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

$37.49 +0.42 (+1.13%)
As of 03:48 PM Eastern
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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)
5
Total
Institutional Inflows
(last 12 months)
$1.34M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$8.54M
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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
1/21/2025Geneos Wealth Management Inc.13,688$500K0.0%-6.3%0.360%
1/17/2025 Janney Montgomery Scott LLC27,315$998K0.0%-3.5%0.719%
11/15/2024Jane Street Group LLC29,598$1.06M0.0%+266.9%0.740%
11/8/2024Prospera Private Wealth LLC791$28K0.0%N/A0.020%
11/7/2024Prospera Financial Services Inc327,517$11.73M0.3%-9.5%8.188%
11/6/2024Oppenheimer & Co. Inc.21,400$767K0.0%-9.9%0.535%
11/5/2024Proactive Wealth Strategies LLC7,741$277K0.2%N/A0.194%
11/1/2024Atria Investments Inc28,550$1.02M0.0%-4.0%0.705%
10/30/2024World Equity Group Inc.13,455$482K0.2%+2.2%0.332%
10/22/2024Private Advisor Group LLC56,135$2.01M0.0%-14.8%1.305%
10/18/2024Raymond James & Associates68,411$2.45M0.0%-6.0%1.591%
8/5/2024Private Advisor Group LLC65,912$2.32M0.0%-15.9%1.481%
7/31/2024Commonwealth Equity Services LLC18,135$639K0.0%-18.4%0.408%
7/31/2024NBT Bank N A NY15,445$544K0.0%-5.1%0.347%
7/19/2024Raymond James & Associates72,757$2.57M0.0%-6.2%1.599%
7/19/2024World Equity Group Inc.13,164$464K0.1%+9.7%0.289%
5/4/2024Geneos 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%
4/30/2024Private Advisor Group LLC78,396$2.71M0.0%-14.2%1.650%
4/30/2024Commonwealth Equity Services LLC22,222$767K0.0%-46.3%0.468%
4/24/2024NBT Bank N A NY16,267$561K0.0%-5.2%0.342%
4/23/2024Global 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%
2/9/2024Wells Fargo & Company MN224,496$7.36M0.0%-7.2%4.359%
2/9/2024UBS Group AG295,659$9.69M0.0%-11.2%5.741%
2/8/2024 Janney Montgomery Scott LLC29,897$980K0.0%-4.4%0.581%
2/6/2024Private Advisor Group LLC91,378$3.00M0.0%-44.2%1.774%
2/2/2024Atria Wealth Solutions Inc.6,310$207K0.0%N/A0.120%
1/30/2024PCG Wealth Advisors LLC15,415$505K0.3%-3.1%0.294%
1/26/2024Geneos Wealth Management Inc.19,287$632K0.0%-9.1%0.364%
1/18/2024Global 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%
1/10/2024Creative Financial Designs Inc. ADV3,746$123K0.0%-27.2%0.069%
11/13/2023Mariner LLC137,601$4.31M0.0%-68.4%2.219%
11/13/2023LPL Financial LLC612,058$19.19M0.0%-11.2%9.872%
11/13/2023Kestra Advisory Services LLC17,992$564K0.0%-2.6%0.290%
11/13/2023PNC Financial Services Group Inc.1,477$46K0.0%+199.0%0.024%
11/9/2023UBS Group AG333,070$10.44M0.0%-40.8%5.372%
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11/8/2023 Janney Montgomery Scott LLC31,285$981K0.0%-10.4%0.505%
11/8/2023Oppenheimer & Co. Inc.24,602$771K0.0%+2.2%0.397%
11/7/2023Atria Investments Inc124,273$3.90M0.1%-70.6%2.004%
11/3/2023Private Advisor Group LLC163,742$5.13M0.0%-20.6%2.539%
10/24/2023Raymond James & Associates92,094$2.89M0.0%-5.2%1.364%
10/24/2023Cambridge 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%
10/11/2023Geneos Wealth Management Inc.21,207$665K0.0%-4.7%0.326%
8/14/2023Eqis Capital Management Inc.16,674$560K0.1%+5.6%0.227%
8/11/2023Baird Financial Group Inc.175,073$5.88M0.0%+54.4%2.382%
