
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
18,806
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
18,638
shares
|
$1.13 Million
0.68% of portfolio
|
Q4 2025
Reduced 2.65%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
18,607
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
18,322
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 34.98%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
17,976
shares
|
$1.09 Million
0.29% of portfolio
|
Q3 2025
Reduced 53.23%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
17,478
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
16,810
shares
|
$1.02 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
16,518
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
16,352
shares
|
$994,365
0.06% of portfolio
|
Q4 2025
Reduced 13.73%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
16,221
shares
|
$986,399
0.08% of portfolio
|
Q3 2025
Added 273.33%
|
|