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NASDAQ:FV

First Trust Dorsey Wright Focus 5 ETF Institutional Ownership

$45.11
-0.37 (-0.81 %)
(As of 05/18/2021 04:30 PM ET)
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Today's Range
$45.10
$45.77
50-Day Range
$43.85
$46.87
52-Week Range
$30.44
$47.06
Volume127,399 shs
Average Volume130,939 shs
Market Capitalization$2.61 billion
P/E RatioN/A
Dividend Yield0.00%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter


First Trust Dorsey Wright Focus 5 ETF (NASDAQ FV) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/18/2021First Heartland Consultants Inc.106,505$4.75M0.8%-0.5%0.184%
5/18/2021IHT Wealth Management LLC6,937$0.31M0.0%N/A0.012%
5/18/2021Ameritas Investment Company LLC4,280$0.19M0.0%-77.7%0.007%
5/18/2021Beacon Pointe Advisors LLC16,692$0.75M0.0%+21.0%0.029%
5/17/2021Royal Bank of Canada1,133,372$50.59M0.0%-2.8%1.956%
5/17/2021Titus Wealth Management25,690$1.15M0.7%+2.4%0.044%
5/17/2021Captrust Financial Advisors5,017$0.22M0.0%+160.6%0.009%
5/17/2021Wagner Wealth Management LLC5,614$0.25M0.2%+5.2%0.010%
5/14/2021MML Investors Services LLC65,517$2.93M0.0%+41.9%0.113%
5/14/2021Stephens Inc. AR158,798$7.09M0.1%+2.0%0.274%
5/14/2021Founders Financial Alliance LLC4,749$0.21M0.1%+36.9%0.008%
5/14/2021Benjamin F. Edwards & Company Inc.100,884$4.50M0.2%-4.1%0.174%
5/14/2021Golden State Wealth Management LLC55,109$2.46M0.8%-8.3%0.095%
5/14/2021Signature Wealth Management Partners LLC7,268$0.32M0.3%-5.9%0.013%
5/14/2021Clearstead Advisors LLC1,985$89K0.0%N/A0.003%
5/14/2021Stifel Financial Corp433,683$19.36M0.0%+1.5%0.748%
5/13/2021Capital Asset Advisory Services LLC15,121$0.68M0.1%-10.5%0.026%
5/13/2021Renaissance Technologies LLC16,100$0.72M0.0%-17.9%0.028%
5/13/2021Proequities Inc.9,679$0.43M0.0%-8.1%0.017%
5/13/2021Mutual Advisors LLC40,312$1.80M0.1%-2.8%0.070%
5/13/2021Citigroup Inc.165,521$7.39M0.0%+4.8%0.285%
5/13/2021Bank of Montreal Can4,045$0.19M0.0%N/A0.007%
5/13/2021Baird Financial Group Inc.82,296$3.67M0.0%-11.5%0.142%
5/13/2021HCR Wealth Advisors11,765$0.53M0.1%-47.7%0.020%
5/12/2021Harbour Investments Inc.6,150$0.28M0.2%N/A0.011%
5/12/2021Moors & Cabot Inc.17,946$0.80M0.1%-34.0%0.031%
5/12/2021SNS Financial Group LLC48,567$2.17M0.3%-17.2%0.084%
5/12/2021JPMorgan Chase & Co.271,925$12.14M0.0%-21.8%0.469%
5/12/2021UBS Group AG1,275,409$56.93M0.0%-2.6%2.199%
5/12/2021Kowal Investment Group LLC4,473$0.20M0.1%-9.3%0.008%
5/12/2021Bickling Financial Services Inc.102,189$4.56M2.3%+1.0%0.176%
5/11/2021Cedar Brook Financial Partners LLC15,743$0.70M0.2%-14.5%0.027%
5/11/2021Rockefeller Capital Management L.P.660$29K0.0%+73.7%0.001%
5/11/2021Keystone Financial Group81,225$3.63M0.7%-2.4%0.140%
5/11/2021Kestra Private Wealth Services LLC43,268$1.93M0.1%-9.1%0.075%
5/10/2021Accel Wealth Management34,227$1.53M1.2%-2.9%0.059%
5/10/2021Resources Investment Advisors LLC.59,947$2.68M0.1%-6.0%0.103%
5/10/2021Sullivan Bruyette Speros & Blaney LLC25,214$1.13M0.0%+15.1%0.043%
5/10/2021HighTower Advisors LLC37,552$1.68M0.0%+41.4%0.065%
5/10/2021Guardian Wealth Advisors LLC25,214$1.13M0.0%N/A0.043%
5/10/2021Financial Advocates Investment Management15,291$0.68M0.0%-1.7%0.026%
5/10/2021Kestra Advisory Services LLC124,350$5.55M0.1%-13.8%0.214%
5/10/2021Level Four Advisory Services LLC190,011$8.48M0.7%-4.9%0.328%
5/10/2021Wintrust Investments LLC78,742$3.52M0.4%+735.5%0.136%
5/10/2021Lincoln National Corp8,919$0.40M0.0%+10.0%0.015%
5/10/2021Oppenheimer & Co. Inc.24,077$1.08M0.0%-2.1%0.042%
5/7/2021Cambridge Investment Research Advisors Inc.717,326$32.02M0.2%-3.7%1.237%
