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 |
|---|---|---|---|---|---|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
3,436
shares
|
$188,224
0.08% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,400
shares
|
$186,252
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
3,162
shares
|
$173,214
0.09% of portfolio
|
Q3 2024
Added 63.33%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
3,000
shares
|
$164,340
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
2,972
shares
|
$162,806
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,863
shares
|
$156,835
0.0% of portfolio
|
Q4 2024
Added 31.39%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,458
shares
|
$134,649
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,435
shares
|
$133,389
0.0% of portfolio
|
Q1 2024
Added 22.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,395
shares
|
$131,198
0.01% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,211
shares
|
$121,118
0.0% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
2,162
shares
|
$118,434
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
2,115
shares
|
$115,859
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,106
shares
|
$115,366
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
2,013
shares
|
$110,272
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,808
shares
|
$99,042
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,747
shares
|
$95,700
0.01% of portfolio
|
Q2 2024
Reduced 22.25%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
1,564
shares
|
$85,675
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,519
shares
|
$83,210
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,500
shares
|
$82,170
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,500
shares
|
$82,170
0.04% of portfolio
|
Q3 2024
Reduced 70.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
1,490
shares
|
$81,622
0.04% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
1,442
shares
|
$78,992
0.04% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,314
shares
|
$71,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$71,214
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
1,293
shares
|
$70,830
0.05% of portfolio
|
Q3 2023
New holding
|