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 |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
7,841
shares
|
$476,811
0.01% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,510
shares
|
$456,683
0.53% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
7,423
shares
|
$451,392
0.03% of portfolio
|
Q1 2025
Reduced 98.18%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,407
shares
|
$450,419
0.01% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
7,227
shares
|
$439,473
0.02% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
7,183
shares
|
$436,798
0.13% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
7,002
shares
|
$425,791
0.03% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
6,741
shares
|
$409,920
0.09% of portfolio
|
Q3 2025
Added 14.92%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
6,703
shares
|
$407,609
0.11% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
6,687
shares
|
$406,636
0.01% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
6,598
shares
|
$401,224
0.0% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
6,169
shares
|
$375,136
0.12% of portfolio
|
Q4 2023
Reduced 3.2%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,086
shares
|
$370,089
0.0% of portfolio
|
Q3 2025
Added 17.76%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
5,996
shares
|
$364,616
0.04% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
5,789
shares
|
$352,029
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
5,700
shares
|
$346,617
0.05% of portfolio
|
Q1 2024
Added 7.55%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
5,642
shares
|
$343,090
0.03% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
5,625
shares
|
$342,056
0.01% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Nov 10, 2025 Q3 2025 |
5,597
shares
|
$340,353
0.07% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,579
shares
|
$339,258
0.07% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,545
shares
|
$337,191
0.01% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
5,326
shares
|
$323,874
0.02% of portfolio
|
Q3 2025
Added 187.89%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,311
shares
|
$322,961
0.12% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
5,304
shares
|
$322,536
0.11% of portfolio
|
Q3 2025
Reduced 15.41%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,285
shares
|
$321,380
0.0% of portfolio
|
Q1 2025
New holding
|
|