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

First Trust Dorsey Wright Focus 5 ETF logo
$55.24 +0.83 (+1.52%)
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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)
187
Total
Institutional Inflows
(last 12 months)
$467.57M
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$201.56M
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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
5/2/2025Apollon Wealth Management LLC78,451$4.30M0.1%+0.9%0.124%
5/2/2025Sigma Planning Corp147,605$8.10M0.3%+6.7%0.234%
5/1/2025CWM LLC275,833$15.13M0.1%-2.4%0.437%
5/1/2025Stephens Inc. AR16,045$880K0.0%-2.2%0.025%
5/1/2025SkyOak Wealth LLC112,252$6.16M1.3%-2.3%0.178%
5/1/2025Quest 10 Wealth Builders Inc.1,350$74K0.1%+82.2%0.002%
5/1/2025Gateway Wealth Partners LLC23,778$1.30M0.3%N/A0.038%
4/30/2025 Allworth Financial LP17,408$935K0.0%-2.8%0.028%
4/30/2025 Topsail Wealth Management LLC12,367$678K0.1%+4.3%0.020%
4/30/2025 Axxcess Wealth Management LLC17,045$935K0.0%+195.7%0.027%
4/30/2025 TradeWell Securities LLC.85,920$4.71M2.6%-4.9%0.136%
4/30/2025 Stratos Wealth Partners LTD.159,109$8.73M0.1%-6.5%0.252%
4/29/2025 Brass Tax Wealth Management Inc.68,303$3.75M0.8%+2.9%0.108%
4/29/2025 Envestnet Asset Management Inc.360,549$19.78M0.0%+2.0%0.571%
4/29/2025 Concurrent Investment Advisors LLC574,602$31.52M0.8%+1.3%0.911%
4/29/2025 World Investment Advisors29,130$1.60M0.0%-1.9%0.046%
4/29/2025 Olde Wealth Management LLC800$43K0.0%N/A0.001%
4/29/2025 Capital Investment Advisory Services LLC13,907$763K0.1%-2.2%0.022%
4/29/2025 OneDigital Investment Advisors LLC20,381$1.12M0.0%-41.8%0.032%
4/29/2025 Silver Oak Securities Incorporated22,475$1.23M0.1%+8.6%0.036%
4/28/2025 TKG Advisors LLC64,306$3.53M1.7%+0.7%0.102%
4/28/2025 D.A. Davidson & CO.434,478$23.84M0.2%-1.3%0.689%
4/28/2025 Mutual Advisors LLC42,360$2.28M0.1%+6.5%0.067%
4/28/2025 DAVENPORT & Co LLC22,061$1.21M0.0%+0.9%0.035%
4/28/2025 Clear Creek Financial Management LLC14,910$818K0.1%-1.9%0.024%
4/25/2025 Koshinski Asset Management Inc.10,534$578K0.0%+4.8%0.017%
4/25/2025 G&S Capital LLC46,325$2.54M1.1%+2.8%0.073%
4/25/2025 MorganRosel Wealth Management LLC507$28K0.0%N/A0.001%
4/25/2025 Ameritas Advisory Services LLC27,130$1.59M0.1%-3.3%0.043%
4/25/2025 Strid Group LLC228,192$12.52M1.9%-1.8%0.362%
4/25/2025 Colonial River Investments LLC15,974$876K0.5%N/A0.025%
4/24/2025 Golden State Wealth Management LLC43,433$2.38M0.4%-1.1%0.069%
4/24/2025 Sunbelt Securities Inc.1,664$91K0.0%-30.5%0.003%
4/23/2025 Virtus Wealth Solutions LLC5,544$304K0.1%+27.5%0.009%
4/23/2025 Cottonwood Capital Advisors LLC37,517$2.06M1.5%-3.0%0.059%
4/23/2025 Madrona Financial Services LLC383,167$21.02M5.8%-21.9%0.604%
4/23/2025 Western Wealth Management LLC21,875$1.20M0.1%-1.2%0.035%
4/23/2025 Creative Financial Designs Inc. ADV25,011$1.37M0.1%-15.4%0.039%
