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

$35.97 -0.08 (-0.21%)
As of 03:18 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)
16
Total
Institutional Inflows
(last 12 months)
$18.00M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$11.92M
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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
8/13/2025Holos Integrated Wealth LLC7,551$270K0.2%-5.5%0.236%
8/12/2025 Global Retirement Partners LLC29,401$1.05M0.0%N/A0.919%
8/11/2025 TD Waterhouse Canada Inc.15,617$554K0.0%-88.2%0.488%
8/8/2025 Cetera Investment Advisers8,351$297K0.0%-4.5%0.261%
8/6/2025 Prospera Financial Services Inc329,537$11.71M0.2%+3.7%10.298%
8/4/2025 Arbor Capital Management Inc. ADV7,831$281K0.2%-9.3%0.245%
8/4/2025 Atria Investments Inc19,685$699K0.0%-19.8%0.615%
8/1/2025 Envestnet Asset Management Inc.7,687$273K0.0%-7.9%0.240%
7/23/2025 Trueblood Wealth Management LLC16,580$589K0.2%+9.6%0.510%
7/17/2025 Janney Montgomery Scott LLC48,059$1.71M0.0%+76.5%1.456%
7/11/2025 Farther Finance Advisors LLC839$30K0.0%+466.9%0.025%
5/21/2025Geneos Wealth Management Inc.13,023$458K0.0%-4.9%0.347%
5/15/2025Royal Bank of Canada31,424$1.11M0.0%-13.8%0.838%
5/13/2025Raymond James Financial Inc.214,802$7.56M0.0%+98.7%5.728%
5/9/2025 Chicago Partners Investment Group LLC6,717$233K0.0%N/A0.179%
5/9/2025 Atria Wealth Solutions Inc.8,072$284K0.0%-15.2%0.215%
5/7/2025 LPL Financial LLC237,579$8.36M0.0%-19.9%6.335%
5/6/2025 Cetera Investment Advisers8,744$308K0.0%+14.0%0.233%
5/5/2025 Private Advisor Group LLC46,032$1.62M0.0%-8.0%1.228%
4/29/2025 OneDigital Investment Advisors LLC17,044$600K0.0%-32.7%0.455%
4/22/2025 World Equity Group Inc.18,792$668K0.2%+40.4%0.501%
4/17/2025 NBT Bank N A NY12,170$428K0.0%-10.6%0.325%
2/17/2025 Cetera Investment Advisers7,669$280K0.0%-29.0%0.205%
2/17/2025Bank of America Corp DE165,500$6.05M0.0%-5.7%4.413%
2/14/2025Jane Street Group LLC7,500$274K0.0%-74.7%0.200%
2/14/2025Harvest Investment Services LLC19,734$721K0.2%N/A0.526%
2/14/2025 TD Waterhouse Canada Inc.133,698$4.86M0.0%-2.3%3.565%
2/13/2025Mariner LLC32,856$1.20M0.0%-7.3%0.876%
2/13/2025Raymond James Financial Inc.108,119$3.95M0.0%N/A2.883%
2/13/2025 Envestnet Asset Management Inc.8,338$305K0.0%-10.9%0.222%
2/13/2025Wells Fargo & Company MN193,355$7.07M0.0%-3.5%5.156%
2/11/2025 LPL Financial LLC296,664$10.84M0.0%-4.5%7.911%
2/10/2025 Arbor Capital Management Inc. ADV8,599$323K0.3%N/A0.229%
2/10/2025 Commonwealth Equity Services LLC16,352$598K0.0%-6.3%0.436%
2/7/2025 Independent Advisor Alliance6,644$243K0.0%N/A0.177%
2/7/2025 NBT Bank N A NY13,607$497K0.0%-7.0%0.363%
2/6/2025Raymond James Financial Inc.108,119$3.95M0.0%N/A2.883%
2/6/2025 Atria Investments Inc26,670$975K0.0%-6.6%0.711%
2/4/2025 WealthShield Partners LLC2,437$89K0.0%-50.0%0.065%
2/3/2025 Private Advisor Group LLC50,058$1.83M0.0%-10.8%1.335%
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1/31/2025 Global Retirement Partners LLC30,197$1.10M0.0%+14,279.5%0.805%
1/31/2025Proactive Wealth Strategies LLC8,206$300K0.2%+6.0%0.219%
1/31/2025 Atria Wealth Solutions Inc.9,519$348K0.0%+50.9%0.254%
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%
11/8/2024 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%
11/5/2024Proactive 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%
7/31/2024 Commonwealth 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%
5/4/2024Geneos 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%
4/30/2024 Private Advisor Group LLC78,396$2.71M0.0%-14.2%1.650%
4/30/2024 Commonwealth 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%
2/9/2024Wells 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%
2/6/2024 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%
1/26/2024Geneos 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%
11/13/2023Mariner LLC137,601$4.31M0.0%-68.4%2.219%
11/13/2023 LPL Financial LLC612,058$19.19M0.0%-11.2%9.872%
11/13/2023Kestra 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%
11/9/2023UBS 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%
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%
10/23/2023 Commonwealth Equity Services LLC81,915$2.57M0.0%-17.2%1.214%
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10/11/2023Geneos 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%
8/11/2023Baird 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%
8/10/2023 Commonwealth 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%
8/8/2023Geneos 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%
(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, 41 institutional investors and hedge funds held shares of First Trust Dorsey Wright Dynamic Focus 5 ETF. The most heavily invested institutionals were Prospera Financial Services Inc ($11.71M), UBS Group AG ($9.69M), LPL Financial LLC ($8.36M), Raymond James Financial Inc. ($7.56M), Wells Fargo & Company MN ($7.07M), Bank of America Corp DE ($6.05M), and Raymond James & Associates ($2.45M).Learn more on First Trust Dorsey Wright Dynamic Focus 5 ETF's institutional investors.

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

Of the 19 institutional investors that purchased First Trust Dorsey Wright Dynamic Focus 5 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($322.92K), Global Retirement Partners LLC ($60.31K), Jane Street Group LLC ($21.53K), Janney Montgomery Scott LLC ($20.84K), Harvest Investment Services LLC ($19.73K), Trueblood Wealth Management LLC ($16.69K), and Prospera Financial Services Inc ($11.86K).

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

Institutional investors have bought a total of 499,351 shares in the last 24 months. This purchase volume represents approximately $18.00M in transactions.

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

Of the 23 institutional investors that sold First Trust Dorsey Wright Dynamic Focus 5 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TD Waterhouse Canada Inc. ($119.99K), LPL Financial LLC ($72.97K), Prospera Financial Services Inc ($34.54K), Jane Street Group LLC ($22.10K), Private Advisor Group LLC ($19.88K), Bank of America Corp DE ($9.95K), and OneDigital Investment Advisors LLC ($8.29K).

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

Institutional investors have sold a total of 333,551 shares in the last 24 months. This volume of shares sold represents approximately $11.92M in transactions.


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This page (NASDAQ:FVC) was last updated on 8/14/2025 by MarketBeat.com Staff
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