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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,353
shares
|
$751,185
0.38% of portfolio
|
Q1 2024
Added 2.91%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,275
shares
|
$746,442
0.02% of portfolio
|
Q4 2023
Added 2.1%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
11,597
shares
|
$705,213
0.28% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,424
shares
|
$694,693
0.01% of portfolio
|
Q3 2025
Added 62.43%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
11,320
shares
|
$688,369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
11,078
shares
|
$673,653
0.3% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
11,035
shares
|
$671,038
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
10,700
shares
|
$650,667
0.01% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
10,566
shares
|
$642,518
0.35% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
10,492
shares
|
$638,018
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
10,289
shares
|
$625,674
0.17% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
10,276
shares
|
$624,883
0.03% of portfolio
|
Q3 2025
Added 34.24%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
10,033
shares
|
$610,106
0.01% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
9,579
shares
|
$582,498
0.04% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
9,484
shares
|
$576,722
0.01% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
9,200
shares
|
$559,452
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
8,840
shares
|
$537,560
0.06% of portfolio
|
Q2 2022
Reduced 13.67%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
8,584
shares
|
$521,993
0.15% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,511
shares
|
$517,553
0.03% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
8,454
shares
|
$514,087
0.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,434
shares
|
$512,871
0.01% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
8,354
shares
|
$508,006
0.06% of portfolio
|
Q1 2023
Added 13.14%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
8,322
shares
|
$506,060
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,267
shares
|
$502,716
0.05% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
8,239
shares
|
$501,013
0.03% of portfolio
|
Q2 2025
Reduced 0.48%
|
|