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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
12,251
shares
|
$671,109
0.32% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
12,171
shares
|
$666,727
0.02% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
11,859
shares
|
$649,636
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
11,752
shares
|
$643,774
0.01% of portfolio
|
Q4 2024
Added 26.84%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
11,403
shares
|
$624,656
0.39% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
11,200
shares
|
$613,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
11,068
shares
|
$606,305
0.01% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
11,053
shares
|
$605,483
0.07% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,713
shares
|
$586,858
0.02% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
10,424
shares
|
$571,026
0.04% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
10,255
shares
|
$561,768
0.34% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,050
shares
|
$550,539
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
9,874
shares
|
$540,897
0.04% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
9,662
shares
|
$529,284
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
9,585
shares
|
$525,066
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
9,551
shares
|
$523,203
0.04% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
9,271
shares
|
$507,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
9,225
shares
|
$505,345
0.0% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
9,200
shares
|
$503,976
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
8,840
shares
|
$484,255
0.07% of portfolio
|
Q2 2022
Reduced 13.67%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
8,812
shares
|
$482,721
0.16% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
8,710
shares
|
$477,133
0.01% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
8,570
shares
|
$469,464
0.08% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,511
shares
|
$466,232
0.03% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
8,492
shares
|
$465,191
0.02% of portfolio
|
Q2 2024
Reduced 97.85%
|