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

First Trust Dorsey Wright Focus 5 ETF logo
$52.26 -0.07 (-0.13%)
Closing price 04/15/2025 03:59 PM Eastern
Extended Trading
$52.27 +0.01 (+0.02%)
As of 04/15/2025 04:12 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)
182
Total
Institutional Inflows
(last 12 months)
$459.82M
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$191.85M
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FV Institutional Buying and Selling by Quarter

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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
4/15/2025Trueblood Wealth Management LLC20,694$1.14M0.5%+39.3%0.033%
4/15/2025Atwood & Palmer Inc.95,049$5.21M0.4%-29.0%0.150%
4/14/2025 Muirfield Wealth Advisors LLC49,344$2.71M2.3%-3.3%0.078%
4/14/2025 Farther Finance Advisors LLC133,128$7.34M0.2%+2,333.3%0.210%
4/14/2025 Daymark Wealth Partners LLC131,765$7.23M0.2%+3.5%0.208%
4/14/2025 First Citizens Bank & Trust Co.10,700$587K0.0%-3.3%0.017%
4/11/2025 Sard Wealth Management Group LLC455,580$24.99M16.8%+1.3%0.719%
4/11/2025 Stablepoint Partners LLC53,445$2.93M0.5%+1.8%0.084%
4/11/2025 Insight Advisors LLC PA14,477$794K0.1%-7.3%0.023%
4/11/2025 Affinity Wealth Management LLC130,868$7.18M1.3%+0.2%0.206%
4/10/2025 Secure Asset Management LLC62,170$3.41M0.7%-59.1%0.098%
4/10/2025 Accel Wealth Management36,891$2.02M0.7%+0.6%0.058%
4/9/2025 RFG Advisory LLC22,805$1.25M0.0%+5.1%0.036%
4/9/2025 Quad Cities Investment Group LLC15,821$868K0.4%+3.5%0.025%
4/9/2025 NBC Securities Inc.4,343$238K0.0%+108,475.0%0.007%
4/8/2025 Advisory Alpha LLC15,968$876K0.1%-6.7%0.025%
4/7/2025 GAMMA Investing LLC407,226$22.34M0.0%+5,386.0%0.642%
3/17/2025Wealth Enhancement Advisory Services LLC120,094$7.09M0.0%+236.6%0.186%
2/28/2025Park Square Financial Group LLC477$28K0.0%N/A0.001%
2/26/2025Advisor Resource Council5,888$348K0.2%N/A0.009%
2/25/2025Leigh Baldwin & CO. LLC5,970$353K0.2%N/A0.009%
2/24/2025Ameriflex Group Inc.3,779$235K0.1%N/A0.006%
2/19/2025Richmond Investment Services LLC28,162$1.66M0.9%N/A0.044%
2/19/2025WCG Wealth Advisors LLC19,332$1.14M0.1%+10.7%0.030%
2/18/2025Sunbelt Securities Inc.2,395$142K0.0%-11.0%0.004%
2/18/2025Novak & Powell Financial Services Inc.14,147$836K0.5%-4.3%0.022%
2/18/2025Novem Group6,528$386K0.1%N/A0.010%
2/18/2025First Heartland Consultants Inc.57,358$3.39M0.3%+5.4%0.089%
2/17/2025Visionary Wealth Advisors16,703$986K0.1%-4.6%0.026%
2/17/2025Trace Wealth Advisors LLC3,750$221K0.2%N/A0.006%
2/17/2025Royal Bank of Canada1,097,554$64.82M0.0%-1.2%1.703%
2/17/2025Napa Wealth Management9,585$566K0.2%N/A0.015%
2/17/2025Leigh Baldwin & CO. LLC352,582$20.82M0.1%N/A0.547%
2/17/2025Clark Capital Management Group Inc.26,257$1.55M0.0%+18.9%0.041%
2/17/2025EP Wealth Advisors LLC9,271$548K0.0%N/A0.014%
2/17/2025Cambridge Investment Research Advisors Inc.563,225$33.26M0.1%+18.6%0.874%
2/17/2025Cetera Investment Advisers523,758$30.93M0.1%+21.7%0.813%
2/17/2025Captrust Financial Advisors4,358$257K0.0%-8.3%0.007%
2/17/2025Cary Street Partners Financial LLC8,322$491K0.0%N/A0.013%
2/17/2025Baird Financial Group Inc.495,838$29.28M0.1%-0.8%0.769%
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2/17/2025Bank of America Corp DE1,674,187$98.88M0.0%+0.6%2.598%
2/17/2025Benjamin Edwards Inc.19,272$1.14M0.0%-6.5%0.030%
2/17/2025Ameriprise Financial Inc.17,824$1.05M0.0%-33.1%0.028%
2/17/2025Aptus Capital Advisors LLC2,863$169K0.0%+31.4%0.004%
2/17/2025360 Financial Inc.7,052$416K0.2%+4.7%0.011%
2/17/2025Acorn Financial Advisory Services Inc. ADV4,317$255K0.0%-23.3%0.007%
2/14/2025South Plains Financial Inc.743$44K0.0%N/A0.001%
2/14/2025Jane Street Group LLC22,326$1.32M0.0%N/A0.035%
2/14/2025Bison Wealth LLC4,717$279K0.1%-5.1%0.007%
2/14/2025Comerica Bank75,278$4.45M0.0%-0.4%0.117%
2/14/2025Beacon Pointe Advisors LLC11,752$694K0.0%+26.8%0.018%
2/14/2025Topsail Wealth Management LLC11,859$700K0.1%N/A0.018%
2/14/2025Integrated Wealth Concepts LLC200,984$11.87M0.1%-16.6%0.312%
2/14/2025MGO One Seven LLC178,327$10.53M0.4%+14.2%0.277%
2/14/2025Harvest Investment Services LLC31,983$1.89M0.5%N/A0.050%
2/14/2025Susquehanna International Group LLP31,581$1.87M0.0%-41.8%0.049%
2/14/2025Stifel Financial Corp362,485$21.41M0.0%-6.1%0.562%
2/14/2025OneDigital Investment Advisors LLC35,033$2.07M0.0%-6.6%0.054%
2/14/2025MML Investors Services LLC132,126$7.80M0.0%-34.6%0.205%
