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

First Trust Dorsey Wright Focus 5 ETF logo
$60.13 -1.68 (-2.72%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$60.08 -0.05 (-0.09%)
As of 02/21/2025 04:05 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)
$436.24M
Number of
Institutional Sellers
(last 12 months)
151
Total
Institutional Outflows
(last 12 months)
$185.89M
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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
2/19/2025 Richmond Investment Services LLC28,162$1.66M0.9%N/A0.044%
2/19/2025 WCG Wealth Advisors LLC19,332$1.14M0.1%+10.7%0.030%
2/18/2025 Sunbelt Securities Inc.2,395$142K0.0%-11.0%0.004%
2/18/2025 Novak & Powell Financial Services Inc.14,147$836K0.5%-4.3%0.022%
2/18/2025 Novem Group6,528$386K0.1%N/A0.010%
2/18/2025 First Heartland Consultants Inc.57,358$3.39M0.3%+5.4%0.089%
2/17/2025 Visionary Wealth Advisors16,703$986K0.1%-4.6%0.026%
2/17/2025 Trace Wealth Advisors LLC3,750$221K0.2%N/A0.006%
2/17/2025 Royal Bank of Canada1,097,554$64.82M0.0%-1.2%1.703%
2/17/2025 Napa Wealth Management9,585$566K0.2%N/A0.015%
2/17/2025 Leigh Baldwin & CO. LLC352,582$20.82M0.1%N/A0.547%
2/17/2025 Clark Capital Management Group Inc.26,257$1.55M0.0%+18.9%0.041%
2/17/2025 EP Wealth Advisors LLC9,271$548K0.0%N/A0.014%
2/17/2025 Cambridge Investment Research Advisors Inc.563,225$33.26M0.1%+18.6%0.874%
2/17/2025 Cetera Investment Advisers523,758$30.93M0.1%+21.7%0.813%
2/17/2025 Captrust Financial Advisors4,358$257K0.0%-8.3%0.007%
2/17/2025 Cary Street Partners Financial LLC8,322$491K0.0%N/A0.013%
2/17/2025 Baird Financial Group Inc.495,838$29.28M0.1%-0.8%0.769%
2/17/2025 Bank of America Corp DE1,674,187$98.88M0.0%+0.6%2.598%
2/17/2025 Benjamin Edwards Inc.19,272$1.14M0.0%-6.5%0.030%
2/17/2025 Ameriprise Financial Inc.17,824$1.05M0.0%-33.1%0.028%
2/17/2025 Aptus Capital Advisors LLC2,863$169K0.0%+31.4%0.004%
2/17/2025 360 Financial Inc.7,052$416K0.2%+4.7%0.011%
2/17/2025 Acorn Financial Advisory Services Inc. ADV4,317$255K0.0%-23.3%0.007%
2/14/2025 South Plains Financial Inc.743$44K0.0%N/A0.001%
2/14/2025 Jane Street Group LLC22,326$1.32M0.0%N/A0.035%
2/14/2025 Bison Wealth LLC4,717$279K0.1%-5.1%0.007%
2/14/2025 Comerica Bank75,278$4.45M0.0%-0.4%0.117%
2/14/2025 Beacon Pointe Advisors LLC11,752$694K0.0%+26.8%0.018%
2/14/2025 Topsail Wealth Management LLC11,859$700K0.1%N/A0.018%
2/14/2025 Integrated Wealth Concepts LLC200,984$11.87M0.1%-16.6%0.312%
2/14/2025 MGO One Seven LLC178,327$10.53M0.4%+14.2%0.277%
2/14/2025 Harvest Investment Services LLC31,983$1.89M0.5%N/A0.050%
2/14/2025 Susquehanna International Group LLP31,581$1.87M0.0%-41.8%0.049%
2/14/2025 Stifel Financial Corp362,485$21.41M0.0%-6.1%0.562%
2/14/2025 OneDigital Investment Advisors LLC35,033$2.07M0.0%-6.6%0.054%
2/14/2025 MML Investors Services LLC132,126$7.80M0.0%-34.6%0.205%
2/14/2025 Concourse Financial Group Securities Inc.80,372$4.98M0.3%+5.9%0.125%
2/13/2025 Garden State Investment Advisory Services LLC36,812$2.17M0.6%+2.7%0.057%
2/13/2025 NewEdge Advisors LLC1,017,458$60.09M0.4%+2.5%1.579%
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2/13/2025 Regal Investment Advisors LLC158,948$9.39M0.7%+5.5%0.247%
2/13/2025 Mariner LLC36,584$2.16M0.0%-5.3%0.057%
2/13/2025 Keystone Financial Group16,149$954K0.1%N/A0.025%
2/13/2025 Synovus Financial Corp18,353$1.08M0.0%-2.0%0.028%
2/13/2025 Virtus Wealth Solutions LLC4,349$257K0.1%N/A0.007%
2/13/2025 Townsquare Capital LLC5,606$331K0.0%+3.0%0.009%
2/13/2025 Rockefeller Capital Management L.P.404,445$23.89M0.1%-0.6%0.628%
2/13/2025 Argent Trust Co22,380$1.32M0.1%-0.9%0.035%
2/13/2025 Advisory Services Network LLC19,612$1.16M0.0%-8.8%0.030%
2/13/2025 Renaissance Technologies LLC11,200$661K0.0%N/A0.017%
2/13/2025 Concentrum Wealth Management159,253$9.41M3.3%+3.6%0.247%
