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

First Trust Dorsey Wright Focus 5 ETF logo
$59.26 -2.30 (-3.74%)
(As of 12/18/2024 05:27 PM ET)
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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)
150
Total
Institutional Inflows
(last 12 months)
$222.97M
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$196.73M
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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
12/13/2024 B. Riley Wealth Advisors Inc.10,546$609K0.0%-16.6%0.016%
12/12/2024 Brass Tax Wealth Management Inc.66,348$3.87M1.5%+0.8%0.103%
12/10/2024 Garden State Investment Advisory Services LLC35,845$2.09M0.6%+2.1%0.055%
11/25/2024 Synovus Financial Corp18,720$1.09M0.0%-0.9%0.029%
11/25/2024 Wilmington Savings Fund Society FSB500$29K0.0%N/A0.001%
11/25/2024 World Investment Advisors LLC27,615$1.61M0.0%+81.2%0.043%
11/25/2024 Sanctuary Advisors LLC67,106$4.10M0.0%-9.9%0.104%
11/21/2024 Tudor Financial Inc.9,646$562K0.3%N/A0.015%
11/19/2024 Citizens Business Bank8,300$484K0.1%N/A0.013%
11/15/2024 MML Investors Services LLC201,892$11.76M0.0%-12.9%0.312%
11/15/2024 Stifel Financial Corp385,926$22.49M0.0%-7.4%0.596%
11/15/2024 Quantinno Capital Management LP4,495$262K0.0%N/A0.007%
11/15/2024 Integrated Wealth Concepts LLC241,091$14.05M0.2%+4.8%0.373%
11/15/2024 HighTower Advisors LLC191,525$11.17M0.0%+2.4%0.296%
11/15/2024 Hilltop Holdings Inc.22,065$1.29M0.1%+40.4%0.034%
11/15/2024 Garden State Investment Advisory Services LLC35,845$2.09M0.6%+2.1%0.055%
11/15/2024 Benjamin Edwards Inc.20,607$1.20M0.0%+5,608.3%0.032%
11/14/2024 L.M. Kohn & Company14,059$819K0.2%-18.3%0.022%
11/14/2024 Captrust Financial Advisors4,753$277K0.0%-12.4%0.007%
11/14/2024 Rockefeller Capital Management L.P.406,799$23.70M0.1%-3.0%0.629%
11/13/2024 Townsquare Capital LLC5,441$317K0.0%-35.3%0.008%
11/13/2024 FMR LLC13,734$800K0.0%+3.3%0.021%
11/13/2024 D.A. Davidson & CO.439,160$25.59M0.2%-0.3%0.679%
11/13/2024 Truvestments Capital LLC777$45K0.0%N/A0.001%
11/13/2024Fisher Asset Management LLC4,524$264K0.0%N/A0.007%
11/12/2024 MGB Wealth Management LLC8,825$514K0.2%-12.6%0.014%
11/12/2024 StoneX Group Inc.16,669$971K0.1%-4.7%0.026%
11/12/2024 Kingsview Wealth Management LLC10,194$594K0.0%+35.1%0.016%
11/12/2024 Flagstar Advisors Inc.5,379$313K0.1%-6.5%0.008%
11/12/2024 Meridian Wealth Management LLC61,030$3.56M0.2%-5.0%0.094%
11/12/2024 Citigroup Inc.114,699$6.68M0.0%-3.4%0.177%
11/9/2024 LPL Financial LLC4,187,814$244.02M0.1%-0.6%6.473%
11/8/2024 Moors & Cabot Inc.4,392$256K0.0%N/A0.007%
11/8/2024 Prospera Private Wealth LLC2,026$118K0.0%N/A0.003%
11/8/2024 Avior Wealth Management LLC2,311$135K0.0%+40.1%0.004%
11/7/2024 Prospera 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%
11/6/2024 OneDigital Investment Advisors LLC37,492$2.19M0.0%-1.6%0.058%
11/6/2024 Unionview LLC89,195$5.20M4.0%+0.4%0.138%
11/6/2024 Oppenheimer & Co. Inc.25,066$1.46M0.0%-5.4%0.039%
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11/5/2024 Aptus Capital Advisors LLC2,179$127K0.0%+21.7%0.003%
11/5/2024 First Heartland Consultants Inc.54,431$3.17M0.3%-1.1%0.084%
11/5/2024 Ashton Thomas Private Wealth LLC176,165$10.27M0.5%-9.0%0.272%
11/5/2024 Proactive Wealth Strategies LLC291,029$16.96M9.4%N/A0.450%
11/5/2024 Harbour Investments Inc.28,405$1.66M0.0%-5.5%0.044%
11/5/2024 Apollon Wealth Management LLC77,522$4.52M0.1%-22.3%0.120%
11/5/2024 Nations Financial Group Inc. IA ADV9,450$551K0.0%+2.2%0.015%
11/4/2024 Cottonwood Capital Advisors LLC44,154$2.57M1.9%-12.0%0.068%
11/4/2024 Tyler Stone Wealth Management4,882$284K0.1%+100.0%0.008%
11/4/2024 Sigma Planning Corp124,010$7.23M0.2%+0.9%0.192%
11/1/2024 Carr Financial Group Corp35,890$2.09M0.6%-10.8%0.055%
11/1/2024 Atria Investments Inc18,728$1.09M0.0%-10.5%0.029%
11/1/2024 Acorn Financial Advisory Services Inc. ADV5,631$328K0.1%+7.1%0.009%
