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First Trust Dorsey Wright Focus 5 ETF (FV) Institutional Ownership

First Trust Dorsey Wright Focus 5 ETF logo
$61.83 +0.75 (+1.23%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV)

Number of
Institutional Buyers
(last 12 months)
151
Total
Institutional Inflows
(last 12 months)
$228.72M
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$217.46M
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FV Institutional Buying and Selling by Quarter

First Trust Dorsey Wright Focus 5 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Petix & Botte Co20,715$1.22M0.3%N/A0.032%
1/21/2025Stablepoint Partners LLC52,479$3.10M0.6%-2.9%0.081%
1/21/2025Affinity Wealth Management LLC130,650$7.72M1.4%-2.6%0.202%
1/21/2025First Citizens Bank & Trust Co.11,068$654K0.0%+8.7%0.017%
1/21/2025Geneos Wealth Management Inc.93,138$5.50M0.2%+7.9%0.144%
1/21/2025Carr Financial Group Corp36,416$2.15M0.7%+1.5%0.056%
1/21/2025Cottonwood Capital Advisors LLC38,692$2.29M1.6%-12.4%0.060%
1/21/2025Atlas Private Wealth Advisors45,756$2.70M0.4%-0.7%0.071%
1/21/2025RFG Advisory LLC21,689$1.28M0.0%+10.9%0.034%
1/17/2025 Secure Asset Management LLC152,040$8.98M1.4%-4.7%0.236%
1/17/2025 Madrona Financial Services LLC490,310$28.96M7.9%-4.2%0.760%
1/17/2025 MinichMacGregor Wealth Management LLC225,249$13.30M2.8%-11.7%0.349%
1/17/2025 Mutual Advisors LLC39,784$2.40M0.1%+1.2%0.062%
1/17/2025 Independent Wealth Network Inc.4,552$269K0.1%-4.4%0.007%
1/17/2025 Janney Montgomery Scott LLC513,339$30.32M0.1%+1.5%0.795%
1/17/2025 Daymark Wealth Partners LLC127,274$7.52M0.3%+1.8%0.197%
1/17/2025 Madison Park Capital Advisors LLC12,818$757K0.6%-7.3%0.020%
1/17/2025 Advisory Alpha LLC17,118$1.01M0.0%-5.1%0.027%
1/16/2025 Atwood & Palmer Inc.133,843$7.91M0.5%-3.5%0.207%
1/16/2025 Tudor Financial Inc.11,403$673K0.4%+18.2%0.018%
1/16/2025 Koshinski Asset Management Inc.10,050$594K0.0%-2.5%0.016%
1/16/2025 Trueblood Wealth Management LLC14,861$878K0.4%+22.5%0.023%
1/16/2025 City Holding Co.3,700$219K0.0%-9.8%0.006%
1/16/2025 Cascade Investment Group Inc.17,535$1.04M0.7%+1.1%0.027%
1/16/2025 Kaydan Wealth Management Inc.7,522$444K0.1%-6.7%0.012%
1/16/2025 Grove Bank & Trust500$30K0.0%N/A0.001%
1/15/2025 Ballew Advisors Inc19,179$1.12M0.7%-2.0%0.030%
1/15/2025 Arkadios Wealth Advisors43,565$2.57M0.1%-3.9%0.067%
1/15/2025 Wealthcare Advisory Partners LLC7,087$419K0.0%+12.9%0.011%
1/15/2025 Sard Wealth Management Group LLC449,550$26.55M17.8%-1.0%0.695%
1/14/2025 Armstrong Advisory Group Inc.2,972$176K0.0%N/A0.005%
1/14/2025 Quad Cities Investment Group LLC15,281$902K0.4%-3.8%0.024%
1/14/2025 Global Financial Private Client LLC1,245$74K0.0%-16.8%0.002%
1/13/2025 Dale Q Rice Investment Management Ltd9,662$571K0.3%N/A0.015%
1/10/2025 ORG Partners LLC186,049$10.99M1.5%+206.6%0.287%
1/8/2025 International Assets Investment Management LLC15,894$938K0.0%-96.8%0.025%
12/26/2024JPMorgan Chase & Co.96,313$5.61M0.0%-0.9%0.149%
12/13/2024B. Riley Wealth Advisors Inc.10,546$609K0.0%-16.6%0.016%
12/12/2024Brass Tax Wealth Management Inc.66,348$3.87M1.5%+0.8%0.103%
12/10/2024Garden State Investment Advisory Services LLC35,845$2.09M0.6%+2.1%0.055%
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11/25/2024Synovus Financial Corp18,720$1.09M0.0%-0.9%0.029%
11/25/2024Wilmington Savings Fund Society FSB500$29K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC27,615$1.61M0.0%+81.2%0.043%
11/25/2024Sanctuary Advisors LLC67,106$4.10M0.0%-9.9%0.104%
11/21/2024 Tudor Financial Inc.9,646$562K0.3%N/A0.015%
