Free Trial
→ They rigged the game (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
$54.05 -0.25 (-0.46%)
As of 04:00 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)
186
Total
Institutional Inflows
(last 12 months)
$466.52M
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$202.34M
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
4/30/2025Allworth Financial LP17,408$935K0.0%-2.8%0.028%
4/30/2025Topsail Wealth Management LLC12,367$678K0.1%+4.3%0.020%
4/30/2025Axxcess Wealth Management LLC17,045$935K0.0%+195.7%0.027%
4/30/2025TradeWell Securities LLC.85,920$4.71M2.6%-4.9%0.136%
4/30/2025Stratos Wealth Partners LTD.159,109$8.73M0.1%-6.5%0.252%
4/29/2025Brass Tax Wealth Management Inc.68,303$3.75M0.8%+2.9%0.108%
4/29/2025Envestnet Asset Management Inc.360,549$19.78M0.0%+2.0%0.571%
4/29/2025Concurrent Investment Advisors LLC574,602$31.52M0.8%+1.3%0.911%
4/29/2025World Investment Advisors29,130$1.60M0.0%-1.9%0.046%
4/29/2025Olde Wealth Management LLC800$43K0.0%N/A0.001%
4/29/2025Capital Investment Advisory Services LLC13,907$763K0.1%-2.2%0.022%
4/29/2025OneDigital 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%
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%
4/23/2025 Spire Wealth Management11,088$608K0.0%-8.9%0.017%
4/23/2025 Daymark Wealth Partners LLC131,765$7.23M0.3%+3.5%0.208%
4/23/2025 Global Assets Advisory LLC7,698$402K0.1%N/A0.012%
4/23/2025 International Assets Investment Management LLC7,675$421K0.0%-51.7%0.012%
4/23/2025 Proactive Wealth Strategies LLC309,595$16.98M9.1%+3.8%0.488%
4/23/2025 Valmark Advisers Inc.94,417$5.18M0.1%+7.2%0.149%
4/23/2025 Oppenheimer & Co. Inc.23,384$1.28M0.0%-6.8%0.037%
4/22/2025 Cambridge Investment Research Advisors Inc.515,765$28.30M0.1%-8.4%0.814%
They rigged the game (Ad)

The U.S. fired the first shot with 145% tariffs. Apple relies heavily on Chinese production. Tesla needs China for growth. Nvidia depends on the global chip chain. The MAG 7 have already bled $3.4 trillion — and the next phase could be worse. But while panic sets in, there's a small group of investors pulling in reliable, high-yield monthly income…

Watch how this works — and why it's gaining steam fast.
4/22/2025 MinichMacGregor Wealth Management LLC17,995$987K0.2%-92.0%0.028%
4/22/2025 PFG Investments LLC123,818$6.79M0.4%+2.5%0.195%
4/22/2025 Carr Financial Group Corp25,043$1.37M0.5%-31.2%0.040%
4/21/2025 L.M. Kohn & Company14,044$770K0.2%-5.3%0.022%
4/21/2025 ORG Partners LLC165,023$9.09M2.2%-11.3%0.260%
4/21/2025 Silver Oak Securities Incorporated344,967$19.12M1.7%+1,567.2%0.544%
4/21/2025 Envestnet Portfolio Solutions Inc.30,944$1.70M0.0%+13.1%0.049%
4/21/2025 HFG Advisors Inc.143,807$7.89M6.7%-0.7%0.227%
4/18/2025 Cushing Capital Partners LLC45,796$2.51M2.3%-3.9%0.072%
4/18/2025 DHJJ Financial Advisors Ltd.11,698$642K0.3%-4.5%0.018%
4/17/2025 NBT Bank N A NY23,533$1.29M0.1%-3.9%0.037%
4/17/2025 Janney Montgomery Scott LLC497,334$27.28M0.1%-3.1%0.786%
4/17/2025 Good Life Advisors LLC96,202$5.28M0.4%-17.9%0.152%
4/17/2025 Atlas Private Wealth Advisors44,624$2.45M0.3%-2.5%0.071%
4/17/2025 Morey & Quinn Wealth Partners LLC52,492$2.88M2.4%+2.0%0.083%
4/16/2025 Wealth Enhancement Advisory Services LLC113,918$6.25M0.0%-5.1%0.180%
4/16/2025 Ballew Advisors Inc18,770$973K0.6%-2.1%0.030%
4/15/2025 Trueblood Wealth Management LLC20,694$1.14M0.5%+39.3%0.033%
4/15/2025 Atwood & Palmer Inc.95,049$5.21M0.4%-29.0%0.150%
4/14/2025 Muirfield Wealth Advisors LLC49,344$2.71M2.3%-3.3%0.078%
4/14/2025 Farther Finance Advisors LLC133,128$7.34M0.2%+2,333.3%0.210%
4/14/2025 Daymark Wealth Partners LLC131,765$7.23M0.2%+3.5%0.208%
4/14/2025 First Citizens Bank & Trust Co.10,700$587K0.0%-3.3%0.017%
4/11/2025 Sard Wealth Management Group LLC455,580$24.99M16.8%+1.3%0.719%
4/11/2025 Stablepoint Partners LLC53,445$2.93M0.5%+1.8%0.084%
4/11/2025 Insight Advisors LLC PA14,477$794K0.1%-7.3%0.023%
4/11/2025 Affinity Wealth Management LLC130,868$7.18M1.3%+0.2%0.206%
4/10/2025 Secure Asset Management LLC62,170$3.41M0.7%-59.1%0.098%
4/10/2025 Accel Wealth Management36,891$2.02M0.7%+0.6%0.058%
4/9/2025 RFG Advisory LLC22,805$1.25M0.0%+5.1%0.036%
4/9/2025 Quad Cities Investment Group LLC15,821$868K0.4%+3.5%0.025%
4/9/2025 NBC Securities Inc.4,343$238K0.0%+108,475.0%0.007%
4/8/2025 Advisory Alpha LLC15,968$876K0.1%-6.7%0.025%
4/7/2025 GAMMA Investing LLC407,226$22.34M0.0%+5,386.0%0.642%
3/17/2025 Wealth Enhancement Advisory Services LLC120,094$7.09M0.0%+236.6%0.186%
2/28/2025Park Square Financial Group LLC477$28K0.0%N/A0.001%
2/26/2025 Advisor Resource Council5,888$348K0.2%N/A0.009%
2/25/2025Leigh Baldwin & CO. LLC5,970$353K0.2%N/A0.009%
2/24/2025Ameriflex Group Inc.3,779$235K0.1%N/A0.006%
2/19/2025Richmond Investment Services LLC28,162$1.66M0.9%N/A0.044%
2/19/2025WCG Wealth Advisors LLC19,332$1.14M0.1%+10.7%0.030%
2/18/2025 Sunbelt Securities Inc.2,395$142K0.0%-11.0%0.004%
2/18/2025Novak & Powell Financial Services Inc.14,147$836K0.5%-4.3%0.022%
2/18/2025 Novem Group6,528$386K0.1%N/A0.010%
2/18/2025First Heartland Consultants Inc.57,358$3.39M0.3%+5.4%0.089%
2/17/2025Visionary Wealth Advisors16,703$986K0.1%-4.6%0.026%
2/17/2025Trace Wealth Advisors LLC3,750$221K0.2%N/A0.006%
2/17/2025Royal Bank of Canada1,097,554$64.82M0.0%-1.2%1.703%
2/17/2025Napa Wealth Management9,585$566K0.2%N/A0.015%
2/17/2025Leigh Baldwin & CO. LLC352,582$20.82M0.1%N/A0.547%
Trump and Buffett Are Quietly Leading America’s Gold Revival (Ad)

