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 |
|---|---|---|---|---|---|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
3,750
shares
|
$228,037
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,725
shares
|
$226,517
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
3,701
shares
|
$225,057
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
3,700
shares
|
$224,997
0.03% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
3,699
shares
|
$224,936
0.02% of portfolio
|
Q1 2025
Reduced 45.3%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
3,648
shares
|
$221,834
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
3,573
shares
|
$217,274
0.04% of portfolio
|
Q3 2025
Reduced 21.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,412
shares
|
$207,483
0.0% of portfolio
|
Q3 2025
Reduced 90.36%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
3,394
shares
|
$206,389
0.01% of portfolio
|
Q3 2025
Reduced 25.26%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
3,329
shares
|
$202,436
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
3,270
shares
|
$198,848
0.02% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
3,251
shares
|
$197,693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
3,173
shares
|
$192,950
0.08% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
3,000
shares
|
$182,430
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,704
shares
|
$164,430
0.0% of portfolio
|
Q3 2025
Reduced 45.19%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,674
shares
|
$162,605
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
2,378
shares
|
$144,606
0.01% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,167
shares
|
$131,775
0.01% of portfolio
|
Q3 2025
Added 12.51%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
2,115
shares
|
$128,613
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,106
shares
|
$128,065
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
2,022
shares
|
$122,957
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,996
shares
|
$121,376
0.01% of portfolio
|
Q3 2025
Reduced 41.19%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,895
shares
|
$115,234
0.0% of portfolio
|
Q3 2025
Added 44.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,800
shares
|
$109,458
0.0% of portfolio
|
Q2 2025
Reduced 66.97%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,716
shares
|
$104,349
0.01% of portfolio
|
Q3 2025
Reduced 28.35%
|
|