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

First Trust Dorsey Wright Focus 5 ETF logo
$61.21 -0.50 (-0.81%)
Closing price 03:59 PM Eastern
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$61.19 -0.02 (-0.03%)
As of 04:17 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV)

Number of
Institutional Buyers
(last 12 months)
199
Total
Institutional Inflows
(last 12 months)
$517.75M
Number of
Institutional Sellers
(last 12 months)
166
Total
Institutional Outflows
(last 12 months)
$227.75M
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FV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/25/2025TradeWell Securities LLC.67,721$4.01M1.9%-21.2%0.111%
9/11/2025 Milestones Private Investment Advisors LLC5,789$343K0.3%N/A0.009%
9/4/2025 Osaic Holdings Inc.805,352$47.73M0.1%+2.8%1.321%
8/29/2025 Evolution Wealth Management Inc.750$44K0.1%N/A0.001%
8/29/2025 Centaurus Financial Inc.3,394$201K0.0%+25.9%0.006%
8/19/2025 B. Riley Wealth Advisors Inc.8,668$514K0.0%N/A0.014%
8/19/2025 Advisory Services Network LLC20,888$1.27M0.0%-1.0%0.034%
8/18/2025 Geneos Wealth Management Inc.247,068$14.64M0.4%+171.5%0.405%
8/15/2025 Equitable Holdings Inc.44,033$2.61M0.0%+27.3%0.072%
8/15/2025 Captrust Financial Advisors13,574$804K0.0%+123.5%0.022%
8/15/2025 Visionary Wealth Advisors14,433$855K0.0%-13.6%0.024%
8/15/2025 Snowden Capital Advisors LLC33,335$1.98M0.1%-10.6%0.055%
8/15/2025 Oxford Financial Group LTD. LLC19,763$1.17M0.1%-1.8%0.032%
8/15/2025 MML Investors Services LLC116,133$6.88M0.0%-10.8%0.191%
8/15/2025 Garden State Investment Advisory Services LLC33,312$1.97M0.5%-13.9%0.055%
8/15/2025 EP Wealth Advisors LLC1,800$107K0.0%-67.0%0.003%
8/15/2025 Benjamin Edwards Inc.18,831$1.12M0.0%+0.9%0.031%
8/15/2025 Bank of America Corp DE1,381,317$81.86M0.0%-10.5%2.266%
8/15/2025 Ameriprise Financial Inc.4,767$283K0.0%-69.3%0.008%
8/14/2025 Ausdal Financial Partners Inc.7,655$454K0.0%+3.3%0.013%
8/14/2025 Raymond James Financial Inc.2,363,710$140.07M0.0%-8.8%3.878%
8/14/2025 Quantinno Capital Management LP5,168$306K0.0%+15.0%0.008%
8/14/2025 NewEdge Advisors LLC843,902$50.01M0.3%-24.8%1.385%
8/14/2025 Qube Research & Technologies Ltd21,142$1.25M0.0%+16.4%0.035%
8/14/2025 Marshall Investment Management LLC37,278$2.21M10.5%-33.0%0.061%
8/13/2025 StoneX Group Inc.16,493$977K0.0%-1.6%0.027%
8/13/2025 Flow Traders U.S. LLC3,692$219K0.0%-54.1%0.006%
8/13/2025 Proactive Wealth Strategies LLC314,250$18.62M8.8%+1.5%0.516%
8/13/2025 Gateway Wealth Partners LLC23,596$1.40M0.3%-0.8%0.039%
8/13/2025 Baird Financial Group Inc.451,792$26.77M0.0%-1.6%0.741%
8/13/2025 WCG Wealth Advisors LLC22,869$1.36M0.1%+1.5%0.038%
8/13/2025 Smith Moore & CO.28,987$1.72M0.1%-6.6%0.048%
8/13/2025 Trustmark Bank Trust Department5,000$296K0.0%-3.4%0.008%
8/13/2025 Stablepoint Partners LLC53,642$3.18M0.5%+0.4%0.088%
8/13/2025 Level Four Advisory Services LLC15,673$929K0.0%+2.8%0.026%
8/13/2025 Northwestern Mutual Wealth Management Co.129,940$7.70M0.0%+1,587.1%0.213%
