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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
1,582
shares
|
$96,201
0.01% of portfolio
|
Q3 2025
Reduced 26.56%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,571
shares
|
$95,532
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,526
shares
|
$92,796
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,500
shares
|
$91,215
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,500
shares
|
$91,215
0.04% of portfolio
|
Q3 2024
Reduced 70.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,460
shares
|
$88,782
0.03% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,458
shares
|
$88,660
0.03% of portfolio
|
Q3 2025
Reduced 61.21%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,442
shares
|
$87,688
0.03% of portfolio
|
Q3 2025
Reduced 49.33%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
1,338
shares
|
$81,363
0.08% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
1,293
shares
|
$78,627
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
1,275
shares
|
$77,532
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
1,176
shares
|
$71,512
0.03% of portfolio
|
Q4 2024
Reduced 59.86%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,125
shares
|
$68,411
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,123
shares
|
$68,289
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
907
shares
|
$55,154
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
856
shares
|
$52,053
0.0% of portfolio
|
Q3 2025
Reduced 55.25%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Nov 24, 2025 Q3 2025 |
825
shares
|
$50,168
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
781
shares
|
$47,492
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
775
shares
|
$47,127
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
750
shares
|
$45,607
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
743
shares
|
$45,181
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
700
shares
|
$42,567
0.0% of portfolio
|
Q3 2021
Reduced 67.44%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
692
shares
|
$42,080
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
670
shares
|
$40,742
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
608
shares
|
$36,972
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|