4/23/2025 Golden State Wealth Management LLC86,866$4.77M0.3%+97.8%0.137%
4/23/2025 Spire Wealth Management11,088$608K0.0%-8.9%0.017%
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4/23/2025 Daymark Wealth Partners LLC131,765$7.23M0.3%+3.5%0.208%
4/23/2025 Global Assets Advisory LLC7,698$402K0.1%N/A0.012%
4/23/2025 International Assets Investment Management LLC7,675$421K0.0%-51.7%0.012%
4/23/2025 Proactive Wealth Strategies LLC309,595$16.98M9.1%+3.8%0.488%
4/23/2025 Valmark Advisers Inc.94,417$5.18M0.1%+7.2%0.149%
4/23/2025 Oppenheimer & Co. Inc.23,384$1.28M0.0%-6.8%0.037%
4/22/2025 Cambridge Investment Research Advisors Inc.515,765$28.30M0.1%-8.4%0.814%
4/22/2025 MinichMacGregor Wealth Management LLC17,995$987K0.2%-92.0%0.028%
4/22/2025 PFG Investments LLC123,818$6.79M0.4%+2.5%0.195%
4/22/2025 Carr Financial Group Corp25,043$1.37M0.5%-31.2%0.040%
4/21/2025 L.M. Kohn & Company14,044$770K0.2%-5.3%0.022%
4/21/2025 ORG Partners LLC165,023$9.09M2.2%-11.3%0.260%
4/21/2025 Silver Oak Securities Incorporated344,967$19.12M1.7%+1,567.2%0.544%
4/21/2025 Envestnet Portfolio Solutions Inc.30,944$1.70M0.0%+13.1%0.049%
4/21/2025 HFG Advisors Inc.143,807$7.89M6.7%-0.7%0.227%
4/18/2025 Cushing Capital Partners LLC45,796$2.51M2.3%-3.9%0.072%
4/18/2025 DHJJ Financial Advisors Ltd.11,698$642K0.3%-4.5%0.018%
4/17/2025 NBT Bank N A NY23,533$1.29M0.1%-3.9%0.037%
4/17/2025 Janney Montgomery Scott LLC497,334$27.28M0.1%-3.1%0.786%
4/17/2025 Good Life Advisors LLC96,202$5.28M0.4%-17.9%0.152%
4/17/2025 Atlas Private Wealth Advisors44,624$2.45M0.3%-2.5%0.071%
4/17/2025 Morey & Quinn Wealth Partners LLC52,492$2.88M2.4%+2.0%0.083%
4/16/2025 Wealth Enhancement Advisory Services LLC113,918$6.25M0.0%-5.1%0.180%
4/16/2025 Ballew Advisors Inc18,770$973K0.6%-2.1%0.030%
4/15/2025 Trueblood Wealth Management LLC20,694$1.14M0.5%+39.3%0.033%
4/15/2025 Atwood & Palmer Inc.95,049$5.21M0.4%-29.0%0.150%
4/14/2025 Muirfield Wealth Advisors LLC49,344$2.71M2.3%-3.3%0.078%
4/14/2025 Farther Finance Advisors LLC133,128$7.34M0.2%+2,333.3%0.210%
4/14/2025 Daymark Wealth Partners LLC131,765$7.23M0.2%+3.5%0.208%
4/14/2025 First Citizens Bank & Trust Co.10,700$587K0.0%-3.3%0.017%
4/11/2025 Sard Wealth Management Group LLC455,580$24.99M16.8%+1.3%0.719%
4/11/2025 Stablepoint Partners LLC53,445$2.93M0.5%+1.8%0.084%
4/11/2025 Insight Advisors LLC PA14,477$794K0.1%-7.3%0.023%
4/11/2025 Affinity Wealth Management LLC130,868$7.18M1.3%+0.2%0.206%
4/10/2025 Secure Asset Management LLC62,170$3.41M0.7%-59.1%0.098%
4/10/2025 Accel Wealth Management36,891$2.02M0.7%+0.6%0.058%
4/9/2025 RFG Advisory LLC22,805$1.25M0.0%+5.1%0.036%
4/9/2025 Quad Cities Investment Group LLC15,821$868K0.4%+3.5%0.025%
4/9/2025 NBC Securities Inc.4,343$238K0.0%+108,475.0%0.007%
4/8/2025 Advisory Alpha LLC15,968$876K0.1%-6.7%0.025%
4/7/2025 GAMMA Investing LLC407,226$22.34M0.0%+5,386.0%0.642%
3/17/2025 Wealth Enhancement Advisory Services LLC120,094$7.09M0.0%+236.6%0.186%