11/1/2024 Assetmark Inc.3,828$223K0.0%+6.2%0.006%
10/31/2024 Concurrent 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%
10/29/2024 Clear Creek Financial Management LLC15,562$907K0.1%-2.1%0.024%
10/29/2024 Realta Investment Advisors2,930$176K0.1%-34.4%0.005%
10/29/2024 Farther Finance Advisors LLC2,996$175K0.0%N/A0.005%
10/28/2024 Stephens Inc. AR21,577$1.26M0.0%-1.4%0.033%
10/28/2024 US Bancorp DE24,184$1.41M0.0%+2.2%0.037%
10/25/2024 Financial Advocates Investment Management21,673$1.26M0.1%-14.5%0.033%
10/25/2024 Mutual Advisors LLC39,317$2.29M0.1%+3.4%0.061%
10/25/2024 Valmark Advisers Inc.82,906$4.83M0.1%+5.8%0.128%
10/24/2024 Lunt Capital Management Inc.33,085$1.93M0.9%+7.9%0.051%
10/24/2024 Montz Harcus Wealth Management LLC10,253$597K0.3%N/A0.016%
10/24/2024 OMNI 360 Wealth Inc.5,570$325K0.2%+33.6%0.009%
10/24/2024 Wealth Enhancement Advisory Services LLC35,680$2.08M0.0%+1.5%0.055%
10/24/2024 PFG Investments LLC125,833$7.33M0.5%+3.2%0.194%
10/24/2024 Arkadios Wealth Advisors45,353$2.64M0.1%+1.1%0.070%
10/23/2024 Allworth Financial LP17,707$1.03M0.0%-6.5%0.027%
10/23/2024 Trueblood Wealth Management LLC12,130$707K0.4%+10.0%0.019%
10/23/2024 Silver Oak Securities Incorporated17,889$1.05M0.1%+61.4%0.028%
10/23/2024 West Michigan Advisors LLC8,383$488K0.1%+54.6%0.013%
10/23/2024 Nicholson Wealth Management Group LLC4,634$270K0.2%N/A0.007%
10/23/2024 Ergawealth Advisors Inc.3,609$210K0.1%N/A0.006%
10/22/2024 International Assets Investment Management LLC489,346$28.51M0.0%+7,073.1%0.756%
10/22/2024 Saxony Capital Management LLC4,447$259K0.2%-19.2%0.007%
10/22/2024 Private Advisor Group LLC194,984$11.36M0.1%-35.2%0.301%
10/21/2024 Retirement Guys Formula LLC34,882$2.03M0.9%-3.0%0.054%
10/18/2024Commonwealth Equity Services LLC2,813,237$163.93M0.2%-2.2%4.341%
10/18/2024Raymond James & Associates1,672,261$97.44M0.1%+2.9%2.581%
10/18/2024First Citizens Bank & Trust Co.10,178$593K0.0%+1.8%0.016%
10/17/2024Stratos Wealth Partners LTD.170,511$9.94M0.1%+8.8%0.263%
10/17/2024Sard Wealth Management Group LLC454,306$26.47M17.5%+0.2%0.701%
10/17/2024 Claro Advisors LLC4,938$288K0.0%-93.6%0.008%
10/17/2024Madrona Financial Services LLC511,831$29.82M8.3%+5.0%0.789%
10/17/2024Onyx Bridge Wealth Group LLC6,082$354K0.1%-5.0%0.009%
10/17/2024 AlphaMark Advisors LLC1,500$87K0.0%-70.0%0.002%
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10/16/2024 Secure Asset Management LLC159,513$9.30M1.6%-9.6%0.246%
10/16/2024 Global Retirement Partners LLC15,530$905K0.0%+20.7%0.024%
10/16/2024 Quad Cities Investment Group LLC15,888$926K0.5%-13.0%0.024%
10/16/2024 Good Life Advisors LLC133,001$7.75M0.5%-3.3%0.205%
10/16/2024 HFG Advisors Inc.138,770$8.09M7.2%-0.5%0.214%
10/16/2024 SPC Financial Inc.106,129$6.18M0.5%+10.2%0.164%
10/16/2024 Kaydan Wealth Management Inc.8,062$470K0.1%-2.3%0.012%
10/11/2024 Creative Planning61,432$3.58M0.0%-3.3%0.095%
10/11/2024 Muirfield Wealth Advisors LLC52,745$3.07M2.6%+1.4%0.081%
10/11/2024 ORG Partners LLC60,678$3.54M0.6%N/A0.093%
(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, 309 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 258 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 14,697,540 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 191 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), Commonwealth Equity Services LLC ($395.37K), One Capital Management LLC ($394.99K), and Osaic Holdings Inc. ($335.60K).

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

Institutional investors have sold a total of 8,971,343 shares in the last 24 months. This volume of shares sold represents approximately $534.40M in transactions.


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This page (NASDAQ:FV) was last updated on 12/19/2024 by MarketBeat.com Staff
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