Free Trial

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

→ The “Next Bitcoin”? 10 CENT Crypto Set to Explode (From True Market Insiders) (Ad)
Free FV Stock Alerts
$55.70
+0.16 (+0.29%)
(As of 05/13/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOptions ChainOwnershipShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV)

Number of
Institutional Buyers
(last 12 months)
147
Total
Institutional Inflows
(last 12 months)
$278.96M
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$261.43M
Get FV Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Dorsey Wright Focus 5 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FV Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024 Trustmark National Bank Trust Department16,378$937K0.1%+13.9%0.025%
5/10/2024 Osaic Holdings Inc.1,230,106$70.37M0.2%-11.6%1.855%
5/9/2024 HBK Sorce Advisory LLC4,672$267K0.0%N/A0.007%
5/9/2024 Kingsview Wealth Management LLC6,285$360K0.0%-17.7%0.009%
5/9/2024 Endowment Wealth Management Inc.3,552$203K0.2%-92.9%0.005%
5/9/2024 Koshinski Asset Management Inc.3,699$212K0.0%-68.4%0.006%
5/8/2024 US Bancorp DE23,429$1.34M0.0%-4.5%0.035%
5/8/2024 Thoroughbred Financial Services LLC7,938$454K0.0%-35.5%0.012%
5/7/2024 Concurrent Investment Advisors LLC548,616$31.40M1.2%-4.2%0.827%
5/7/2024 Oppenheimer & Co. Inc.27,115$1.55M0.0%+2.8%0.041%
5/6/2024 Envestnet Portfolio Solutions Inc.14,869$851K0.0%+51.5%0.022%
5/6/2024 Manchester Capital Management LLC5,700$326K0.0%+7.5%0.009%
5/6/2024 Advisory Alpha LLC19,204$1.10M0.0%-2.1%0.029%
5/4/2024 SPC Financial Inc.87,557$5.01M0.5%+12.9%0.132%
5/4/2024 Geneos Wealth Management Inc.79,866$4.57M0.2%+1.2%0.120%
5/4/2024 Csenge Advisory Group8,196$469K0.0%N/A0.012%
5/2/2024 Mutual Advisors LLC38,741$2.22M0.1%-1.8%0.058%
5/1/2024 StoneX Group Inc.17,726$1.01M0.1%-4.0%0.027%
5/1/2024 Janney Montgomery Scott LLC516,085$29.54M0.1%-0.3%0.778%
5/1/2024 Concourse Financial Group Securities Inc.65,777$3.76M0.2%+24.4%0.099%
4/30/2024 Private Advisor Group LLC310,526$17.77M0.1%-3.1%0.468%
4/30/2024 J.W. Cole Advisors Inc.6,261$358K0.0%+3.9%0.009%
4/30/2024 Saxony Capital Management LLC5,877$336K0.4%-13.5%0.009%
4/30/2024 Arkadios Wealth Advisors45,722$2.62M0.2%-16.7%0.069%
4/30/2024 SkyOak Wealth LLC119,485$6.84M1.6%-0.3%0.180%
4/30/2024 Unionview LLC83,976$4.81M4.0%+1.7%0.127%
4/29/2024Commonwealth Equity Services LLC2,879,745$164.81M0.3%-3.8%4.344%
4/29/2024 Benjamin Edwards Inc.711$41K0.0%+47.8%0.001%
4/29/2024 Benjamin F. Edwards & Company Inc.22,758$1.30M0.0%-3.3%0.034%
4/29/2024 Onyx Bridge Wealth Group LLC6,574$360K0.1%-12.0%0.010%
4/27/2024 Signature Wealth Management Partners LLC4,297$246K0.2%-14.8%0.006%
4/26/2024 Trueblood Wealth Management LLC10,398$595K0.3%-3.2%0.016%
4/26/2024 Cottonwood Capital Advisors LLC51,901$2.82M2.2%-6.1%0.078%
4/26/2024 Clear Creek Financial Management LLC16,078$920K0.1%-1.8%0.024%
4/26/2024 Carr Financial Group Corp16,121$923K0.3%+50.4%0.024%
4/25/2024 Capital Investment Advisory Services LLC19,617$1.12M0.1%-4.9%0.030%
4/25/2024 L.M. Kohn & Company21,605$1.24M0.3%+57.2%0.033%
4/25/2024 Eudaimonia Advisors LLC12,353$707K0.4%+2.9%0.019%
4/25/2024 Summit Financial LLC9,195$526K0.0%+3.1%0.014%
4/25/2024 Cambridge Investment Research Advisors Inc.538,080$30.79M0.1%+47.8%0.810%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