2/28/2025Park Square Financial Group LLC477$28K0.0%N/A0.001%
2/26/2025 Advisor Resource Council5,888$348K0.2%N/A0.009%
2/25/2025Leigh Baldwin & CO. LLC5,970$353K0.2%N/A0.009%
2/24/2025Ameriflex Group Inc.3,779$235K0.1%N/A0.006%
2/19/2025Richmond Investment Services LLC28,162$1.66M0.9%N/A0.044%
2/19/2025WCG Wealth Advisors LLC19,332$1.14M0.1%+10.7%0.030%
2/18/2025 Sunbelt Securities Inc.2,395$142K0.0%-11.0%0.004%
2/18/2025Novak & Powell Financial Services Inc.14,147$836K0.5%-4.3%0.022%
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2/18/2025 Novem Group6,528$386K0.1%N/A0.010%
2/18/2025First Heartland Consultants Inc.57,358$3.39M0.3%+5.4%0.089%
2/17/2025Visionary Wealth Advisors16,703$986K0.1%-4.6%0.026%
2/17/2025Trace Wealth Advisors LLC3,750$221K0.2%N/A0.006%
2/17/2025Royal Bank of Canada1,097,554$64.82M0.0%-1.2%1.703%
2/17/2025Napa Wealth Management9,585$566K0.2%N/A0.015%
2/17/2025Leigh Baldwin & CO. LLC352,582$20.82M0.1%N/A0.547%
2/17/2025Clark Capital Management Group Inc.26,257$1.55M0.0%+18.9%0.041%
2/17/2025EP Wealth Advisors LLC9,271$548K0.0%N/A0.014%
2/17/2025 Cambridge Investment Research Advisors Inc.563,225$33.26M0.1%+18.6%0.874%
(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, 343 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 ($168.29M), Raymond James Financial Inc. ($157.26M), UBS Group AG ($106.75M), and Bank of America Corp DE ($98.88M).Learn more on FV's institutional investors.

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

Of the 273 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: Raymond James Financial Inc. ($2.66M), LPL Financial LLC ($1.49M), International Assets Investment Management LLC ($1.08M), Prospera Financial Services Inc ($728.88K), Cetera Investment Advisers ($533.75K), Sar Wealth Management Group LLC ($514.02K), and Cambridge Investment Research Advisors Inc. ($497.46K).

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

Institutional investors have bought a total of 15,625,649 shares in the last 24 months. This purchase volume represents approximately $919.87M in transactions.

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

Of the 213 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: Morgan Stanley ($1.00M), Raymond James Financial Services Advisors Inc. ($838.41K), Wells Fargo & Company MN ($552.45K), International Assets Investment Management LLC ($486.15K), Commonwealth Equity Services LLC ($395.37K), One Capital Management LLC ($394.99K), and Osaic Holdings Inc. ($335.60K).

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

Institutional investors have sold a total of 8,925,642 shares in the last 24 months. This volume of shares sold represents approximately $472.74M in transactions.


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This page (NASDAQ:FV) was last updated on 5/2/2025 by MarketBeat.com Staff
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