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

First Trust Dorsey Wright Focus 5 ETF logo
$60.23 -0.06 (-0.10%)
Closing price 07/21/2025 03:59 PM Eastern
Extended Trading
$60.25 +0.02 (+0.03%)
As of 07/21/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
189
Total
Institutional Inflows
(last 12 months)
$489.45M
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$195.20M
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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
7/21/2025Creative Capital Management Investments LLC2,846$169K0.1%+97.4%0.005%
7/21/2025Montz Harcus Wealth Management LLC11,074$656K0.3%+8.0%0.018%
7/21/2025Ameritas Advisory Services LLC12,709$753K0.0%-53.2%0.021%
7/18/2025 Madrona Financial Services LLC389,600$23.09M5.5%+1.7%0.636%
7/18/2025 PFG Investments LLC124,836$7.40M0.4%+0.8%0.204%
7/18/2025 Truist Financial Corp105,486$6.25M0.0%-1.7%0.172%
7/17/2025 Janney Montgomery Scott LLC488,470$28.95M0.1%-1.8%0.797%
7/16/2025 Independent Wealth Network Inc.5,082$301K0.1%+17.6%0.008%
7/16/2025 ORG Partners LLC140,173$8.34M1.8%-15.1%0.229%
7/16/2025 MinichMacGregor Wealth Management LLC15,130$897K0.2%-15.9%0.025%
7/16/2025 Novem Group5,996$355K0.0%-5.6%0.010%
7/16/2025 CX Institutional607$36K0.0%N/A0.001%
7/15/2025 Retirement Guys Formula LLC34,920$2.07M0.8%+4.5%0.057%
7/15/2025 Affinity Wealth Management LLC123,462$7.32M1.2%-5.7%0.201%
7/15/2025 Carr Financial Group Corp11,543$684K0.2%-53.9%0.019%
7/14/2025 Armstrong Advisory Group Inc.2,378$141K0.0%-20.0%0.004%
7/11/2025 Quad Cities Investment Group LLC15,634$926K0.4%-1.2%0.025%
7/11/2025 Farther Finance Advisors LLC126,483$7.50M0.1%-5.0%0.205%
7/11/2025 CX Institutional607$36K0.0%N/A0.001%
7/11/2025 Kaydan Wealth Management Inc.7,183$426K0.1%-4.5%0.012%
7/11/2025 Kingstone Capital Partners Texas LLC72,000$4.03M0.0%N/A0.117%
7/9/2025 Sard Wealth Management Group LLC460,591$27.30M16.8%+1.1%0.746%
7/8/2025 Atwood & Palmer Inc.94,269$5.59M0.3%-0.8%0.153%
7/8/2025 Ballew Advisors Inc19,210$1.15M0.7%+2.3%0.031%
7/7/2025 Capital Asset Advisory Services LLC5,030$299K0.0%-8.5%0.008%
5/21/2025Geneos Wealth Management Inc.91,016$4.99M0.2%-2.3%0.146%
5/19/2025Jane Street Group LLC29,687$1.63M0.0%+33.0%0.047%
5/19/2025Advisory Alpha LLC15,968$876K0.0%-6.7%0.025%
5/16/2025Signature Estate & Investment Advisors LLC13,314$730K0.0%-25.6%0.021%
5/16/2025Everstar Asset Management LLC15,588$855K0.2%N/A0.025%
5/16/2025Ashton Thomas Private Wealth LLC164,938$9.05M0.3%-2.7%0.262%
5/16/2025Jones Financial Companies Lllp253,922$13.93M0.0%+616.0%0.403%
5/16/2025NewEdge Advisors LLC1,122,643$61.59M0.4%+10.3%1.782%
5/16/2025Integrated Wealth Concepts LLC181,583$9.96M0.1%-9.7%0.288%
5/16/2025Clark Capital Management Group Inc.24,173$1.33M0.0%-7.9%0.038%
5/16/2025AQR Capital Management LLC46,043$2.53M0.0%+85.2%0.073%
5/15/2025EP Wealth Advisors LLC5,450$299K0.0%-41.2%0.009%
5/15/2025Royal Bank of Canada1,017,715$55.83M0.0%-7.3%1.615%