4/24/2024 Strid Group LLC265,688$15.21M2.7%-6.4%0.400%
4/24/2024 Simplicity Wealth LLC8,402$481K0.0%N/A0.013%
4/24/2024 NBT Bank N A NY29,950$1.71M0.1%-5.5%0.045%
4/23/2024 Lunt Capital Management Inc.27,077$1.55M0.8%+26.5%0.041%
4/23/2024 Global Retirement Partners LLC12,000$687K0.0%+10.9%0.018%
4/23/2024 Nations Financial Group Inc. IA ADV9,094$520K0.0%+7.3%0.014%
4/23/2024 Fifth Third Bancorp1,121$64K0.0%-23.4%0.002%
4/23/2024 Stablepoint Partners LLC54,070$3.09M0.6%+23.6%0.081%
4/23/2024 Wealth Effects LLC3,514$201K0.1%N/A0.005%
4/23/2024 Raymond James Financial Services Advisors Inc.962,724$55.10M0.1%-9.9%1.450%
4/22/2024 PFG Investments LLC124,107$7.10M0.4%+55.5%0.187%
4/22/2024 Oakworth Capital Inc.6,000$343K0.0%-30.2%0.009%
4/22/2024 Raymond James & Associates1,697,563$97.15M0.1%+2.6%2.557%
4/22/2024 Strategies Wealth Advisors LLC4,344$249K0.0%N/A0.007%
4/22/2024Ashton Thomas Private Wealth LLC206,128$11.80M0.7%-9.1%0.310%
4/19/2024 Retirement Guys Formula LLC36,830$2.11M1.0%-18.2%0.055%
4/19/2024 Accel Wealth Management38,410$2.20M0.9%+3.0%0.058%
4/19/2024 Madrona Financial Services LLC497,964$28.50M9.9%+1.7%0.750%
4/18/2024 AlphaMark Advisors LLC5,700$326K0.1%-64.8%0.009%
4/18/2024 Claro Advisors LLC82,060$4.70M0.8%-0.7%0.124%
4/18/2024 HFG Advisors Inc.143,485$8.21M7.3%-4.8%0.216%
4/18/2024 Fifth Third Securities Inc.67,102$3.84M0.4%-4.2%0.101%
4/16/2024 Register Financial Advisors LLC1,736$99K0.1%N/A0.003%
4/16/2024 Capital Asset Advisory Services LLC7,425$417K0.0%-6.9%0.011%
4/16/2024 Wealth Enhancement Advisory Services LLC34,839$1.99M0.0%+6.2%0.052%
4/15/2024 Sar Wealth Management Group LLC508,791$29.12M26.3%-1.0%0.766%
4/15/2024 Brookstone Capital Management3,965$227K0.0%N/A0.006%
4/15/2024 Sunbelt Securities Inc.2,689$154K0.0%-13.8%0.004%
4/15/2024 Flagstar Advisors Inc.6,344$363K0.1%-3.7%0.010%
4/13/2024 Quad Cities Investment Group LLC19,106$1.09M0.6%-4.5%0.029%
4/12/2024 Global Assets Advisory LLC146,955$8.41M0.0%N/A0.221%
4/11/2024 International Assets Investment Management LLC6,922$396K0.0%-39.3%0.010%
4/11/2024 &PARTNERS7,447$426K0.1%N/A0.011%
4/11/2024 Ballew Advisors Inc19,224$1.07M0.7%-1.6%0.029%
4/11/2024 RFG Advisory LLC20,213$1.16M0.0%+98.2%0.030%
4/10/2024 Atwood & Palmer Inc.309,110$17.69M1.3%-2.3%0.465%
4/10/2024 Signal Advisors Wealth LLC4,057$232K0.1%N/A0.006%
4/5/2024 NBC Securities Inc.4,512$258K0.0%-24.1%0.007%
4/5/2024 Madison Park Capital Advisors LLC14,190$812K0.7%-2.1%0.021%
3/22/2024 PNC Financial Services Group Inc.7,279$375K0.0%-20.1%0.011%
3/15/2024B. Riley Wealth Advisors Inc.11,913$614K0.0%-3.3%0.018%
3/14/2024 Muirfield Wealth Advisors LLC49,472$2.55M2.7%N/A0.074%
3/8/2024ICA Group Wealth Management LLC2,140$110K0.0%N/A0.003%
3/1/2024Creekmur Asset Management LLC706$36K0.0%N/A0.001%
2/29/2024 Tortoise Investment Management LLC775$40K0.0%N/A0.001%
2/27/2024ARQ Wealth Advisors LLC6,169$318K0.2%-3.2%0.009%
2/26/2024Centaurus Financial Inc.16,984$876K0.1%-2.5%0.026%
2/21/2024Novak & Powell Financial Services Inc.16,470$849K0.6%N/A0.025%
2/20/2024Able Wealth Management LLC2,143$110K0.1%N/A0.003%
2/16/2024 O Dell Group LLC15,015$774K0.2%-12.7%0.023%
The “Next Bitcoin”? 10 CENT Crypto Set to Explode (Ad)

