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 46.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,656,806
shares
|
$347 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
4,465,129
shares
|
$233 Million
0.11% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,094,834
shares
|
$213 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,849,421
shares
|
$148 Million
0.25% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,662,714
shares
|
$139 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,674,187
shares
|
$87.2 Million
0.01% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,672,261
shares
|
$87.1 Million
0.06% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,396,728
shares
|
$72.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,097,554
shares
|
$57.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,017,458
shares
|
$53 Million
0.38% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
953,973
shares
|
$49.7 Million
0.08% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
807,013
shares
|
$42.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
803,821
shares
|
$41.9 Million
1.14% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
566,978
shares
|
$29.5 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
523,758
shares
|
$27.3 Million
0.07% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
515,765
shares
|
$26.9 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
497,334
shares
|
$25.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
495,838
shares
|
$25.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
455,580
shares
|
$23.7 Million
16.75% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
440,396
shares
|
$22.9 Million
0.22% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
407,226
shares
|
$21.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 98.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
404,445
shares
|
$21.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
383,167
shares
|
$20 Million
6.21% of portfolio
|
Q1 2025
Reduced 21.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
362,485
shares
|
$18.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
353,376
shares
|
$18.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.14%
|