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

First Trust Dorsey Wright Focus 5 ETF logo
$61.24 -0.82 (-1.32%)
As of 03:04 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)
198
Total
Institutional Inflows
(last 12 months)
$513.03M
Number of
Institutional Sellers
(last 12 months)
166
Total
Institutional Outflows
(last 12 months)
$219.88M
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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
10/16/2025 HBK Sorce Advisory LLC3,394$211K0.0%N/A0.006%
10/16/2025Quad Cities Investment Group LLC14,524$899K0.4%-7.1%0.024%
10/15/2025CWM LLC276,169$17.10M0.1%-1.8%0.460%
10/15/2025Strid Group LLC228,693$14.16M1.8%+0.8%0.381%
10/15/2025World Investment Advisors22,961$1.42M0.0%-20.1%0.038%
10/15/2025Brookstone Capital Management3,988$247K0.0%+6.7%0.007%
10/15/2025Atwood & Palmer Inc.93,574$5.79M0.3%-0.7%0.156%
10/15/2025Private Trust Co. NA2,167$134K0.0%+12.5%0.004%
10/15/2025DAVENPORT & Co LLC22,306$1.38M0.0%+1.4%0.037%
10/14/2025 Farther Finance Advisors LLC96,598$5.98M0.1%-23.6%0.161%
10/14/2025 HBK Sorce Advisory LLC4,541$284K0.0%N/A0.008%
10/10/2025 Focus Financial Network Inc.4,439$275K0.0%-10.3%0.007%
10/9/2025 TradeWell Securities LLC.64,275$3.97M1.7%-5.1%0.107%
10/9/2025 Secure Asset Management LLC47,907$2.96M0.5%-22.9%0.080%
10/8/2025 Carr Financial Group Corp10,289$637K0.2%-10.9%0.017%
10/8/2025 Accel Wealth Management28,830$1.79M0.5%-16.1%0.048%
10/7/2025 ST Germain D J Co. Inc.907$56K0.0%N/A0.002%
9/25/2025 TradeWell Securities LLC.67,721$4.01M1.9%-21.2%0.111%
9/11/2025Milestones Private Investment Advisors LLC5,789$343K0.3%N/A0.009%
9/4/2025Osaic Holdings Inc.805,352$47.73M0.1%+2.8%1.321%
8/29/2025Evolution Wealth Management Inc.750$44K0.1%N/A0.001%
8/29/2025Centaurus Financial Inc.3,394$201K0.0%+25.9%0.006%
8/19/2025B. Riley Wealth Advisors Inc.8,668$514K0.0%N/A0.014%
8/19/2025Advisory Services Network LLC20,888$1.27M0.0%-1.0%0.034%
8/18/2025Geneos Wealth Management Inc.247,068$14.64M0.4%+171.5%0.405%
8/15/2025Equitable Holdings Inc.44,033$2.61M0.0%+27.3%0.072%
8/15/2025Captrust Financial Advisors13,574$804K0.0%+123.5%0.022%
8/15/2025Visionary Wealth Advisors14,433$855K0.0%-13.6%0.024%
8/15/2025Snowden Capital Advisors LLC33,335$1.98M0.1%-10.6%0.055%
8/15/2025Oxford Financial Group LTD. LLC19,763$1.17M0.1%-1.8%0.032%
8/15/2025MML Investors Services LLC116,133$6.88M0.0%-10.8%0.191%
8/15/2025Garden State Investment Advisory Services LLC33,312$1.97M0.5%-13.9%0.055%
8/15/2025EP Wealth Advisors LLC1,800$107K0.0%-67.0%0.003%
8/15/2025Benjamin Edwards Inc.18,831$1.12M0.0%+0.9%0.031%
8/15/2025Bank of America Corp DE1,381,317$81.86M0.0%-10.5%2.266%
8/15/2025Ameriprise Financial Inc.4,767$283K0.0%-69.3%0.008%
8/14/2025Ausdal Financial Partners Inc.7,655$454K0.0%+3.3%0.013%
8/14/2025Raymond James Financial Inc.2,363,710$140.07M0.0%-8.8%3.878%
8/14/2025Quantinno Capital Management LP5,168$306K0.0%+15.0%0.008%
8/14/2025NewEdge Advisors LLC843,902$50.01M0.3%-24.8%1.385%
8/14/2025Qube Research & Technologies Ltd21,142$1.25M0.0%+16.4%0.035%
8/14/2025Marshall Investment Management LLC37,278$2.21M10.5%-33.0%0.061%
8/13/2025StoneX Group Inc.16,493$977K0.0%-1.6%0.027%
8/13/2025Flow Traders U.S. LLC3,692$219K0.0%-54.1%0.006%
8/13/2025Proactive Wealth Strategies LLC314,250$18.62M8.8%+1.5%0.516%
8/13/2025Gateway Wealth Partners LLC23,596$1.40M0.3%-0.8%0.039%
8/13/2025Baird Financial Group Inc.451,792$26.77M0.0%-1.6%0.741%
8/13/2025WCG Wealth Advisors LLC22,869$1.36M0.1%+1.5%0.038%
8/13/2025Smith Moore & CO.28,987$1.72M0.1%-6.6%0.048%
