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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
22,964
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
22,961
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 20.09%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
22,917
shares
|
$1.39 Million
0.1% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
22,503
shares
|
$1.37 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
22,463
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
22,306
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
22,080
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
21,999
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
21,432
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
21,386
shares
|
$1.3 Million
0.21% of portfolio
|
Q1 2024
Added 2.84%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
21,343
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
19,919
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
19,763
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
19,731
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
19,145
shares
|
$1.16 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
18,954
shares
|
$1.15 Million
0.07% of portfolio
|
Q2 2025
Added 283.25%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
18,936
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
18,806
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
18,607
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
18,322
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 34.98%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
17,976
shares
|
$1.09 Million
0.29% of portfolio
|
Q3 2025
Reduced 53.23%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
17,478
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
17,034
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
16,810
shares
|
$1.02 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
16,518
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.15%
|
|