2/13/2025 Envestnet Asset Management Inc.353,376$20.87M0.0%-19.1%0.548%
2/13/2025 Wedbush Securities Inc.37,978$2.24M0.1%-6.9%0.059%
2/13/2025 Wells Fargo & Company MN4,094,834$241.84M0.1%-1.1%6.354%
2/13/2025 Smith Moore & CO.35,238$2.08M0.2%+1.7%0.055%
2/12/2025 Thoroughbred Financial Services LLC9,874$583K0.0%+2.7%0.015%
2/12/2025 World Investment Advisors29,701$1.75M0.0%+7.6%0.046%
2/12/2025 StoneX Group Inc.15,824$935K0.1%-5.1%0.025%
2/12/2025 Strategy Asset Managers LLC4,571$270K0.1%-10.1%0.007%
2/12/2025 Level Four Advisory Services LLC16,714$987K0.0%-4.2%0.026%
2/12/2025 Moment Partners LLC5,500$325K0.1%N/A0.009%
2/12/2025 JPMorgan Chase & Co.90,521$5.35M0.0%-6.0%0.140%
2/12/2025 Ausdal Financial Partners Inc.7,999$472K0.0%+20.3%0.012%
2/12/2025 Morey & Quinn Wealth Partners LLC51,457$3.04M2.6%N/A0.080%
2/11/2025 LPL Financial LLC4,465,129$263.71M0.1%+6.6%6.928%
2/11/2025 Blueprint Investment Partners LLC7,618$450K0.1%N/A0.012%
2/11/2025 Kiker Wealth Management LLC18,977$1.12M0.9%N/A0.029%
2/10/2025 Axxcess Wealth Management LLC5,764$340K0.0%-20.7%0.009%
2/10/2025 Creative Financial Designs Inc. ADV29,553$1.75M0.1%+2.9%0.046%
2/10/2025 Harbour Investments Inc.27,494$1.62M0.0%-3.2%0.043%
2/10/2025 Envestnet Portfolio Solutions Inc.27,351$1.62M0.0%+29.5%0.042%
2/10/2025 Natixis Advisors LLC17,918$1.06M0.0%-21.3%0.028%
2/10/2025 JPL Wealth Management LLC4,199$248K0.1%N/A0.007%
2/10/2025 Commonwealth Equity Services LLC2,849,421$168.29M0.2%+1.3%4.421%
2/10/2025 Avantax Advisory Services Inc.20,683$1.22M0.0%+136.2%0.032%
2/10/2025 Essential Planning LLC.97,500$5.84M0.0%N/A0.151%
2/10/2025 Farther Finance Advisors LLC5,471$323K0.0%+82.6%0.008%
2/7/2025 HighTower Advisors LLC188,911$11.16M0.0%-1.4%0.293%
2/7/2025 Prosperity Wealth Management Inc.3,436$203K0.1%-11.2%0.005%
2/7/2025 Cushing Capital Partners LLC47,663$2.82M2.7%N/A0.074%
2/7/2025 O Dell Group LLC17,948$1.06M0.2%+2.4%0.028%
2/7/2025 Independent Advisor Alliance342,760$20.24M0.3%N/A0.532%
2/7/2025 NBT Bank N A NY24,499$1.45M0.1%-3.1%0.038%
2/7/2025 Sound View Wealth Advisors Group LLC6,762$399K0.0%+82.8%0.010%
2/7/2025 Rialto Wealth Management LLC2,115$125K0.0%N/A0.003%
2/7/2025 PNC Financial Services Group Inc.15,683$926K0.0%+29.2%0.024%
2/7/2025 Ashton Thomas Private Wealth LLC169,514$10.01M0.4%-3.8%0.263%
2/6/2025 Raymond James Financial Inc.2,662,714$157.26M0.1%N/A4.131%
2/6/2025 SPC Financial Inc.115,933$6.85M0.6%+9.2%0.180%
2/6/2025 Atria Investments Inc18,300$1.08M0.0%-2.3%0.028%
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2/6/2025 Assetmark Inc.5,924$350K0.0%+54.8%0.009%
2/6/2025 Steward Partners Investment Advisory LLC255,492$15.09M0.1%-0.2%0.396%
2/6/2025 Jones Financial Companies Lllp35,464$2.10M0.0%+96.4%0.055%
2/5/2025 SRS Capital Advisors Inc.10,424$616K0.0%+17.8%0.016%
2/5/2025 US Bancorp DE23,607$1.40M0.0%-2.4%0.037%
2/5/2025 Fusion Capital LLC103,488$6.11M2.5%+3.7%0.161%
2/4/2025 Cutter & CO Brokerage Inc.8,461$500K0.1%-21.9%0.013%
2/4/2025 Pine Valley Investments Ltd Liability Co8,511$503K0.0%-3.8%0.013%
2/4/2025 IFP Advisors Inc109,696$6.48M0.2%+2.9%0.170%
2/4/2025 Marshall Investment Management LLC92,504$5.39M3.2%N/A0.144%
(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, 336 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 274 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 14,980,129 shares in the last 24 months. This purchase volume represents approximately $901.80M 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 8,589,076 shares in the last 24 months. This volume of shares sold represents approximately $465.35M in transactions.


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This page (NASDAQ:FV) was last updated on 2/22/2025 by MarketBeat.com Staff
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