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First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) Institutional Ownership

First Trust Dorsey Wright Dynamic Focus 5 ETF logo
$36.27 -1.02 (-2.74%)
(As of 11/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright Dynamic Focus 5 ETF (NASDAQ:FVC)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$1.86M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$11.32M
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FVC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Jane Street Group LLC29,598$1.06M0.0%+266.9%0.740%
11/8/2024 Prospera Private Wealth LLC791$28K0.0%N/A0.020%
11/7/2024 Prospera Financial Services Inc327,517$11.73M0.3%-9.5%8.188%
11/6/2024 Oppenheimer & Co. Inc.21,400$767K0.0%-9.9%0.535%
11/5/2024 Proactive Wealth Strategies LLC7,741$277K0.2%N/A0.194%
11/1/2024 Atria Investments Inc28,550$1.02M0.0%-4.0%0.705%
10/30/2024 World Equity Group Inc.13,455$482K0.2%+2.2%0.332%
10/22/2024 Private Advisor Group LLC56,135$2.01M0.0%-14.8%1.305%
10/18/2024Raymond James & Associates68,411$2.45M0.0%-6.0%1.591%
8/5/2024 Private Advisor Group LLC65,912$2.32M0.0%-15.9%1.481%
7/31/2024Commonwealth Equity Services LLC18,135$639K0.0%-18.4%0.408%
7/31/2024 NBT Bank N A NY15,445$544K0.0%-5.1%0.347%
7/19/2024Raymond James & Associates72,757$2.57M0.0%-6.2%1.599%
7/19/2024 World Equity Group Inc.13,164$464K0.1%+9.7%0.289%
5/4/2024 Geneos Wealth Management Inc.18,487$638K0.0%-4.1%0.389%
5/1/2024 Janney Montgomery Scott LLC29,168$1.01M0.0%-2.4%0.614%
4/30/2024 Private Advisor Group LLC78,396$2.71M0.0%-14.2%1.650%
4/30/2024Commonwealth Equity Services LLC22,222$767K0.0%-46.3%0.468%
4/24/2024 NBT Bank N A NY16,267$561K0.0%-5.2%0.342%
4/23/2024 Global Retirement Partners LLC1,270$44K0.0%-21.6%0.027%
4/23/2024Raymond James Financial Services Advisors Inc.51,519$1.78M0.0%-15.2%1.085%
2/9/2024 Wells Fargo & Company MN224,496$7.36M0.0%-7.2%4.359%
2/9/2024 UBS Group AG295,659$9.69M0.0%-11.2%5.741%
2/8/2024 Janney Montgomery Scott LLC29,897$980K0.0%-4.4%0.581%
2/6/2024 Private Advisor Group LLC91,378$3.00M0.0%-44.2%1.774%
2/2/2024 Atria Wealth Solutions Inc.6,310$207K0.0%N/A0.120%
1/30/2024 PCG Wealth Advisors LLC15,415$505K0.3%-3.1%0.294%
1/26/2024 Geneos Wealth Management Inc.19,287$632K0.0%-9.1%0.364%
1/18/2024 Global Retirement Partners LLC1,620$53K0.0%+131.4%0.030%
1/18/2024 Trueblood Wealth Management LLC15,233$499K0.3%N/A0.285%
1/16/2024Raymond James Financial Services Advisors Inc.60,760$1.99M0.0%-54.5%1.136%
1/16/2024Raymond James & Associates79,297$2.60M0.0%-13.9%1.482%
1/10/2024 Creative Financial Designs Inc. ADV3,746$123K0.0%-27.2%0.069%
11/13/2023 Mariner LLC137,601$4.31M0.0%-68.4%2.219%
11/13/2023 LPL Financial LLC612,058$19.19M0.0%-11.2%9.872%
11/13/2023 Kestra Advisory Services LLC17,992$564K0.0%-2.6%0.290%
11/13/2023 PNC Financial Services Group Inc.1,477$46K0.0%+199.0%0.024%
11/9/2023 UBS Group AG333,070$10.44M0.0%-40.8%5.372%
11/8/2023 Janney Montgomery Scott LLC31,285$981K0.0%-10.4%0.505%
11/8/2023 Oppenheimer & Co. Inc.24,602$771K0.0%+2.2%0.397%
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11/7/2023 Atria Investments Inc124,273$3.90M0.1%-70.6%2.004%
11/3/2023 Private Advisor Group LLC163,742$5.13M0.0%-20.6%2.539%
10/24/2023Raymond James & Associates92,094$2.89M0.0%-5.2%1.364%
10/24/2023 Cambridge Investment Research Advisors Inc.26,040$816K0.0%-18.3%0.386%
10/23/2023Commonwealth Equity Services LLC81,915$2.57M0.0%-17.2%1.214%
10/11/2023 Geneos Wealth Management Inc.21,207$665K0.0%-4.7%0.326%
8/14/2023 Eqis Capital Management Inc.16,674$560K0.1%+5.6%0.227%