5/7/2021Strategic Wealth Advisors Group LLC55,863$2.49M0.1%+16.8%0.096%
5/7/2021Meridian Wealth Management LLC77,155$3.44M0.5%-3.0%0.133%
5/7/2021Meridian Wealth Advisors LLC5,250$0.23M0.1%N/A0.009%
5/7/2021D.A. Davidson & CO.325,127$14.51M0.2%-0.7%0.561%
5/7/2021The PNC Financial Services Group Inc.34,384$1.54M0.0%-7.0%0.059%
5/7/2021Spire Wealth Management129,335,633$18.05M0.5%N/A222.992%
5/6/2021Sigma Planning Corp29,439$1.31M0.0%+7.6%0.051%
5/6/2021Prospera Financial Services Inc2,623,712$117.12M7.0%-0.6%4.524%
5/6/2021Koshinski Asset Management Inc.17,936$0.80M0.1%-59.6%0.031%
5/6/2021DB Wealth Management Group LLC93,729$4.18M2.9%+3.8%0.162%
5/5/2021Professional Financial Advisors LLC16,656$0.74M0.5%+12.1%0.029%
5/5/2021Ibex Wealth Advisors23,324$1.04M0.3%N/A0.040%
5/5/2021DHJJ Financial Advisors Ltd.13,725$0.61M0.4%-3.5%0.024%
5/5/2021Ausdal Financial Partners Inc.30,878$1.38M0.2%-17.0%0.053%
5/4/2021Envestnet Asset Management Inc.240,439$10.73M0.0%+63.2%0.415%
5/4/2021Commonwealth Equity Services LLC1,209,088$53.97M0.2%+2.7%2.085%
5/3/2021Flagship Harbor Advisors LLC22,694$1.01M0.1%N/A0.039%
4/30/2021IFP Advisors Inc90,220$4.03M0.1%+3.4%0.156%
4/29/2021Concentrum Wealth Management90,380$4.04M3.0%+16.7%0.156%
4/29/2021Quad Cities Investment Group LLC22,563$1.01M0.8%-4.8%0.039%
4/29/2021We Are One Seven LLC187,425$8.37M1.4%+4.2%0.323%
4/28/2021US Bancorp DE2,900$0.13M0.0%-13.8%0.005%
4/28/2021DAVENPORT & Co LLC24,899$1.11M0.0%-7.7%0.043%
4/28/2021360 Financial Inc.12,122$0.54M0.3%+49.1%0.021%
4/28/2021QP Wealth Management LLC24,947$1.11M1.2%+5.6%0.043%
4/27/2021Janney Montgomery Scott LLC459,218$20.50M0.1%+4.8%0.792%
4/27/2021CWM LLC223,991$10M0.1%+42.0%0.387%
4/27/2021MinichMacGregor Wealth Management LLC18,954$0.85M0.3%+5.7%0.033%
4/27/2021Stratos Wealth Partners LTD.111,673$4.99M0.1%-0.3%0.193%
4/27/2021AE Wealth Management LLC7,728$0.35M0.0%-40.0%0.013%
4/27/2021Good Life Advisors LLC13,359$0.60M0.1%+12.6%0.023%
4/26/2021Wedbush Securities Inc.10,897$0.49M0.0%+15.8%0.019%
4/26/2021Arkadios Wealth Advisors53,992$2.41M0.4%+6.6%0.093%
4/26/2021Atwood & Palmer Inc.213,895$9.55M0.9%+5.4%0.369%
4/26/2021GWM Advisors LLC13,616$0.61M0.0%+85.7%0.023%
4/23/2021Clear Creek Financial Management LLC20,702$0.95M1.9%-12.2%0.036%
4/23/2021Joseph P. Lucia & Associates LLC600$27K0.0%-40.0%0.001%
4/23/2021Strid Group LLC840,719$37.53M9.2%-6.9%1.447%
4/22/2021Private Advisor Group LLC422,497$18.86M0.2%-2.4%0.727%
4/19/2021IFG Advisory LLC24,670$1.10M0.1%-27.5%0.042%
4/19/2021Creative Financial Designs Inc. ADV48,279$2.16M0.4%+8.4%0.083%
4/19/2021International Assets Investment Management LLC28,132$1.06M0.1%+99.2%0.048%
4/15/2021CX Institutional39,954$1.78M0.2%+1.3%0.069%
4/14/2021Secure Asset Management LLC123,580$5.52M3.1%+0.6%0.213%
4/13/2021Ballew Advisors Inc42,774$1.94M0.7%+100.5%0.074%
4/12/2021Coastal Investment Advisors Inc.4,837$0.22M0.1%N/A0.008%
4/8/2021Private Advisory Group LLC19,392$0.87M0.2%-53.3%0.034%
3/30/2021Koshinski Asset Management Inc.44,413$1.80M0.2%+3.9%0.077%
3/26/2021Susquehanna International Group LLP64,261$2.60M0.0%+27.7%0.112%
3/2/2021Capital Asset Advisory Services LLC16,886$0.68M0.1%-2.9%0.029%
2/26/2021Bickling Financial Services Inc.101,137$4.09M2.5%N/A0.176%
2/26/2021Luken Investment Analytics LLC1,275$52K0.0%N/A0.002%
2/19/2021JPMorgan Chase & Co.347,765$14.06M0.0%-1.5%0.603%
(Data available from 1/1/2016 forward)

This page was last updated on 5/18/2021 by MarketBeat.com Staff
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