Free Trial
→ Gold is soaring. Here’s how to get paid from it (From Investors Alley) (Ad) Buy FV Stock  Free FV Stock Alerts

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

First Trust Dorsey Wright Focus 5 ETF logo
$58.05 +0.10 (+0.17%)
As of 06/12/2025 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV)

Number of
Institutional Buyers
(last 12 months)
191
Total
Institutional Inflows
(last 12 months)
$489.14M
Number of
Institutional Sellers
(last 12 months)
166
Total
Institutional Outflows
(last 12 months)
$204.66M
Get FV Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Dorsey Wright Focus 5 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FV Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.91,016$4.99M0.2%-2.3%0.146%
5/19/2025 Jane Street Group LLC29,687$1.63M0.0%+33.0%0.047%
5/19/2025 Advisory Alpha LLC15,968$876K0.0%-6.7%0.025%
5/16/2025 Signature Estate & Investment Advisors LLC13,314$730K0.0%-25.6%0.021%
5/16/2025 Everstar Asset Management LLC15,588$855K0.2%N/A0.025%
5/16/2025 Ashton Thomas Private Wealth LLC164,938$9.05M0.3%-2.7%0.262%
5/16/2025 Jones Financial Companies Lllp253,922$13.93M0.0%+616.0%0.403%
5/16/2025 NewEdge Advisors LLC1,122,643$61.59M0.4%+10.3%1.782%
5/16/2025 Integrated Wealth Concepts LLC181,583$9.96M0.1%-9.7%0.288%
5/16/2025 Clark Capital Management Group Inc.24,173$1.33M0.0%-7.9%0.038%
5/16/2025 AQR Capital Management LLC46,043$2.53M0.0%+85.2%0.073%
5/15/2025 EP Wealth Advisors LLC5,450$299K0.0%-41.2%0.009%
5/15/2025 Royal Bank of Canada1,017,715$55.83M0.0%-7.3%1.615%
5/15/2025 Baird Financial Group Inc.459,169$25.19M0.0%-7.4%0.729%
5/14/2025 WCG Wealth Advisors LLC22,541$1.24M0.1%+16.6%0.036%
5/14/2025 Comerica Bank74,948$4.11M0.0%-0.4%0.119%
5/14/2025 Synovus Financial Corp17,696$971K0.0%-3.6%0.028%
5/14/2025 Kestra Advisory Services LLC69,440$3.81M0.0%-22.5%0.110%
5/14/2025 CW Advisors LLC8,434$463K0.0%+2.4%0.013%
5/14/2025 Summit Financial LLC7,948$436K0.0%+4.5%0.013%
5/14/2025 Flow Traders U.S. LLC8,036$441K0.0%N/A0.013%
5/14/2025 Petix & Botte Co27,583$1.51M0.4%+33.2%0.044%
5/13/2025 Steward Partners Investment Advisory LLC257,577$14.13M0.1%+0.8%0.409%
5/13/2025 Raymond James Financial Inc.2,592,735$142.24M0.1%-2.6%4.115%
5/13/2025 HighTower Advisors LLC185,708$10.19M0.0%-1.7%0.295%
5/12/2025 Benjamin Edwards Inc.18,654$1.02M0.0%-3.2%0.030%
5/12/2025 Townsquare Capital LLC4,896$269K0.0%-12.7%0.008%
5/12/2025 Founders Financial Alliance LLC6,402$351K0.1%+6.5%0.010%
5/12/2025 Citigroup Inc.119,276$6.54M0.0%+3.1%0.189%
5/9/2025 MGB Wealth Management LLC8,575$470K0.2%-2.7%0.014%
5/9/2025 West Michigan Advisors LLC7,474$410K0.1%-9.1%0.012%
5/9/2025 Atria Wealth Solutions Inc.28,588$1.57M0.0%+3.2%0.045%
5/9/2025 Thoroughbred Financial Services LLC19,527$1.07M0.1%+97.8%0.031%
5/9/2025 Commonwealth Equity Services LLC2,845,827$156.12M0.2%-0.1%4.517%
5/9/2025 Blair William & Co. IL1,910$105K0.0%-22.3%0.003%
5/9/2025 PNC Financial Services Group Inc.14,318$785K0.0%-8.7%0.023%
5/8/2025 IFG Advisory LLC40,874$2.24M0.1%+2.3%0.065%
5/8/2025 SPC Financial Inc.122,376$6.71M0.6%+5.6%0.194%
5/8/2025 Moors & Cabot Inc.3,893$214K0.0%-11.4%0.006%
5/8/2025 US Bancorp DE22,826$1.26M0.0%-3.3%0.036%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
5/8/2025 Harbour Investments Inc.26,576$1.46M0.0%-3.3%0.042%
