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 354 institutions that hold shares in the stock, with a total of 46.1 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 |
|---|---|---|---|---|---|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
5,888
shares
|
$322,544
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
5,783
shares
|
$316,792
0.06% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
5,764
shares
|
$315,751
0.01% of portfolio
|
Q4 2024
Reduced 20.66%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
5,700
shares
|
$312,246
0.04% of portfolio
|
Q1 2024
Added 7.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
5,614
shares
|
$307,534
0.0% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
5,613
shares
|
$307,480
0.02% of portfolio
|
Q4 2024
Reduced 22.74%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
5,606
shares
|
$307,096
0.0% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,579
shares
|
$305,617
0.07% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
5,570
shares
|
$305,124
0.21% of portfolio
|
Q3 2024
Added 33.57%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,500
shares
|
$301,290
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,471
shares
|
$299,701
0.01% of portfolio
|
Q4 2024
Added 82.61%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
5,315
shares
|
$291,155
0.08% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
5,315
shares
|
$291,155
0.15% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
5,177
shares
|
$283,596
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
4,948
shares
|
$271,051
0.01% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
4,940
shares
|
$270,613
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,931
shares
|
$270,120
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
4,882
shares
|
$267,435
0.05% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
4,840
shares
|
$265,135
0.21% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,717
shares
|
$258,397
0.07% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
4,656
shares
|
$255,055
0.02% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
4,583
shares
|
$251,056
0.02% of portfolio
|
Q2 2024
Reduced 81.7%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,571
shares
|
$250,399
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
4,571
shares
|
$250,399
0.05% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
4,552
shares
|
$249,358
0.11% of portfolio
|
Q4 2024
Reduced 4.39%
|