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

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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)
12
Total
Institutional Inflows
(last 12 months)
$7.84M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$42.07M
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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
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%
4/23/2024 Raymond 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%
1/16/2024 Raymond James Financial Services Advisors Inc.60,760$1.99M0.0%-54.5%1.136%
1/16/2024 Raymond 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%
11/9/2023 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%
11/7/2023Atria 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%
10/24/2023 Raymond 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%
8/14/2023Eqis 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%
8/10/2023 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%
8/8/2023Prospera Financial Services Inc107,660$3.62M0.1%-8.8%1.465%
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8/7/2023 Lincoln National Corp14,829$498K0.0%+8.9%0.202%
8/4/2023Atria 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%
7/25/2023 Raymond James Financial Services Advisors Inc.133,576$4.49M0.0%+2.9%1.781%
7/25/2023 Raymond 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%
5/10/2023Atria 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%
4/14/2023 Raymond James Financial Services Advisors Inc.129,769$4.28M0.0%+1.5%1.685%
4/14/2023 Raymond 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%
2/8/2023 Raymond James Financial Services Advisors Inc.127,896$4.48M0.0%-1.9%1.650%
2/8/2023 Raymond James & Associates115,895$4.06M0.0%-20.4%1.495%
2/8/2023 Belpointe Asset Management LLC711$25K0.0%N/A0.009%
2/8/2023 UBS Group AG628,049$21.99M0.0%+1.4%8.104%
2/8/2023Prospera Financial Services Inc132,189$4.63M0.2%+4.7%1.706%
2/8/2023 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%
2/2/2023 Silver Oak Securities Incorporated25,475$892K0.2%-5.2%0.329%
2/1/2023 Bank of Montreal Can14,106$497K0.0%+350.0%0.182%
2/1/2023 Creative Financial Designs Inc. ADV62,279$2.18M0.3%-5.7%0.804%
2/1/2023 Janney Montgomery Scott LLC44,767$1.57M0.0%-4.6%0.578%
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1/31/2023Atria Investments Inc416,763$14.59M0.3%+25.9%5.378%
1/31/2023Kestra Advisory Services LLC21,772$762K0.0%+63.5%0.276%
1/31/2023 Geneos Wealth Management Inc.21,895$767K0.0%-5.2%0.277%
1/24/2023 Sigma Planning Corp6,452$226K0.0%-7.1%0.082%
1/18/2023 Calton & Associates Inc.8,077$283K0.1%N/A0.103%
1/18/2023 Private Advisor Group LLC88,131$3.09M0.0%+13.7%1.123%
11/15/2022Commonwealth Equity Services LLC99,048$3.31M0.0%+47.2%1.357%
11/14/2022Royal Bank of Canada218,953$7.32M0.0%+118.8%2.999%
11/14/2022MML Investors Services LLC20,411$682K0.0%N/A0.280%
11/14/2022 Oppenheimer & Co. Inc.23,841$797K0.0%+3.7%0.327%
(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, 51 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), Atria Investments LLC ($11.06M), UBS Group AG ($9.69M), Wells Fargo & Company MN ($7.36M), Royal Bank of Canada ($7.32M), Advisor Group Holdings Inc. ($6.39M), and Baird Financial Group Inc. ($5.88M).Learn more on FVC's institutional investors.

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

Of the 36 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 ($219.23K), Atria Investments LLC ($214.68K), UBS Group AG ($174.20K), Commonwealth Equity Services LLC ($122.20K), Royal Bank of Canada ($118.89K), Atria Investments Inc ($113.57K), and LPL Financial LLC ($70.01K).

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

Institutional investors have bought a total of 1,367,230 shares in the last 24 months. This purchase volume represents approximately $84.94M in transactions.

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

Of the 38 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 ($320.30K), Mariner LLC ($297.80K), UBS Group AG ($266.86K), Private Advisor Group LLC ($130.68K), LPL Financial LLC ($124.81K), Commonwealth Equity Services LLC ($121.94K), and Raymond James Financial Services Advisors Inc. ($84.46K).

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

Institutional investors have sold a total of 1,715,747 shares in the last 24 months. This volume of shares sold represents approximately $68.59M in transactions.


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This page (NASDAQ:FVC) was last updated on 5/14/2024 by MarketBeat.com Staff

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