5/15/2025Baird Financial Group Inc.459,169$25.19M0.0%-7.4%0.729%
5/14/2025WCG Wealth Advisors LLC22,541$1.24M0.1%+16.6%0.036%
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5/14/2025Comerica Bank74,948$4.11M0.0%-0.4%0.119%
5/14/2025Synovus Financial Corp17,696$971K0.0%-3.6%0.028%
5/14/2025Kestra Advisory Services LLC69,440$3.81M0.0%-22.5%0.110%
5/14/2025CW Advisors LLC8,434$463K0.0%+2.4%0.013%
5/14/2025Summit Financial LLC7,948$436K0.0%+4.5%0.013%
5/14/2025Flow Traders U.S. LLC8,036$441K0.0%N/A0.013%
5/14/2025Petix & Botte Co27,583$1.51M0.4%+33.2%0.044%
5/13/2025Steward Partners Investment Advisory LLC257,577$14.13M0.1%+0.8%0.409%
5/13/2025Raymond James Financial Inc.2,592,735$142.24M0.1%-2.6%4.115%
5/13/2025HighTower Advisors LLC185,708$10.19M0.0%-1.7%0.295%
5/12/2025Benjamin Edwards Inc.18,654$1.02M0.0%-3.2%0.030%
5/12/2025Townsquare Capital LLC4,896$269K0.0%-12.7%0.008%
5/12/2025Founders Financial Alliance LLC6,402$351K0.1%+6.5%0.010%
5/12/2025Citigroup Inc.119,276$6.54M0.0%+3.1%0.189%
5/9/2025MGB Wealth Management LLC8,575$470K0.2%-2.7%0.014%
5/9/2025West Michigan Advisors LLC7,474$410K0.1%-9.1%0.012%
5/9/2025Atria Wealth Solutions Inc.28,588$1.57M0.0%+3.2%0.045%
5/9/2025Thoroughbred Financial Services LLC19,527$1.07M0.1%+97.8%0.031%
5/9/2025Commonwealth Equity Services LLC2,845,827$156.12M0.2%-0.1%4.517%
5/9/2025Blair William & Co. IL1,910$105K0.0%-22.3%0.003%
5/9/2025PNC Financial Services Group Inc.14,318$785K0.0%-8.7%0.023%
5/8/2025IFG Advisory LLC40,874$2.24M0.1%+2.3%0.065%
5/8/2025SPC Financial Inc.122,376$6.71M0.6%+5.6%0.194%
5/8/2025Moors & Cabot Inc.3,893$214K0.0%-11.4%0.006%
5/8/2025US Bancorp DE22,826$1.26M0.0%-3.3%0.036%
5/8/2025Harbour Investments Inc.26,576$1.46M0.0%-3.3%0.042%
5/8/2025MGO One Seven LLC169,972$9.33M0.4%-4.7%0.270%
5/8/2025Sound View Wealth Advisors Group LLC3,699$203K0.0%-45.3%0.006%
5/8/2025Private Advisory Group LLC27,229$1.49M0.2%-1.7%0.043%
5/8/2025Natixis Advisors LLC13,048$716K0.0%-27.2%0.021%
5/8/2025Marshall Investment Management LLC55,604$3.05M1.9%-39.9%0.088%
5/8/2025Geneos Wealth Management Inc.237,013$13.00M0.3%+154.5%0.376%
5/7/2025Brio Consultants LLC163,364$8.96M3.3%N/A0.259%
5/7/2025First Heartland Consultants Inc.59,762$3.28M0.3%+4.2%0.095%
5/6/2025Cetera Investment Advisers529,761$29.06M0.1%+1.1%0.841%
5/6/2025Avantax Advisory Services Inc.19,428$1.07M0.0%-6.1%0.031%
5/6/2025AE Wealth Management LLC11,939$655K0.0%-2.5%0.019%
5/5/2025Lunt Capital Management Inc.40,248$2.21M0.8%+5.7%0.064%
5/5/2025IFP Advisors Inc97,884$5.37M0.2%-10.8%0.155%
5/5/2025Kestra Private Wealth Services LLC42,191$2.32M0.0%-4.4%0.067%
5/5/2025SNS Financial Group LLC8,358$459K0.0%-24.4%0.013%
5/5/2025 Formidable Asset Management LLC5,283$290K0.0%-8.6%0.008%
5/5/2025Private Advisor Group LLC185,625$10.18M0.1%-4.9%0.295%
5/2/2025 Independent Wealth Network Inc.4,323$237K0.1%-5.0%0.007%
5/2/2025Kingsview Wealth Management LLC7,560$415K0.0%-13.2%0.012%
