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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
117,120
shares
|
$6.42 Million
0.52% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
115,933
shares
|
$6.35 Million
0.6% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
115,705
shares
|
$6.34 Million
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
114,926
shares
|
$6.3 Million
1.46% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
109,696
shares
|
$6.01 Million
0.22% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
106,552
shares
|
$5.84 Million
3.11% of portfolio
|
Q4 2022
Reduced 4.83%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
103,488
shares
|
$5.67 Million
2.55% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
97,500
shares
|
$5.34 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
93,717
shares
|
$5.13 Million
4.07% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
93,138
shares
|
$5.1 Million
0.2% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
92,504
shares
|
$5.07 Million
3.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
91,296
shares
|
$5 Million
4.06% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
90,521
shares
|
$4.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
90,406
shares
|
$4.95 Million
2.76% of portfolio
|
Q4 2023
Reduced 30.78%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
89,546
shares
|
$4.91 Million
0.03% of portfolio
|
Q4 2024
Added 29.12%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
88,037
shares
|
$4.82 Million
0.08% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
80,372
shares
|
$4.4 Million
0.28% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
77,940
shares
|
$4.27 Million
1.62% of portfolio
|
Q2 2022
Reduced 4.62%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
77,732
shares
|
$4.26 Million
0.11% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
76,544
shares
|
$4.19 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
75,278
shares
|
$4.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
74,686
shares
|
$4.09 Million
0.13% of portfolio
|
Q2 2020
Added 1.5%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
73,897
shares
|
$4.05 Million
0.13% of portfolio
|
Q3 2022
Added 13.08%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
68,744
shares
|
$3.77 Million
5.32% of portfolio
|
Q3 2023
Added 5.71%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
66,734
shares
|
$3.66 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.55%
|