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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
104,980
shares
|
$6.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
100,840
shares
|
$6.13 Million
0.17% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
97,066
shares
|
$5.9 Million
0.08% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
96,598
shares
|
$5.87 Million
0.09% of portfolio
|
Q3 2025
Reduced 23.63%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
93,717
shares
|
$5.7 Million
4.07% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
93,574
shares
|
$5.69 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
90,406
shares
|
$5.5 Million
2.76% of portfolio
|
Q4 2023
Reduced 30.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
89,914
shares
|
$5.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
89,552
shares
|
$5.45 Million
0.0% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
84,713
shares
|
$5.15 Million
0.33% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
84,119
shares
|
$5.12 Million
0.0% of portfolio
|
Q3 2025
Added 106.49%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
83,825
shares
|
$5.1 Million
0.19% of portfolio
|
Q3 2025
Added 54.46%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
77,940
shares
|
$4.74 Million
1.62% of portfolio
|
Q2 2022
Reduced 4.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
74,686
shares
|
$4.54 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
|
$4.49 Million
0.13% of portfolio
|
Q3 2022
Added 13.08%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
73,744
shares
|
$4.48 Million
0.02% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
72,074
shares
|
$4.38 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
70,408
shares
|
$4.28 Million
0.03% of portfolio
|
Q3 2025
Added 186.2%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
68,744
shares
|
$4.18 Million
5.32% of portfolio
|
Q3 2023
Added 5.71%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
67,216
shares
|
$4.09 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
67,118
shares
|
$4.08 Million
0.0% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
66,928
shares
|
$4.07 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
66,734
shares
|
$4.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
64,556
shares
|
$3.93 Million
0.63% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
64,275
shares
|
$3.91 Million
1.67% of portfolio
|
Q3 2025
Reduced 5.09%
|
|