2/14/2025Concourse Financial Group Securities Inc.80,372$4.98M0.3%+5.9%0.125%
2/13/2025Garden State Investment Advisory Services LLC36,812$2.17M0.6%+2.7%0.057%
2/13/2025NewEdge Advisors LLC1,017,458$60.09M0.4%+2.5%1.579%
2/13/2025Regal Investment Advisors LLC158,948$9.39M0.7%+5.5%0.247%
2/13/2025Mariner LLC36,584$2.16M0.0%-5.3%0.057%
2/13/2025Keystone Financial Group16,149$954K0.1%N/A0.025%
2/13/2025Synovus Financial Corp18,353$1.08M0.0%-2.0%0.028%
2/13/2025Virtus Wealth Solutions LLC4,349$257K0.1%N/A0.007%
2/13/2025Townsquare Capital LLC5,606$331K0.0%+3.0%0.009%
2/13/2025Rockefeller Capital Management L.P.404,445$23.89M0.1%-0.6%0.628%
2/13/2025Argent Trust Co22,380$1.32M0.1%-0.9%0.035%
2/13/2025Advisory Services Network LLC19,612$1.16M0.0%-8.8%0.030%
2/13/2025Renaissance Technologies LLC11,200$661K0.0%N/A0.017%
2/13/2025Concentrum Wealth Management159,253$9.41M3.3%+3.6%0.247%
2/13/2025Envestnet Asset Management Inc.353,376$20.87M0.0%-19.1%0.548%
2/13/2025Wedbush Securities Inc.37,978$2.24M0.1%-6.9%0.059%
2/13/2025Wells Fargo & Company MN4,094,834$241.84M0.1%-1.1%6.354%
2/13/2025Smith Moore & CO.35,238$2.08M0.2%+1.7%0.055%
2/12/2025Thoroughbred Financial Services LLC9,874$583K0.0%+2.7%0.015%
2/12/2025World Investment Advisors29,701$1.75M0.0%+7.6%0.046%
2/12/2025StoneX Group Inc.15,824$935K0.1%-5.1%0.025%
2/12/2025Strategy Asset Managers LLC4,571$270K0.1%-10.1%0.007%
2/12/2025Level Four Advisory Services LLC16,714$987K0.0%-4.2%0.026%
2/12/2025Moment Partners LLC5,500$325K0.1%N/A0.009%
2/12/2025JPMorgan Chase & Co.90,521$5.35M0.0%-6.0%0.140%
2/12/2025Ausdal Financial Partners Inc.7,999$472K0.0%+20.3%0.012%
2/12/2025Morey & Quinn Wealth Partners LLC51,457$3.04M2.6%N/A0.080%
2/11/2025LPL Financial LLC4,465,129$263.71M0.1%+6.6%6.928%
2/11/2025Blueprint Investment Partners LLC7,618$450K0.1%N/A0.012%
2/11/2025Kiker Wealth Management LLC18,977$1.12M0.9%N/A0.029%
2/10/2025Axxcess Wealth Management LLC5,764$340K0.0%-20.7%0.009%
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2/10/2025Creative Financial Designs Inc. ADV29,553$1.75M0.1%+2.9%0.046%
2/10/2025Harbour Investments Inc.27,494$1.62M0.0%-3.2%0.043%
2/10/2025Envestnet Portfolio Solutions Inc.27,351$1.62M0.0%+29.5%0.042%
2/10/2025Natixis Advisors LLC17,918$1.06M0.0%-21.3%0.028%
2/10/2025JPL Wealth Management LLC4,199$248K0.1%N/A0.007%
2/10/2025Commonwealth Equity Services LLC2,849,421$168.29M0.2%+1.3%4.421%
2/10/2025Avantax Advisory Services Inc.20,683$1.22M0.0%+136.2%0.032%
2/10/2025Essential Planning LLC.97,500$5.84M0.0%N/A0.151%
2/10/2025 Farther Finance Advisors LLC5,471$323K0.0%+82.6%0.008%
2/7/2025HighTower Advisors LLC188,911$11.16M0.0%-1.4%0.293%
(Data available from 1/1/2016 forward)

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FV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FV shares?

During the previous two years, 338 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 ($168.29M), Raymond James Financial Inc. ($157.26M), UBS Group AG ($106.75M), and Bank of America Corp DE ($98.88M).Learn more on FV's institutional investors.

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

Of the 272 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: Raymond James Financial Inc. ($2.66M), LPL Financial LLC ($1.49M), International Assets Investment Management LLC ($1.08M), Prospera Financial Services Inc ($728.88K), Cetera Investment Advisers ($533.75K), Sar Wealth Management Group LLC ($514.02K), and Cambridge Investment Research Advisors Inc. ($497.46K).

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

Institutional investors have bought a total of 15,505,746 shares in the last 24 months. This purchase volume represents approximately $926.47M in transactions.

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

Of the 208 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: Morgan Stanley ($1.00M), Raymond James Financial Services Advisors Inc. ($838.41K), Wells Fargo & Company MN ($552.45K), International Assets Investment Management LLC ($496.56K), 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 8,496,745 shares in the last 24 months. This volume of shares sold represents approximately $452.24M in transactions.


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This page (NASDAQ:FV) was last updated on 4/16/2025 by MarketBeat.com Staff
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