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 350 institutions that hold shares in the stock, with a total of 42.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
5,162
shares
|
$313,901
0.01% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
5,106
shares
|
$310,495
0.11% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$304,050
0.02% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,931
shares
|
$299,854
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
4,882
shares
|
$296,874
0.05% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
4,866
shares
|
$295,901
0.03% of portfolio
|
Q3 2025
Reduced 83.37%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
4,804
shares
|
$292,131
0.21% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
4,752
shares
|
$288,969
0.04% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,717
shares
|
$286,840
0.07% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,713
shares
|
$286,597
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
4,663
shares
|
$283,557
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
4,631
shares
|
$281,611
0.14% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,571
shares
|
$277,962
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,451
shares
|
$270,665
0.0% of portfolio
|
Q3 2025
Reduced 64.53%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,439
shares
|
$269,935
0.01% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
4,330
shares
|
$263,307
0.19% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,216
shares
|
$256,374
0.03% of portfolio
|
Q3 2025
Reduced 23.73%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
4,199
shares
|
$255,341
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,150
shares
|
$252,361
0.01% of portfolio
|
Q2 2024
Reduced 23.22%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
3,988
shares
|
$242,510
0.0% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,983
shares
|
$242,206
0.01% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
3,980
shares
|
$242,023
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
3,878
shares
|
$235,821
0.15% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
3,833
shares
|
$233,084
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
3,829
shares
|
$232,841
0.17% of portfolio
|
Q3 2025
Reduced 11.55%
|
|