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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
510
shares
|
$31,013
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
500
shares
|
$30,405
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
500
shares
|
$30,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
452
shares
|
$27,486
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
415
shares
|
$25,236
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
407
shares
|
$24,749
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
405
shares
|
$24,628
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
401
shares
|
$24,384
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
400
shares
|
$24,324
0.0% of portfolio
|
Q1 2025
Reduced 69.23%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
389
shares
|
$23,655
0.01% of portfolio
|
Q2 2025
Reduced 47.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
385
shares
|
$23,411
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
378
shares
|
$22,986
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
374
shares
|
$22,742
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
367
shares
|
$22,317
0.0% of portfolio
|
Q3 2025
Added 119.76%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
343
shares
|
$20,857
0.0% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
330
shares
|
$20,067
0.0% of portfolio
|
Q1 2025
Reduced 34.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
317
shares
|
$19,276
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
316
shares
|
$19,215
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
300
shares
|
$18,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
294
shares
|
$17,878
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
285
shares
|
$17,330
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
275
shares
|
$16,722
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
262
shares
|
$15,932
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
250
shares
|
$15,202
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
240
shares
|
$14,594
0.0% of portfolio
|
Q2 2025
New holding
|
|