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

$36.14 +0.03 (+0.08%)
Closing price 03:59 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)
18
Total
Institutional Inflows
(last 12 months)
$23.64M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$11.95M
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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
9/4/2025Osaic Holdings Inc.24,423$868K0.0%+36.0%0.763%
8/18/2025Geneos Wealth Management Inc.32,160$1.14M0.0%+146.9%1.005%
8/15/2025Bank of America Corp DE156,922$5.58M0.0%-0.5%4.904%
8/14/2025Raymond James Financial Inc.348,035$12.37M0.0%+62.0%10.876%
8/13/2025Holos Integrated Wealth LLC7,551$270K0.2%-5.5%0.236%
8/12/2025Global Retirement Partners LLC29,401$1.05M0.0%N/A0.919%
8/11/2025TD Waterhouse Canada Inc.15,617$554K0.0%-88.2%0.488%
8/8/2025Cetera Investment Advisers8,351$297K0.0%-4.5%0.261%
8/6/2025Prospera Financial Services Inc329,537$11.71M0.2%+3.7%10.298%
8/4/2025Arbor Capital Management Inc. ADV7,831$281K0.2%-9.3%0.245%
8/4/2025Atria Investments Inc19,685$699K0.0%-19.8%0.615%
8/1/2025Envestnet Asset Management Inc.7,687$273K0.0%-7.9%0.240%
7/23/2025Trueblood Wealth Management LLC16,580$589K0.2%+9.6%0.510%
7/17/2025Janney Montgomery Scott LLC48,059$1.71M0.0%+76.5%1.456%
7/11/2025Farther 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%
5/9/2025Chicago Partners Investment Group LLC6,717$233K0.0%N/A0.179%
5/9/2025Atria Wealth Solutions Inc.8,072$284K0.0%-15.2%0.215%
5/7/2025LPL Financial LLC237,579$8.36M0.0%-19.9%6.335%
5/6/2025Cetera Investment Advisers8,744$308K0.0%+14.0%0.233%
5/5/2025Private Advisor Group LLC46,032$1.62M0.0%-8.0%1.228%
4/29/2025OneDigital Investment Advisors LLC17,044$600K0.0%-32.7%0.455%
4/22/2025World Equity Group Inc.18,792$668K0.2%+40.4%0.501%
4/17/2025NBT Bank N A NY12,170$428K0.0%-10.6%0.325%
2/17/2025Cetera 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%
2/14/2025TD 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%
2/13/2025Envestnet 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%
2/11/2025LPL Financial LLC296,664$10.84M0.0%-4.5%7.911%
2/10/2025Arbor Capital Management Inc. ADV8,599$323K0.3%N/A0.229%
2/10/2025Commonwealth Equity Services LLC16,352$598K0.0%-6.3%0.436%
2/7/2025Independent Advisor Alliance6,644$243K0.0%N/A0.177%
2/7/2025NBT 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%
2/6/2025Atria Investments Inc26,670$975K0.0%-6.6%0.711%
2/4/2025WealthShield Partners LLC2,437$89K0.0%-50.0%0.065%
2/3/2025Private Advisor Group LLC50,058$1.83M0.0%-10.8%1.335%
1/31/2025Global 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%
1/31/2025Atria 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%
1/17/2025Janney 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%
5/1/2024Janney 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%
2/8/2024Janney 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%
1/18/2024Trueblood 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%
11/8/2023Janney 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%
(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 Raymond James Financial Inc. ($12.37M), Prospera Financial Services Inc ($11.71M), UBS Group AG ($9.69M), LPL Financial LLC ($8.36M), Wells Fargo & Company MN ($7.07M), Bank of America Corp DE ($5.58M), 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 20 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. ($456.15K), Global Retirement Partners LLC ($60.31K), Jane Street Group LLC ($21.53K), Janney Montgomery Scott LLC ($20.84K), Harvest Investment Services LLC ($19.73K), Geneos Wealth Management Inc. ($19.14K), and Trueblood Wealth Management LLC ($16.69K).

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

Institutional investors have bought a total of 658,188 shares in the last 24 months. This purchase volume represents approximately $23.64M 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 ($10.75K), 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 334,357 shares in the last 24 months. This volume of shares sold represents approximately $11.95M in transactions.


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This page (NASDAQ:FVC) was last updated on 9/9/2025 by MarketBeat.com Staff
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