8/11/2023 Baird Financial Group Inc.175,073$5.88M0.0%+54.4%2.382%
8/11/2023 Kestra Advisory Services LLC18,467$621K0.0%+6.0%0.251%
8/10/2023 Osaic Holdings Inc.168,573$5.67M0.0%-7.8%2.294%
8/10/2023Commonwealth Equity Services LLC98,941$3.33M0.0%-7.2%1.346%
8/10/2023 Private Advisor Group LLC206,262$6.93M0.1%+121.6%2.806%
8/8/2023 Geneos Wealth Management Inc.22,264$748K0.0%-1.5%0.303%
8/8/2023 Prospera Financial Services Inc107,660$3.62M0.1%-8.8%1.465%
8/7/2023 Lincoln National Corp14,829$498K0.0%+8.9%0.202%
8/4/2023 Atria Investments Inc422,112$14.19M0.3%+7.1%5.743%
8/3/2023 Oppenheimer & Co. Inc.24,069$809K0.0%+1.9%0.325%
8/1/2023 Truist Financial Corp8,707$293K0.0%-62.2%0.118%
7/31/2023 LPL Financial LLC689,277$23.17M0.0%-0.7%9.315%
7/28/2023 Capital Investment Advisory Services LLC900$30K0.0%-61.4%0.012%
7/26/2023 Creative Financial Designs Inc. ADV5,162$173K0.0%-9.6%0.069%
7/26/2023 Janney Montgomery Scott LLC34,913$1.17M0.0%-18.1%0.466%
7/25/2023Raymond James Financial Services Advisors Inc.133,576$4.49M0.0%+2.9%1.781%
7/25/2023Raymond James & Associates97,165$3.27M0.0%-10.0%1.296%
7/13/2023 Cambridge Investment Research Advisors Inc.31,856$1.07M0.0%-23.3%0.422%
5/11/2023 Cambridge Investment Research Advisors Inc.41,519$1.37M0.0%-3.5%0.546%
5/11/2023Commonwealth Equity Services LLC106,647$3.52M0.0%-42.3%1.403%
5/10/2023 Atria Investments Inc394,307$13.00M0.2%-5.4%5.188%
5/10/2023 Private Advisor Group LLC93,093$3.07M0.0%N/A1.225%
5/10/2023 LPL Financial LLC694,000$22.89M0.0%+0.5%9.132%
5/8/2023 WealthShield Partners LLC2,898$96K0.0%N/A0.038%
5/8/2023 Sigma Planning Corp9,945$328K0.0%+54.1%0.131%
5/5/2023 Truist Financial Corp23,012$759K0.0%-2.3%0.303%
5/5/2023 Silver Oak Securities Incorporated21,975$725K0.1%-13.7%0.289%
5/4/2023 Total Clarity Wealth Management Inc.19,833$654K0.4%N/A0.261%
5/3/2023 MTM Investment Management LLC2,388$79K0.0%-39.5%0.031%
5/1/2023 Affinity Wealth Management LLC7,912$261K0.1%-8.8%0.104%
4/28/2023 Janney Montgomery Scott LLC42,651$1.41M0.0%-4.7%0.558%
4/25/2023 Creative Financial Designs Inc. ADV5,708$188K0.0%-90.8%0.075%
4/25/2023 Geneos Wealth Management Inc.22,602$745K0.0%+3.2%0.295%
4/18/2023IFP Advisors Inc878$25K0.0%-81.3%0.011%
4/14/2023Raymond James Financial Services Advisors Inc.129,769$4.28M0.0%+1.5%1.685%
4/14/2023Raymond James & Associates108,013$3.56M0.0%-6.8%1.403%
4/12/2023 Private Trust Co. NA3,998$132K0.0%-35.6%0.052%
2/14/2023 PCG Wealth Advisors LLC15,945$558K0.4%-51.0%0.206%
2/10/2023 Advisor Group Holdings Inc.182,368$6.39M0.0%+13.8%2.353%
2/9/2023 Affinity Wealth Management LLC8,679$304K0.1%N/A0.112%
2/8/2023Raymond James Financial Services Advisors Inc.127,896$4.48M0.0%-1.9%1.650%
2/8/2023Raymond James & Associates115,895$4.06M0.0%-20.4%1.495%
2/8/2023 Belpointe Asset Management LLC711$25K0.0%N/A0.009%
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2/8/2023 UBS Group AG628,049$21.99M0.0%+1.4%8.104%
2/8/2023 Prospera Financial Services Inc132,189$4.63M0.2%+4.7%1.706%
2/8/2023 Cambridge Investment Research Advisors Inc.43,044$1.51M0.0%+29.3%0.555%
2/8/2023 Oppenheimer & Co. Inc.23,427$820K0.0%-1.7%0.302%
2/7/2023Commonwealth Equity Services LLC184,717$6.47M0.0%+86.5%2.383%
2/7/2023 LPL Financial LLC690,307$24.17M0.0%+10.6%8.907%
2/7/2023 MTM Investment Management LLC3,948$138K0.1%-6.7%0.051%
2/7/2023IFP Advisors Inc4,696$132K0.0%+54.0%0.061%
2/7/2023 Envestnet Asset Management Inc.35,261$1.24M0.0%+32.3%0.455%
2/3/2023 Spire Wealth Management4,175$146K0.0%-41.5%0.054%
(Data available from 1/1/2016 forward)

