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 |
|---|---|---|---|---|---|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
1,275
shares
|
$69,844
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,245
shares
|
$68,201
0.03% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,235
shares
|
$67,653
0.02% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,176
shares
|
$64,421
0.03% of portfolio
|
Q4 2024
Reduced 59.86%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,125
shares
|
$61,627
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,123
shares
|
$61,517
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
941
shares
|
$51,547
0.0% of portfolio
|
Q2 2024
Reduced 16.06%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
864
shares
|
$47,329
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
850
shares
|
$46,563
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
777
shares
|
$42,564
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
775
shares
|
$42,454
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
743
shares
|
$40,701
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
741
shares
|
$40,591
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
734
shares
|
$40,208
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
700
shares
|
$38,346
0.0% of portfolio
|
Q3 2021
Reduced 67.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
670
shares
|
$36,702
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
581
shares
|
$31,827
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
568
shares
|
$31,115
0.02% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
510
shares
|
$27,937
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
505
shares
|
$27,663
0.0% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
500
shares
|
$27,390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
500
shares
|
$27,390
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
500
shares
|
$27,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
477
shares
|
$26,130
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
452
shares
|
$24,760
0.0% of portfolio
|
Q4 2024
New holding
|