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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
16,179
shares
|
$983,844
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
16,048
shares
|
$975,878
0.0% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
16,047
shares
|
$975,818
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
15,903
shares
|
$967,061
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
15,878
shares
|
$965,541
0.06% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
15,556
shares
|
$945,960
0.0% of portfolio
|
Q3 2025
Reduced 12.39%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
15,403
shares
|
$936,656
0.16% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
15,374
shares
|
$934,892
0.03% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
15,261
shares
|
$928,021
0.04% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
15,130
shares
|
$920,055
0.19% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
14,917
shares
|
$907,102
0.04% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 23, 2026 Q4 2025 |
14,790
shares
|
$899,379
0.28% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
14,654
shares
|
$891,109
0.33% of portfolio
|
Q3 2025
Reduced 17.29%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
14,626
shares
|
$889,407
0.08% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,284
shares
|
$868,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
13,969
shares
|
$849,454
0.37% of portfolio
|
Q4 2025
Reduced 3.82%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
13,833
shares
|
$841,184
0.21% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
13,602
shares
|
$827,137
0.44% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
12,984
shares
|
$789,557
0.05% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
12,880
shares
|
$783,232
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
12,677
shares
|
$770,888
0.01% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
12,608
shares
|
$766,692
0.02% of portfolio
|
Q3 2025
Reduced 17.95%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
12,562
shares
|
$763,895
0.04% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,353
shares
|
$751,185
0.38% of portfolio
|
Q1 2024
Added 2.91%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
12,311
shares
|
$748,631
0.06% of portfolio
|
Q4 2025
Reduced 2.8%
|
|