8/11/2023Kestra Advisory Services LLC18,467$621K0.0%+6.0%0.251%
8/10/2023Osaic 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%
8/10/2023Private Advisor Group LLC206,262$6.93M0.1%+121.6%2.806%
8/8/2023Geneos Wealth Management Inc.22,264$748K0.0%-1.5%0.303%
8/8/2023Prospera Financial Services Inc107,660$3.62M0.1%-8.8%1.465%
8/7/2023Lincoln National Corp14,829$498K0.0%+8.9%0.202%
8/4/2023Atria Investments Inc422,112$14.19M0.3%+7.1%5.743%
8/3/2023Oppenheimer & Co. Inc.24,069$809K0.0%+1.9%0.325%
8/1/2023Truist Financial Corp8,707$293K0.0%-62.2%0.118%
7/31/2023LPL Financial LLC689,277$23.17M0.0%-0.7%9.315%
7/28/2023Capital Investment Advisory Services LLC900$30K0.0%-61.4%0.012%
7/26/2023Creative 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%
7/13/2023Cambridge Investment Research Advisors Inc.31,856$1.07M0.0%-23.3%0.422%
5/11/2023Cambridge 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%
5/10/2023Atria Investments Inc394,307$13.00M0.2%-5.4%5.188%
5/10/2023Private Advisor Group LLC93,093$3.07M0.0%N/A1.225%
5/10/2023LPL Financial LLC694,000$22.89M0.0%+0.5%9.132%
5/8/2023WealthShield Partners LLC2,898$96K0.0%N/A0.038%
5/8/2023Sigma Planning Corp9,945$328K0.0%+54.1%0.131%
5/5/2023Truist Financial Corp23,012$759K0.0%-2.3%0.303%
5/5/2023Silver Oak Securities Incorporated21,975$725K0.1%-13.7%0.289%
5/4/2023Total Clarity Wealth Management Inc.19,833$654K0.4%N/A0.261%
5/3/2023MTM Investment Management LLC2,388$79K0.0%-39.5%0.031%
5/1/2023Affinity 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%
4/25/2023Creative Financial Designs Inc. ADV5,708$188K0.0%-90.8%0.075%
4/25/2023Geneos 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%
4/12/2023Private Trust Co. NA3,998$132K0.0%-35.6%0.052%
2/14/2023PCG Wealth Advisors LLC15,945$558K0.4%-51.0%0.206%
2/10/2023Advisor Group Holdings Inc.182,368$6.39M0.0%+13.8%2.353%
2/9/2023Affinity 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%
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2/8/2023Raymond James & Associates115,895$4.06M0.0%-20.4%1.495%
2/8/2023Belpointe Asset Management LLC711$25K0.0%N/A0.009%
2/8/2023UBS Group AG628,049$21.99M0.0%+1.4%8.104%
2/8/2023Prospera Financial Services Inc132,189$4.63M0.2%+4.7%1.706%
2/8/2023Cambridge Investment Research Advisors Inc.43,044$1.51M0.0%+29.3%0.555%
2/8/2023Oppenheimer & Co. Inc.23,427$820K0.0%-1.7%0.302%
2/7/2023Commonwealth Equity Services LLC184,717$6.47M0.0%+86.5%2.383%
2/7/2023LPL Financial LLC690,307$24.17M0.0%+10.6%8.907%
2/7/2023MTM Investment Management LLC3,948$138K0.1%-6.7%0.051%
2/7/2023IFP Advisors Inc4,696$132K0.0%+54.0%0.061%
(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, 45 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 31 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 ($206.26K), 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 714,137 shares in the last 24 months. This purchase volume represents approximately $39.88M 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 1,640,683 shares in the last 24 months. This volume of shares sold represents approximately $61.04M in transactions.


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This page (NASDAQ:FVC) was last updated on 1/21/2025 by MarketBeat.com Staff
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