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 |
|---|---|---|---|---|---|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
35,617
shares
|
$2.17 Million
0.41% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
34,344
shares
|
$2.09 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
33,603
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2025
Reduced 25.5%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
33,360
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
32,984
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Added 18.99%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
31,934
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
31,662
shares
|
$1.93 Million
0.43% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
31,396
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
30,716
shares
|
$1.87 Million
0.04% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
30,655
shares
|
$1.86 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
29,283
shares
|
$1.78 Million
0.4% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
28,830
shares
|
$1.75 Million
0.54% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
28,561
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 35.09%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
28,554
shares
|
$1.74 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
28,055
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
27,902
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 10.83%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
26,224
shares
|
$1.59 Million
0.19% of portfolio
|
Q2 2023
Reduced 42.4%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
26,141
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
25,676
shares
|
$1.56 Million
0.65% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
25,572
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
23,922
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2025
Added 88.23%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
23,797
shares
|
$1.45 Million
0.08% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
23,489
shares
|
$1.43 Million
0.57% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
23,417
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.09%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
23,254
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.31%
|
|