FVC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FVC shares?

During the previous two years, 46 institutional investors and hedge funds held shares of First Trust Dorsey Wright Dynamic Focus 5 ETF. The most heavily invested institutionals were LPL Financial LLC ($19.19M), Prospera Financial Services Inc ($11.73M), UBS Group AG ($9.69M), Wells Fargo & Company MN ($7.36M), Advisor Group Holdings Inc. ($6.39M), Baird Financial Group Inc. ($5.88M), and Osaic Holdings Inc. ($5.67M).Learn more on FVC's institutional investors.

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

Of the 32 institutional investors that purchased First Trust Dorsey Wright Dynamic Focus 5 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($216.89K), Atria Investments Inc ($113.57K), Commonwealth Equity Services LLC ($85.67K), LPL Financial LLC ($70.01K), Baird Financial Group Inc. ($61.66K), Advisor Group Holdings Inc. ($22.06K), and Jane Street Group LLC ($21.53K).

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

Institutional investors have bought a total of 732,841 shares in the last 24 months. This purchase volume represents approximately $41.19M in transactions.

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

Of the 29 institutional investors that sold First Trust Dorsey Wright Dynamic Focus 5 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atria Investments Inc ($321.50K), Mariner LLC ($297.80K), UBS Group AG ($266.86K), Private Advisor Group LLC ($150.13K), Commonwealth Equity Services LLC ($126.03K), Raymond James Financial Services Advisors Inc. ($84.46K), and LPL Financial LLC ($81.94K).

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

Institutional investors have sold a total of 1,638,765 shares in the last 24 months. This volume of shares sold represents approximately $60.97M in transactions.


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This page (NASDAQ:FVC) was last updated on 11/17/2024 by MarketBeat.com Staff
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