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

First Trust Dorsey Wright Focus 5 ETF logo
$61.11 +0.35 (+0.58%)
Closing price 07/23/2025 04:00 PM Eastern
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$61.11 0.00 (0.00%)
As of 07/23/2025 04:10 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)
190
Total
Institutional Inflows
(last 12 months)
$490.35M
Number of
Institutional Sellers
(last 12 months)
160
Total
Institutional Outflows
(last 12 months)
$192.81M
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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
7/23/2025Morey & Quinn Wealth Partners LLC51,578$3.06M2.4%-1.7%0.084%
7/23/2025Clear Creek Financial Management LLC14,590$865K0.1%-2.1%0.024%
7/23/2025GGM Financials LLC5,674$336K0.1%N/A0.009%
7/23/2025Valmark Advisers Inc.95,203$5.64M0.1%+0.8%0.155%
7/23/2025NBT Bank N A NY22,385$1.33M0.1%-4.9%0.037%
7/23/2025Trueblood 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%
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%
7/15/2025 Retirement Guys Formula LLC34,920$2.07M0.8%+4.5%0.057%
7/15/2025 Affinity Wealth Management LLC123,462$7.32M1.2%-5.7%0.201%
7/15/2025 Carr Financial Group Corp11,543$684K0.2%-53.9%0.019%
7/14/2025 Armstrong Advisory Group Inc.2,378$141K0.0%-20.0%0.004%
7/11/2025 Quad Cities Investment Group LLC15,634$926K0.4%-1.2%0.025%
7/11/2025 Farther Finance Advisors LLC126,483$7.50M0.1%-5.0%0.205%
7/11/2025 CX Institutional607$36K0.0%N/A0.001%
7/11/2025 Kaydan Wealth Management Inc.7,183$426K0.1%-4.5%0.012%
7/11/2025 Kingstone Capital Partners Texas LLC72,000$4.03M0.0%N/A0.117%
7/9/2025 Sard Wealth Management Group LLC460,591$27.30M16.8%+1.1%0.746%
7/8/2025 Atwood & Palmer Inc.94,269$5.59M0.3%-0.8%0.153%
7/8/2025 Ballew Advisors Inc19,210$1.15M0.7%+2.3%0.031%
7/7/2025 Capital Asset Advisory Services LLC5,030$299K0.0%-8.5%0.008%
5/21/2025Geneos Wealth Management Inc.91,016$4.99M0.2%-2.3%0.146%
5/19/2025Jane Street Group LLC29,687$1.63M0.0%+33.0%0.047%
5/19/2025Advisory Alpha LLC15,968$876K0.0%-6.7%0.025%
5/16/2025Signature Estate & Investment Advisors LLC13,314$730K0.0%-25.6%0.021%
5/16/2025Everstar Asset Management LLC15,588$855K0.2%N/A0.025%
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5/16/2025Ashton Thomas Private Wealth LLC164,938$9.05M0.3%-2.7%0.262%
5/16/2025Jones Financial Companies Lllp253,922$13.93M0.0%+616.0%0.403%
5/16/2025NewEdge Advisors LLC1,122,643$61.59M0.4%+10.3%1.782%
5/16/2025Integrated Wealth Concepts LLC181,583$9.96M0.1%-9.7%0.288%
5/16/2025Clark Capital Management Group Inc.24,173$1.33M0.0%-7.9%0.038%
5/16/2025AQR Capital Management LLC46,043$2.53M0.0%+85.2%0.073%
5/15/2025EP Wealth Advisors LLC5,450$299K0.0%-41.2%0.009%
5/15/2025Royal Bank of Canada1,017,715$55.83M0.0%-7.3%1.615%
5/15/2025Baird Financial Group Inc.459,169$25.19M0.0%-7.4%0.729%
5/14/2025WCG Wealth Advisors LLC22,541$1.24M0.1%+16.6%0.036%
5/14/2025Comerica Bank74,948$4.11M0.0%-0.4%0.119%
5/14/2025Synovus Financial Corp17,696$971K0.0%-3.6%0.028%
5/14/2025Kestra Advisory Services LLC69,440$3.81M0.0%-22.5%0.110%
5/14/2025CW Advisors LLC8,434$463K0.0%+2.4%0.013%
5/14/2025Summit Financial LLC7,948$436K0.0%+4.5%0.013%
5/14/2025Flow Traders U.S. LLC8,036$441K0.0%N/A0.013%
5/14/2025Petix & Botte Co27,583$1.51M0.4%+33.2%0.044%
5/13/2025Steward Partners Investment Advisory LLC257,577$14.13M0.1%+0.8%0.409%
5/13/2025Raymond James Financial Inc.2,592,735$142.24M0.1%-2.6%4.115%
5/13/2025HighTower Advisors LLC185,708$10.19M0.0%-1.7%0.295%
5/12/2025Benjamin Edwards Inc.18,654$1.02M0.0%-3.2%0.030%
5/12/2025Townsquare Capital LLC4,896$269K0.0%-12.7%0.008%
5/12/2025Founders Financial Alliance LLC6,402$351K0.1%+6.5%0.010%