11/19/2024Citizens Business Bank8,300$484K0.1%N/A0.013%
11/15/2024MML Investors Services LLC201,892$11.76M0.0%-12.9%0.312%
11/15/2024Stifel Financial Corp385,926$22.49M0.0%-7.4%0.596%
11/15/2024Quantinno Capital Management LP4,495$262K0.0%N/A0.007%
11/15/2024Integrated Wealth Concepts LLC241,091$14.05M0.2%+4.8%0.373%
11/15/2024HighTower Advisors LLC191,525$11.17M0.0%+2.4%0.296%
11/15/2024Hilltop Holdings Inc.22,065$1.29M0.1%+40.4%0.034%
11/15/2024Garden State Investment Advisory Services LLC35,845$2.09M0.6%+2.1%0.055%
11/15/2024Benjamin Edwards Inc.20,607$1.20M0.0%+5,608.3%0.032%
11/14/2024L.M. Kohn & Company14,059$819K0.2%-18.3%0.022%
11/14/2024Captrust Financial Advisors4,753$277K0.0%-12.4%0.007%
11/14/2024Rockefeller Capital Management L.P.406,799$23.70M0.1%-3.0%0.629%
11/13/2024Townsquare Capital LLC5,441$317K0.0%-35.3%0.008%
11/13/2024FMR LLC13,734$800K0.0%+3.3%0.021%
11/13/2024D.A. Davidson & CO.439,160$25.59M0.2%-0.3%0.679%
11/13/2024Truvestments Capital LLC777$45K0.0%N/A0.001%
11/13/2024Fisher Asset Management LLC4,524$264K0.0%N/A0.007%
11/12/2024MGB Wealth Management LLC8,825$514K0.2%-12.6%0.014%
11/12/2024StoneX Group Inc.16,669$971K0.1%-4.7%0.026%
11/12/2024Kingsview Wealth Management LLC10,194$594K0.0%+35.1%0.016%
11/12/2024Flagstar Advisors Inc.5,379$313K0.1%-6.5%0.008%
11/12/2024Meridian Wealth Management LLC61,030$3.56M0.2%-5.0%0.094%
11/12/2024Citigroup Inc.114,699$6.68M0.0%-3.4%0.177%
11/9/2024LPL Financial LLC4,187,814$244.02M0.1%-0.6%6.473%
11/8/2024Moors & Cabot Inc.4,392$256K0.0%N/A0.007%
11/8/2024Prospera Private Wealth LLC2,026$118K0.0%N/A0.003%
11/8/2024 Avior Wealth Management LLC2,311$135K0.0%+40.1%0.004%
11/7/2024Prospera Financial Services Inc850,925$49.59M1.3%-6.1%1.315%
11/7/2024 Claro Advisors LLC76,617$4.46M0.6%-0.9%0.118%
11/6/2024OneDigital Investment Advisors LLC37,492$2.19M0.0%-1.6%0.058%
11/6/2024Unionview LLC89,195$5.20M4.0%+0.4%0.138%
11/6/2024Oppenheimer & Co. Inc.25,066$1.46M0.0%-5.4%0.039%
11/5/2024Aptus Capital Advisors LLC2,179$127K0.0%+21.7%0.003%
11/5/2024First Heartland Consultants Inc.54,431$3.17M0.3%-1.1%0.084%
11/5/2024Ashton Thomas Private Wealth LLC176,165$10.27M0.5%-9.0%0.272%
11/5/2024Proactive Wealth Strategies LLC291,029$16.96M9.4%N/A0.450%
11/5/2024Harbour Investments Inc.28,405$1.66M0.0%-5.5%0.044%
11/5/2024Apollon Wealth Management LLC77,522$4.52M0.1%-22.3%0.120%
11/5/2024Nations Financial Group Inc. IA ADV9,450$551K0.0%+2.2%0.015%
11/4/2024Cottonwood Capital Advisors LLC44,154$2.57M1.9%-12.0%0.068%
11/4/2024Tyler Stone Wealth Management4,882$284K0.1%+100.0%0.008%
11/4/2024Sigma Planning Corp124,010$7.23M0.2%+0.9%0.192%
11/1/2024Carr Financial Group Corp35,890$2.09M0.6%-10.8%0.055%
11/1/2024Atria Investments Inc18,728$1.09M0.0%-10.5%0.029%
11/1/2024Acorn Financial Advisory Services Inc. ADV5,631$328K0.1%+7.1%0.009%
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11/1/2024Assetmark Inc.3,828$223K0.0%+6.2%0.006%
10/31/2024Concurrent Investment Advisors LLC568,765$33.14M1.0%+2.3%0.879%
10/30/2024 MinichMacGregor Wealth Management LLC254,978$14.86M3.2%+0.4%0.394%
10/29/2024 Janney Montgomery Scott LLC505,869$29.48M0.1%-0.6%0.782%
10/29/2024Clear Creek Financial Management LLC15,562$907K0.1%-2.1%0.024%
10/29/2024Realta Investment Advisors2,930$176K0.1%-34.4%0.005%
10/29/2024Farther Finance Advisors LLC2,996$175K0.0%N/A0.005%
10/28/2024Stephens Inc. AR21,577$1.26M0.0%-1.4%0.033%
10/28/2024US Bancorp DE24,184$1.41M0.0%+2.2%0.037%
10/25/2024Financial Advocates Investment Management21,673$1.26M0.1%-14.5%0.033%
(Data available from 1/1/2016 forward)

