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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,495
shares
|
$246,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
4,392
shares
|
$240,593
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
4,359
shares
|
$238,786
0.23% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,358
shares
|
$238,731
0.0% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
4,349
shares
|
$238,238
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
4,317
shares
|
$236,485
0.05% of portfolio
|
Q4 2024
Reduced 23.34%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
4,199
shares
|
$230,021
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,150
shares
|
$227,337
0.01% of portfolio
|
Q2 2024
Reduced 23.22%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
3,980
shares
|
$218,024
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
3,920
shares
|
$214,737
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
3,779
shares
|
$207,013
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
3,750
shares
|
$205,425
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,748
shares
|
$205,315
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,740
shares
|
$204,877
0.15% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
3,734
shares
|
$204,548
0.1% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,725
shares
|
$204,055
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
3,700
shares
|
$202,686
0.03% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
3,697
shares
|
$202,521
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
3,659
shares
|
$200,440
0.0% of portfolio
|
Q2 2024
Reduced 7.72%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
3,648
shares
|
$199,837
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
3,631
shares
|
$198,906
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
3,617
shares
|
$198,139
0.02% of portfolio
|
Q4 2024
Reduced 70.52%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
3,609
shares
|
$197,701
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
3,577
shares
|
$195,948
0.01% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,526
shares
|
$193,154
0.01% of portfolio
|
Q2 2024
New holding
|