8/13/2025Trustmark Bank Trust Department5,000$296K0.0%-3.4%0.008%
8/13/2025Stablepoint Partners LLC53,642$3.18M0.5%+0.4%0.088%
8/13/2025Level Four Advisory Services LLC15,673$929K0.0%+2.8%0.026%
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%
8/11/2025Western Wealth Management LLC21,429$1.27M0.1%-2.0%0.035%
8/8/2025Rockefeller Capital Management L.P.363,800$21.56M0.1%-18.4%0.597%
8/8/2025Kingsview Wealth Management LLC6,376$378K0.0%-15.7%0.010%
8/8/2025Thoroughbred Financial Services LLC15,220$901K0.1%-22.1%0.025%
8/8/2025WealthTrust Asset Management LLC4,324$256K0.2%-10.7%0.007%
8/8/2025Cetera Investment Advisers541,755$32.10M0.1%+2.3%0.889%
8/8/2025Fusion Capital LLC111,965$6.64M2.3%+3.2%0.184%
8/8/2025Creative Planning65,858$3.90M0.0%-18.2%0.108%
8/8/2025Good Life Advisors LLC84,713$5.02M0.3%-11.9%0.139%
8/8/2025Petix & Botte Co30,350$1.80M0.4%+10.0%0.050%
8/7/2025Allworth Financial LP17,755$1.05M0.0%+2.0%0.029%
8/6/2025Prospera Financial Services Inc812,251$48.14M0.9%+2.7%1.333%
8/6/2025Wedbush Securities Inc.32,534$1.93M0.1%-14.2%0.053%
8/6/2025Bryn Mawr Trust Advisors LLC3,980$236K0.0%N/A0.007%
8/6/2025Golden State Wealth Management LLC40,973$2.43M0.3%-5.7%0.067%
8/6/2025Commonwealth Equity Services LLC2,853,870$169.12M0.2%+0.3%4.682%
8/6/2025360 Financial Inc.6,270$372K0.1%-10.1%0.010%
8/5/2025HFG Advisors Inc.142,594$8.45M6.7%-0.8%0.234%
8/5/2025Claro Advisors LLC64,511$3.82M0.6%-15.7%0.106%
8/5/2025Sigma Planning Corp45,104$2.67M0.1%-69.4%0.074%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors72,642$4.31M0.4%N/A0.119%
8/5/2025Frederick Financial Consultants LLC182,392$10.81M6.7%+13.7%0.299%
8/5/2025Atlas Private Wealth Advisors38,438$2.28M0.3%-13.9%0.063%
8/4/2025Creative Financial Designs Inc. ADV24,821$1.47M0.1%-0.8%0.041%
8/4/2025IFG Advisory LLC41,718$2.47M0.1%+2.1%0.068%
8/4/2025Atria Investments Inc26,738$1.58M0.0%+26.0%0.044%
8/4/2025Savvy Advisors Inc.6,697$397K0.0%N/A0.011%
8/4/2025Assetmark Inc.6,633$393K0.0%+10.3%0.011%
8/4/2025Spire Wealth Management8,417$499K0.0%-24.1%0.014%
8/4/2025Hantz Financial Services Inc.2,674$158K0.0%N/A0.004%
8/4/2025Arkadios Wealth Advisors44,068$2.61M0.1%+1.4%0.072%
8/4/2025World Investment Advisors28,735$1.70M0.0%-1.4%0.047%
8/4/2025Daymark Wealth Partners LLC54,270$3.22M0.1%-58.8%0.089%
8/4/2025Waterfront Wealth Inc.31,424$1.86M0.4%+1.6%0.052%
8/1/2025GGM Financials LLC5,674$336K0.1%N/A0.009%
8/1/2025Advisory Alpha LLC15,583$923K0.0%-2.4%0.025%
8/1/2025Ashton Thomas Private Wealth LLC160,780$9.53M0.3%-2.5%0.262%
8/1/2025Envestnet Asset Management Inc.345,142$20.45M0.0%-4.3%0.563%
7/31/2025Topsail Wealth Management LLC15,109$895K0.2%+22.2%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, 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 274 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 8,834,501 shares in the last 24 months. This purchase volume represents approximately $513.03M 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), Bank of America Corp DE ($161.21K), Madrona Financial Services LLC ($128.66K), and Private Advisor Group LLC ($115.26K).

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

Institutional investors have sold a total of 3,792,452 shares in the last 24 months. This volume of shares sold represents approximately $219.88M in transactions.


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This page (NASDAQ:FV) was last updated on 10/16/2025 by MarketBeat.com Staff
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