5/12/2025Citigroup Inc.119,276$6.54M0.0%+3.1%0.189%
5/9/2025MGB Wealth Management LLC8,575$470K0.2%-2.7%0.014%
5/9/2025West Michigan Advisors LLC7,474$410K0.1%-9.1%0.012%
5/9/2025Atria Wealth Solutions Inc.28,588$1.57M0.0%+3.2%0.045%
5/9/2025Thoroughbred Financial Services LLC19,527$1.07M0.1%+97.8%0.031%
5/9/2025Commonwealth Equity Services LLC2,845,827$156.12M0.2%-0.1%4.517%
5/9/2025Blair William & Co. IL1,910$105K0.0%-22.3%0.003%
5/9/2025PNC Financial Services Group Inc.14,318$785K0.0%-8.7%0.023%
5/8/2025IFG Advisory LLC40,874$2.24M0.1%+2.3%0.065%
5/8/2025SPC Financial Inc.122,376$6.71M0.6%+5.6%0.194%
5/8/2025Moors & Cabot Inc.3,893$214K0.0%-11.4%0.006%
5/8/2025US Bancorp DE22,826$1.26M0.0%-3.3%0.036%
5/8/2025Harbour Investments Inc.26,576$1.46M0.0%-3.3%0.042%
5/8/2025MGO One Seven LLC169,972$9.33M0.4%-4.7%0.270%
5/8/2025Sound View Wealth Advisors Group LLC3,699$203K0.0%-45.3%0.006%
5/8/2025Private Advisory Group LLC27,229$1.49M0.2%-1.7%0.043%
5/8/2025Natixis Advisors LLC13,048$716K0.0%-27.2%0.021%
5/8/2025Marshall Investment Management LLC55,604$3.05M1.9%-39.9%0.088%
5/8/2025Geneos Wealth Management Inc.237,013$13.00M0.3%+154.5%0.376%
5/7/2025Brio Consultants LLC163,364$8.96M3.3%N/A0.259%
5/7/2025First Heartland Consultants Inc.59,762$3.28M0.3%+4.2%0.095%
5/6/2025Cetera Investment Advisers529,761$29.06M0.1%+1.1%0.841%
5/6/2025Avantax Advisory Services Inc.19,428$1.07M0.0%-6.1%0.031%
5/6/2025AE Wealth Management LLC11,939$655K0.0%-2.5%0.019%
5/5/2025Lunt Capital Management Inc.40,248$2.21M0.8%+5.7%0.064%
5/5/2025IFP Advisors Inc97,884$5.37M0.2%-10.8%0.155%
5/5/2025Kestra Private Wealth Services LLC42,191$2.32M0.0%-4.4%0.067%
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5/5/2025SNS Financial Group LLC8,358$459K0.0%-24.4%0.013%
5/5/2025 Formidable Asset Management LLC5,283$290K0.0%-8.6%0.008%
5/5/2025Private Advisor Group LLC185,625$10.18M0.1%-4.9%0.295%
5/2/2025 Independent Wealth Network Inc.4,323$237K0.1%-5.0%0.007%
5/2/2025Kingsview Wealth Management LLC7,560$415K0.0%-13.2%0.012%
5/2/2025Frederick Financial Consultants LLC160,439$8.80M6.4%N/A0.254%
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%
(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, 342 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 ($156.12M), 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 272 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), LPL Financial LLC ($1.25M), International Assets Investment Management LLC ($1.08M), Prospera Financial Services Inc ($728.88K), Cetera Investment Advisers ($539.75K), Sar Wealth Management Group LLC ($514.02K), and GAMMA Investing LLC ($407.23K).

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

Institutional investors have bought a total of 8,461,764 shares in the last 24 months. This purchase volume represents approximately $490.35M in transactions.

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

Of the 160 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 ($481.67K), One Capital Management LLC ($386.41K), MinichMacGregor Wealth Management LLC ($239.85K), Atwood & Palmer Inc. ($213.09K), Cambridge Investment Research Advisors Inc. ($140.22K), Madrona Financial Services LLC ($128.66K), and Private Advisor Group LLC ($125.04K).

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

Institutional investors have sold a total of 3,362,242 shares in the last 24 months. This volume of shares sold represents approximately $192.81M in transactions.


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This page (NASDAQ:FV) was last updated on 7/24/2025 by MarketBeat.com Staff
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