The “Buffett Indicator” Predicts Gold Set To Dominate for Next Decade Each time the Buffett Indicator has hit extremes, it’s spelled doom for stocks — and soaring gains for gold. Today, the Indicator is flashing a historic all-time high. Meanwhile, Buffett is quietly hoarding $325 billion in cash — and insiders believe he’s about to make a gold move big enough to shock Wall Street. Garrett Goggin has the names of 4 companies likely to benefit — if you move fast.

See why gold could dominate for the next 10 years — and how to get ahead of Buffett’s next big move.
2/17/2025Clark Capital Management Group Inc.26,257$1.55M0.0%+18.9%0.041%
2/17/2025EP Wealth Advisors LLC9,271$548K0.0%N/A0.014%
2/17/2025 Cambridge Investment Research Advisors Inc.563,225$33.26M0.1%+18.6%0.874%
2/17/2025Cetera Investment Advisers523,758$30.93M0.1%+21.7%0.813%
2/17/2025Captrust Financial Advisors4,358$257K0.0%-8.3%0.007%
2/17/2025Cary Street Partners Financial LLC8,322$491K0.0%N/A0.013%
2/17/2025Baird Financial Group Inc.495,838$29.28M0.1%-0.8%0.769%
2/17/2025Bank of America Corp DE1,674,187$98.88M0.0%+0.6%2.598%
2/17/2025Benjamin Edwards Inc.19,272$1.14M0.0%-6.5%0.030%
2/17/2025Ameriprise Financial Inc.17,824$1.05M0.0%-33.1%0.028%
(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 ($168.29M), Raymond James Financial Inc. ($157.26M), 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 271 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 ($1.49M), International Assets Investment Management LLC ($1.08M), Prospera Financial Services Inc ($728.88K), Cetera Investment Advisers ($533.75K), Sar Wealth Management Group LLC ($514.02K), and Cambridge Investment Research Advisors Inc. ($497.46K).

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

Institutional investors have bought a total of 15,604,153 shares in the last 24 months. This purchase volume represents approximately $919.15M in transactions.

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

Of the 213 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 ($395.37K), One Capital Management LLC ($394.99K), 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 8,915,915 shares in the last 24 months. This volume of shares sold represents approximately $472.21M in transactions.


Related Companies

This page (NASDAQ:FV) was last updated on 4/30/2025 by MarketBeat.com Staff
From Our Partners
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Feds Just Admitted It—They Can Take Your Cash
Here’s the cold truth: If your money is sitting idle in a bank account, it’s vulnerable. That’s why thousan...
Priority Gold | Sponsored
M.A.G.A. is Finished – This Could be even Better
You’ve no doubt heard Trump’s rally cry: Make America Great Again. But recently the President made a big ch...
Paradigm Press | Sponsored
Secret financial plot unfolding in Washington DC… [DEVELOPING]
What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...
Timothy Sykes | Sponsored
China’s next move could destroy U.S. tech
The U.S. fired the first shot with 145% tariffs. Apple relies heavily on Chinese production. Tesla needs Ch...
Investors Alley | Sponsored
If you missed your chance with Tesla...
Elon Musk is moments from launching a revolutionary technology some Silicon Valley insiders are calling "The F...
Brownstone Research | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
You’re About to Lose Everything – Act Now or Regret It Forever
What If America's Gold Reserves Are a Lie? For decades, the U.S. government has claimed to have thousands o...
Hamilton Gold Group | Sponsored