5/2/2025Frederick Financial Consultants LLC160,439$8.80M6.4%N/A0.254%
5/2/2025Apollon Wealth Management LLC78,451$4.30M0.1%+0.9%0.124%
5/2/2025Sigma Planning Corp147,605$8.10M0.3%+6.7%0.234%
5/1/2025CWM LLC275,833$15.13M0.1%-2.4%0.437%
5/1/2025Stephens Inc. AR16,045$880K0.0%-2.2%0.025%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
5/1/2025SkyOak Wealth LLC112,252$6.16M1.3%-2.3%0.178%
5/1/2025Quest 10 Wealth Builders Inc.1,350$74K0.1%+82.2%0.002%
5/1/2025Gateway Wealth Partners LLC23,778$1.30M0.3%N/A0.038%
4/30/2025Allworth Financial LP17,408$935K0.0%-2.8%0.028%
4/30/2025Topsail Wealth Management LLC12,367$678K0.1%+4.3%0.020%
4/30/2025Axxcess Wealth Management LLC17,045$935K0.0%+195.7%0.027%
4/30/2025TradeWell Securities LLC.85,920$4.71M2.6%-4.9%0.136%
4/30/2025Stratos Wealth Partners LTD.159,109$8.73M0.1%-6.5%0.252%
4/29/2025Brass Tax Wealth Management Inc.68,303$3.75M0.8%+2.9%0.108%
4/29/2025Envestnet Asset Management Inc.360,549$19.78M0.0%+2.0%0.571%
(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, 341 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 ($263.71M), Wells Fargo & Company MN ($241.84M), Commonwealth Equity Services LLC ($156.12M), Raymond James Financial Inc. ($142.24M), UBS Group AG ($106.75M), and Bank of America Corp DE ($98.88M).Learn more on First Trust Dorsey Wright Focus 5 ETF's institutional investors.

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

Of the 271 institutional investors that purchased First Trust Dorsey Wright Focus 5 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.66M), LPL Financial LLC ($1.25M), International Assets Investment Management LLC ($1.08M), Prospera Financial Services Inc ($728.88K), Cetera Investment Advisers ($539.75K), Sar Wealth Management Group LLC ($514.02K), and GAMMA Investing LLC ($407.23K).

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

Institutional investors have bought a total of 8,446,736 shares in the last 24 months. This purchase volume represents approximately $489.45M in transactions.

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

Of the 158 institutional investors that sold First Trust Dorsey Wright Focus 5 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($481.67K), One Capital Management LLC ($386.41K), MinichMacGregor Wealth Management LLC ($239.85K), Atwood & Palmer Inc. ($213.09K), Secure Asset Management LLC ($155.35K), Cambridge Investment Research Advisors Inc. ($140.22K), and Madrona Financial Services LLC ($128.66K).

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

Institutional investors have sold a total of 3,404,265 shares in the last 24 months. This volume of shares sold represents approximately $195.20M in transactions.


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This page (NASDAQ:FV) was last updated on 7/22/2025 by MarketBeat.com Staff
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