FV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FV shares?

During the previous two years, 315 institutional investors and hedge funds held shares of First Trust Dorsey Wright Focus 5 ETF. The most heavily invested institutionals were Morgan Stanley ($333.05M), LPL Financial LLC ($244.02M), Wells Fargo & Company MN ($216.82M), Commonwealth Equity Services LLC ($163.93M), UBS Group AG ($106.75M), Raymond James & Associates ($97.44M), and Bank of America Corp DE ($88.91M).Learn more on FV's institutional investors.

Which institutional investors have been buying First Trust Dorsey Wright Focus 5 ETF stock?

Of the 260 institutional investors that purchased First Trust Dorsey Wright Focus 5 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.56M), International Assets Investment Management LLC ($1.12M), Wells Fargo & Company MN ($774.58K), Commonwealth Equity Services LLC ($759.88K), Prospera Financial Services Inc ($728.88K), One Capital Management LLC ($637.64K), and Sar Wealth Management Group LLC ($514.02K).

How much institutional buying is happening at First Trust Dorsey Wright Focus 5 ETF?

Institutional investors have bought a total of 14,759,962 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

Which First Trust Dorsey Wright Focus 5 ETF major shareholders have been selling company stock?

Of the 197 institutional investors that sold First Trust Dorsey Wright Focus 5 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($1.13M), Prospera Financial Services Inc ($1.05M), Morgan Stanley ($1.00M), Wells Fargo & Company MN ($508.65K), International Assets Investment Management LLC ($496.56K), Commonwealth Equity Services LLC ($395.37K), and One Capital Management LLC ($394.99K).

How much institutional selling is happening at First Trust Dorsey Wright Focus 5 ETF?

Institutional investors have sold a total of 9,521,133 shares in the last 24 months. This volume of shares sold represents approximately $566.52M in transactions.


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This page (NASDAQ:FV) was last updated on 1/21/2025 by MarketBeat.com Staff
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