8/12/2025 J.W. Cole Advisors Inc.7,299$433K0.0%+3.8%0.012%
8/12/2025 Richmond Investment Services LLC39,146$2.32M0.5%+42.8%0.064%
8/12/2025 Financial Advocates Investment Management19,100$1.13M0.1%-13.8%0.031%
8/12/2025 Laurel Wealth Advisors LLC50,371$2.99M0.0%+5,826.0%0.083%
8/12/2025 Steward Partners Investment Advisory LLC255,951$15.17M0.1%-0.6%0.420%
8/12/2025 Global Retirement Partners LLC58,884$3.49M0.1%N/A0.097%
8/12/2025 MAI Capital Management1,895$112K0.0%+44.2%0.003%
8/12/2025 JPMorgan Chase & Co.74,778$4.43M0.0%-17.1%0.123%
8/11/2025 Western Wealth Management LLC21,429$1.27M0.1%-2.0%0.035%
8/8/2025 Rockefeller Capital Management L.P.363,800$21.56M0.1%-18.4%0.597%
8/8/2025 Kingsview Wealth Management LLC6,376$378K0.0%-15.7%0.010%
8/8/2025 Thoroughbred Financial Services LLC15,220$901K0.1%-22.1%0.025%
8/8/2025 WealthTrust Asset Management LLC4,324$256K0.2%-10.7%0.007%
8/8/2025 Cetera Investment Advisers541,755$32.10M0.1%+2.3%0.889%
8/8/2025 Fusion Capital LLC111,965$6.64M2.3%+3.2%0.184%
8/8/2025 Creative Planning65,858$3.90M0.0%-18.2%0.108%
8/8/2025 Good Life Advisors LLC84,713$5.02M0.3%-11.9%0.139%
8/8/2025 Petix & Botte Co30,350$1.80M0.4%+10.0%0.050%
8/7/2025 Allworth Financial LP17,755$1.05M0.0%+2.0%0.029%
8/6/2025 Prospera Financial Services Inc812,251$48.14M0.9%+2.7%1.333%
8/6/2025 Wedbush Securities Inc.32,534$1.93M0.1%-14.2%0.053%
8/6/2025 Bryn Mawr Trust Advisors LLC3,980$236K0.0%N/A0.007%
8/6/2025 Golden State Wealth Management LLC40,973$2.43M0.3%-5.7%0.067%
8/6/2025 Commonwealth Equity Services LLC2,853,870$169.12M0.2%+0.3%4.682%
8/6/2025 360 Financial Inc.6,270$372K0.1%-10.1%0.010%
8/5/2025 HFG Advisors Inc.142,594$8.45M6.7%-0.8%0.234%
8/5/2025 Claro Advisors LLC64,511$3.82M0.6%-15.7%0.106%
8/5/2025 Sigma Planning Corp45,104$2.67M0.1%-69.4%0.074%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors72,642$4.31M0.4%N/A0.119%
8/5/2025 Frederick Financial Consultants LLC182,392$10.81M6.7%+13.7%0.299%
8/5/2025 Atlas Private Wealth Advisors38,438$2.28M0.3%-13.9%0.063%
8/4/2025 Creative Financial Designs Inc. ADV24,821$1.47M0.1%-0.8%0.041%
8/4/2025 IFG Advisory LLC41,718$2.47M0.1%+2.1%0.068%
8/4/2025 Atria Investments Inc26,738$1.58M0.0%+26.0%0.044%
8/4/2025 Savvy Advisors Inc.6,697$397K0.0%N/A0.011%
8/4/2025 Assetmark Inc.6,633$393K0.0%+10.3%0.011%
8/4/2025 Spire Wealth Management8,417$499K0.0%-24.1%0.014%
8/4/2025 Hantz Financial Services Inc.2,674$158K0.0%N/A0.004%
8/4/2025 Arkadios Wealth Advisors44,068$2.61M0.1%+1.4%0.072%
8/4/2025 World Investment Advisors28,735$1.70M0.0%-1.4%0.047%
8/4/2025 Daymark Wealth Partners LLC54,270$3.22M0.1%-58.8%0.089%
8/4/2025 Waterfront Wealth Inc.31,424$1.86M0.4%+1.6%0.052%
8/1/2025 GGM Financials LLC5,674$336K0.1%N/A0.009%
8/1/2025 Advisory Alpha LLC15,583$923K0.0%-2.4%0.025%
8/1/2025 Ashton Thomas Private Wealth LLC160,780$9.53M0.3%-2.5%0.262%
8/1/2025 Envestnet Asset Management Inc.345,142$20.45M0.0%-4.3%0.563%
7/31/2025 Topsail Wealth Management LLC15,109$895K0.2%+22.2%0.025%
7/31/2025 West Michigan Advisors LLC7,213$427K0.1%-3.5%0.012%
