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 |
|---|---|---|---|---|---|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
36,416
shares
|
$1.99 Million
0.67% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
35,464
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 96.44%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
35,343
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
35,238
shares
|
$1.93 Million
0.2% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
35,033
shares
|
$1.92 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
33,573
shares
|
$1.84 Million
1.06% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
31,983
shares
|
$1.75 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
31,656
shares
|
$1.73 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
31,581
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.35%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
30,811
shares
|
$1.69 Million
0.47% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
29,701
shares
|
$1.63 Million
0.05% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
29,553
shares
|
$1.62 Million
0.15% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
28,162
shares
|
$1.54 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
28,046
shares
|
$1.54 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
27,698
shares
|
$1.52 Million
0.19% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
27,689
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
27,634
shares
|
$1.51 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
27,494
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
27,351
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 29.47%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
26,257
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
26,224
shares
|
$1.44 Million
0.19% of portfolio
|
Q2 2023
Reduced 42.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
25,094
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
24,864
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 78.75%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
24,575
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
Added 74.38%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
24,499
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.07%
|