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

First Trust Dorsey Wright Focus 5 ETF logo
$61.12 +0.18 (+0.29%)
As of 12:26 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)
194
Total
Institutional Inflows
(last 12 months)
$511.12M
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$185.93M
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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
8/13/2025Northwestern Mutual Wealth Management Co.129,940$7.70M0.0%+1,587.1%0.213%
8/12/2025J.W. Cole Advisors Inc.7,299$433K0.0%+3.8%0.012%
8/12/2025Richmond Investment Services LLC39,146$2.32M0.5%+42.8%0.064%
8/12/2025Financial Advocates Investment Management19,100$1.13M0.1%-13.8%0.031%
8/12/2025Laurel Wealth Advisors LLC50,371$2.99M0.0%+5,826.0%0.083%
8/12/2025Steward Partners Investment Advisory LLC255,951$15.17M0.1%-0.6%0.420%
8/12/2025Global Retirement Partners LLC58,884$3.49M0.1%N/A0.097%
8/12/2025MAI Capital Management1,895$112K0.0%+44.2%0.003%
8/12/2025JPMorgan 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%
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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%
7/28/2025 RFG Advisory LLC20,308$1.20M0.0%-10.9%0.033%
7/28/2025 Axxcess Wealth Management LLC27,837$1.65M0.0%+63.3%0.045%
7/25/2025 Atria Wealth Solutions Inc.23,417$1.39M0.0%-18.1%0.038%
7/25/2025 Envestnet Portfolio Solutions Inc.27,721$1.64M0.0%-10.4%0.045%
7/25/2025 MGO One Seven LLC159,501$9.45M0.3%-6.2%0.260%
7/25/2025 SPC Financial Inc.133,454$7.91M0.7%+9.1%0.218%
7/25/2025 CWM LLC281,155$16.66M0.1%+1.9%0.459%
7/25/2025 Muirfield Wealth Advisors LLC51,598$3.06M2.4%+4.6%0.084%
7/25/2025 Concurrent Investment Advisors LLC576,838$34.18M0.7%+0.4%0.941%
7/25/2025 Apollon Wealth Management LLC77,991$4.62M0.1%-0.6%0.127%
7/24/2025 Cascade Investment Group Inc.17,175$1.02M0.7%-2.0%0.028%
7/24/2025 IFP Advisors Inc99,050$5.87M0.2%+1.2%0.162%
7/24/2025 US Bancorp DE25,175$1.50M0.0%+10.3%0.041%
7/23/2025 Morey & Quinn Wealth Partners LLC51,578$3.06M2.4%-1.7%0.084%
7/23/2025 Clear Creek Financial Management LLC14,590$865K0.1%-2.1%0.024%
7/23/2025 GGM Financials LLC5,674$336K0.1%N/A0.009%
7/23/2025 Valmark Advisers Inc.95,203$5.64M0.1%+0.8%0.155%
7/23/2025 NBT Bank N A NY22,385$1.33M0.1%-4.9%0.037%
7/23/2025 Trueblood Wealth Management LLC22,763$1.35M0.6%+10.0%0.037%
7/22/2025 Global Assets Advisory LLC17,360$1.03M0.4%+125.5%0.028%
7/22/2025 Ergawealth Advisors Inc.3,759$223K0.1%N/A0.006%
7/22/2025 Strid Group LLC226,904$13.45M1.9%-0.6%0.370%
7/22/2025 Accel Wealth Management34,357$2.04M0.7%-6.9%0.056%
7/21/2025 Creative Capital Management Investments LLC2,846$169K0.1%+97.4%0.005%
7/21/2025 Montz Harcus Wealth Management LLC11,074$656K0.3%+8.0%0.018%
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7/21/2025 Ameritas Advisory Services LLC12,709$753K0.0%-53.2%0.021%
7/18/2025 Madrona Financial Services LLC389,600$23.09M5.5%+1.7%0.636%
7/18/2025 PFG Investments LLC124,836$7.40M0.4%+0.8%0.204%
7/18/2025 Truist Financial Corp105,486$6.25M0.0%-1.7%0.172%
7/17/2025 Janney Montgomery Scott LLC488,470$28.95M0.1%-1.8%0.797%
7/16/2025 Independent Wealth Network Inc.5,082$301K0.1%+17.6%0.008%
7/16/2025 ORG Partners LLC140,173$8.34M1.8%-15.1%0.229%
7/16/2025 MinichMacGregor Wealth Management LLC15,130$897K0.2%-15.9%0.025%
7/16/2025 Novem Group5,996$355K0.0%-5.6%0.010%
7/16/2025 CX Institutional607$36K0.0%N/A0.001%
(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, 340 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. ($142.24M), UBS Group AG ($106.75M), and Bank of America Corp DE ($98.88M).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 273 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 8,808,034 shares in the last 24 months. This purchase volume represents approximately $511.12M in transactions.

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

Of the 161 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), MinichMacGregor Wealth Management LLC ($239.85K), Atwood & Palmer Inc. ($213.09K), Madrona Financial Services LLC ($128.66K), Private Advisor Group LLC ($115.26K), Secure Asset Management LLC ($114.23K), and Sigma Planning Corp ($102.50K).

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

Institutional investors have sold a total of 3,227,974 shares in the last 24 months. This volume of shares sold represents approximately $185.93M in transactions.


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This page (NASDAQ:FV) was last updated on 8/13/2025 by MarketBeat.com Staff
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