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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
23,607
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
23,521
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Reduced 85.26%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
22,380
shares
|
$1.23 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,326
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
21,999
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
21,861
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
21,766
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
21,689
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
21,386
shares
|
$1.17 Million
0.21% of portfolio
|
Q1 2024
Added 2.84%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
21,316
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
20,715
shares
|
$1.13 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
20,691
shares
|
$1.13 Million
0.12% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
20,683
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Added 136.16%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
20,133
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
19,612
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
19,332
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
19,272
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
19,179
shares
|
$1.05 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
18,977
shares
|
$1.04 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
18,353
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
18,300
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
18,217
shares
|
$997,927
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
17,948
shares
|
$983,191
0.25% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
17,918
shares
|
$981,548
0.0% of portfolio
|
Q4 2024
Reduced 21.28%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
17,907
shares
|
$980,945
0.01% of portfolio
|
Q4 2024
Added 1.13%
|