The man who bought Bitcoin and Ethereum in 2017… and has spotted 44 different coins that have returned over 100%... Is now exposing a 10-cent coin that just partnered with Amazon…

Click For My #1 FREE Crypto for 2024
2/15/2024Garden State Investment Advisory Services LLC28,255$1.46M0.6%-10.2%0.042%
2/14/2024MGO One Seven LLC158,679$8.18M0.5%-6.3%0.238%
2/14/2024Visionary Wealth Advisors17,307$892K0.1%-10.3%0.026%
2/14/2024Regal Investment Advisors LLC148,986$7.68M0.6%-0.9%0.224%
2/13/2024Stephens Inc. AR22,492$1.16M0.0%-12.3%0.034%
2/13/2024Cetera Advisor Networks LLC379,796$19.58M0.1%-4.5%0.571%
2/13/2024 Oppenheimer & Co. Inc.26,380$1.36M0.0%+1.1%0.040%
2/13/2024 Belpointe Asset Management LLC4,442$229K0.0%N/A0.007%
2/13/2024Steward Partners Investment Solutions LLC20,796$1.07M0.4%N/A0.031%
2/12/2024 StoneX Group Inc.18,457$952K0.1%-25.0%0.028%
(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, 294 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), Wells Fargo & Company MN ($216.82M), LPL Financial LLC ($187.73M), Commonwealth Equity Services LLC ($164.81M), UBS Group AG ($106.75M), Raymond James & Associates ($97.15M), and Bank of America Corp DE ($88.91M).Learn more on FV's institutional investors.

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

Of the 250 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: LPL Financial LLC ($1.52M), Prospera Financial Services Inc ($1.27M), Commonwealth Equity Services LLC ($1.06M), Wells Fargo & Company MN ($825.75K), UBS Group AG ($815.70K), Janney Montgomery Scott LLC ($764.90K), and International Assets Investment Management LLC ($645.65K).

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

Institutional investors have bought a total of 16,812,519 shares in the last 24 months. This purchase volume represents approximately $1.27B in transactions.

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

Of the 177 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: Prospera Financial Services Inc ($1.72M), Raymond James Financial Services Advisors Inc. ($1.16M), Morgan Stanley ($1.00M), Wells Fargo & Company MN ($508.65K), Osaic Holdings Inc. ($335.60K), Commonwealth Equity Services LLC ($328.86K), and LPL Financial LLC ($290.11K).

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

Institutional investors have sold a total of 8,890,846 shares in the last 24 months. This volume of shares sold represents approximately $569.18M in transactions.


Related Companies:
This page (NASDAQ:FV) was last updated on 5/13/2024 by MarketBeat.com Staff

From Our Partners
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
He Is Giving Away Bitcoin
Crypto Swap Profits
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
Gold Set to EXPLODE!
Gold Safe Exchange
The Crypto 9-5 Escape Plan
Crypto 101 Media
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS
Paradigm Press
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders