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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
276,169
shares
|
$16.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
249,520
shares
|
$15.2 Million
0.41% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
245,251
shares
|
$14.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
228,693
shares
|
$13.9 Million
1.86% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
225,208
shares
|
$13.7 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
190,314
shares
|
$11.6 Million
6.61% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
170,707
shares
|
$10.4 Million
3.05% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
166,524
shares
|
$10.1 Million
0.71% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
165,786
shares
|
$10.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 15.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
154,211
shares
|
$9.38 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
146,207
shares
|
$8.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
142,808
shares
|
$8.68 Million
0.23% of portfolio
|
Q3 2025
Reduced 11.18%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
140,965
shares
|
$8.57 Million
6.73% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
139,075
shares
|
$8.46 Million
0.01% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
138,427
shares
|
$8.42 Million
0.68% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
129,809
shares
|
$7.89 Million
0.2% of portfolio
|
Q3 2025
Reduced 18.62%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
125,861
shares
|
$7.65 Million
0.4% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
120,985
shares
|
$7.36 Million
0.02% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
117,612
shares
|
$7.15 Million
1.62% of portfolio
|
Q3 2025
Reduced 16.1%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
116,002
shares
|
$7.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
112,424
shares
|
$6.84 Million
2.24% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
108,560
shares
|
$6.6 Million
1.28% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
108,446
shares
|
$6.59 Million
0.91% of portfolio
|
Q3 2025
Added 359.59%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
107,958
shares
|
$6.56 Million
1.09% of portfolio
|
Q3 2025
Reduced 12.56%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
106,552
shares
|
$6.48 Million
3.11% of portfolio
|
Q4 2022
Reduced 4.83%
|
|