7/30/2025 Insight Advisors LLC PA14,105$836K0.1%-2.6%0.023%
7/30/2025 Brookstone Capital Management3,738$222K0.0%N/A0.006%
7/30/2025 D.A. Davidson & CO.426,485$25.27M0.2%-1.8%0.696%
7/29/2025 Uhlmann Price Securities LLC3,389$201K0.1%-21.5%0.006%
7/29/2025 International Assets Investment Management LLC7,002$415K0.0%-8.8%0.011%
7/29/2025 Signature Estate & Investment Advisors LLC15,366$911K0.0%+15.4%0.025%
7/29/2025 Cottonwood Capital Advisors LLC37,193$2.20M1.5%-0.9%0.061%
7/29/2025 Koshinski Asset Management Inc.9,579$568K0.0%-9.1%0.016%
7/29/2025 Dale Q Rice Investment Management Ltd4,826$287K0.2%-50.0%0.008%
7/29/2025 Stratos Wealth Partners LTD.156,215$9.26M0.1%-1.8%0.255%
7/29/2025 Private Trust Co. NA1,926$114K0.0%+13.2%0.003%
7/28/2025 Cushing Capital Partners LLC49,424$2.93M2.5%+7.9%0.081%
7/28/2025 Mutual Advisors LLC48,061$2.95M0.1%+13.5%0.078%
7/28/2025 Lunt Capital Management Inc.40,490$2.40M0.9%+0.6%0.066%
7/28/2025 Harbour Investments Inc.26,298$1.56M0.0%-1.0%0.043%
7/28/2025 Kiker Wealth Management LLC23,055$1.37M0.8%+25.4%0.038%
(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, 346 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), LPL Financial LLC ($263.71M), Wells Fargo & Company MN ($241.84M), Commonwealth Equity Services LLC ($169.12M), Raymond James Financial Inc. ($140.07M), UBS Group AG ($106.75M), and Raymond James & Associates ($97.44M).Learn more on First Trust Dorsey Wright Focus 5 ETF's institutional investors.

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

Of the 277 institutional investors that purchased First Trust Dorsey Wright 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. ($2.66M), International Assets Investment Management LLC ($1.08M), Cetera Investment Advisers ($516.57K), Sar Wealth Management Group LLC ($514.02K), LPL Financial LLC ($447.56K), GAMMA Investing LLC ($407.23K), and Leigh Baldwin & CO. LLC ($358.55K).

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

Institutional investors have bought a total of 8,916,205 shares in the last 24 months. This purchase volume represents approximately $517.75M in transactions.

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

Of the 166 institutional investors that sold First Trust Dorsey Wright Focus 5 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($482.34K), Raymond James Financial Inc. ($299.00K), NewEdge Advisors LLC ($278.74K), MinichMacGregor Wealth Management LLC ($239.85K), Atwood & Palmer Inc. ($213.09K), Bank of America Corp DE ($161.21K), and Madrona Financial Services LLC ($128.66K).

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

Institutional investors have sold a total of 3,931,703 shares in the last 24 months. This volume of shares sold represents approximately $227.75M in transactions.


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This page (NASDAQ:FV) was last updated on 9/25/2025 by MarketBeat.com Staff
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