5/8/2025 MGO One Seven LLC169,972$9.33M0.4%-4.7%0.270%
5/8/2025 Sound View Wealth Advisors Group LLC3,699$203K0.0%-45.3%0.006%
5/8/2025 Private Advisory Group LLC27,229$1.49M0.2%-1.7%0.043%
5/8/2025 Natixis Advisors LLC13,048$716K0.0%-27.2%0.021%
5/8/2025 Marshall Investment Management LLC55,604$3.05M1.9%-39.9%0.088%
5/8/2025 Geneos Wealth Management Inc.237,013$13.00M0.3%+154.5%0.376%
5/7/2025 Brio Consultants LLC163,364$8.96M3.3%N/A0.259%
5/7/2025 First Heartland Consultants Inc.59,762$3.28M0.3%+4.2%0.095%
5/6/2025 Cetera Investment Advisers529,761$29.06M0.1%+1.1%0.841%
5/6/2025 Avantax Advisory Services Inc.19,428$1.07M0.0%-6.1%0.031%
5/6/2025 AE Wealth Management LLC11,939$655K0.0%-2.5%0.019%
5/5/2025 Lunt Capital Management Inc.40,248$2.21M0.8%+5.7%0.064%
5/5/2025 IFP Advisors Inc97,884$5.37M0.2%-10.8%0.155%
5/5/2025 Kestra Private Wealth Services LLC42,191$2.32M0.0%-4.4%0.067%
5/5/2025 SNS Financial Group LLC8,358$459K0.0%-24.4%0.013%
5/5/2025 Formidable Asset Management LLC5,283$290K0.0%-8.6%0.008%
5/5/2025 Private 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%
5/2/2025 Kingsview Wealth Management LLC7,560$415K0.0%-13.2%0.012%
5/2/2025 Frederick Financial Consultants LLC160,439$8.80M6.4%N/A0.254%
5/2/2025 Apollon Wealth Management LLC78,451$4.30M0.1%+0.9%0.124%
5/2/2025 Sigma Planning Corp147,605$8.10M0.3%+6.7%0.234%
5/1/2025 CWM LLC275,833$15.13M0.1%-2.4%0.437%
5/1/2025 Stephens Inc. AR16,045$880K0.0%-2.2%0.025%
5/1/2025 SkyOak Wealth LLC112,252$6.16M1.3%-2.3%0.178%
5/1/2025 Quest 10 Wealth Builders Inc.1,350$74K0.1%+82.2%0.002%
5/1/2025 Gateway 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%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
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%
(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, 341 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 FV's institutional investors.

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

Of the 269 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 ($1.25M), 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 14,521,110 shares in the last 24 months. This purchase volume represents approximately $788.92M in transactions.

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

Of the 218 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 ($398.96K), One Capital Management LLC ($386.41K), 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 9,002,039 shares in the last 24 months. This volume of shares sold represents approximately $467.57M in transactions.


Related Companies

This page (NASDAQ:FV) was last updated on 6/13/2025 by MarketBeat.com Staff
From Our Partners
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
An AI run of epic proportions is only getting started
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
Why Elon put $51 million into this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
I just uncovered a strategy that could pay out up to $7,013 every month—without needing a traditional dividend...
Investors Alley | Sponsored
Silicon Valley Gold Rush
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Trump’s true trade war strategy
The media and financial pundits are all misreading Trump’s actions. They think Trump wants to make Canada t...
Porter & Company | Sponsored