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 |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
66,348
shares
|
$3.63 Million
1.53% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
65,767
shares
|
$3.6 Million
0.0% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
63,867
shares
|
$3.5 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
61,030
shares
|
$3.34 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
57,358
shares
|
$3.14 Million
0.35% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
55,742
shares
|
$3.05 Million
0.1% of portfolio
|
Q4 2024
Added 258.93%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
52,479
shares
|
$2.87 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
51,457
shares
|
$2.82 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
51,035
shares
|
$2.8 Million
2.48% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
47,663
shares
|
$2.61 Million
2.71% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
45,756
shares
|
$2.51 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
45,066
shares
|
$2.47 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
44,129
shares
|
$2.42 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
43,905
shares
|
$2.41 Million
0.39% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
43,882
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2023
Added 108.94%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
43,565
shares
|
$2.39 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
39,942
shares
|
$2.19 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
39,784
shares
|
$2.18 Million
0.07% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
38,692
shares
|
$2.12 Million
1.76% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
38,071
shares
|
$2.09 Million
0.88% of portfolio
|
Q4 2024
Added 15.07%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
37,978
shares
|
$2.08 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
37,067
shares
|
$2.03 Million
0.07% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
36,812
shares
|
$2.02 Million
0.65% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
36,654
shares
|
$2.01 Million
0.84% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
36,584
shares
|
$2 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.31%
|