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S&P 500   3,936.97
DOW   32,030.11
QQQ   306.12
3 Tech Stocks Well Positioned For Growth At A Reasonable Price
Penny Stock Shows Big Potential (Ad)
These 3 Dividend Growers Yield More Than the 10-Year Note
Closing prices for crude oil, gold and other commodities
Penny Stock Shows Big Potential (Ad)
GameStop Shares Surge On Surprise Profit
Want Diversified Upside in Biotechnology? Check out LABU
Penny Stock Shows Big Potential (Ad)
What is the Consumer Staples Sector?
Nike, Inc’s Q3 Surprise Isn’t All That Surprising: Is It A Buy?
S&P 500   3,936.97
DOW   32,030.11
QQQ   306.12
3 Tech Stocks Well Positioned For Growth At A Reasonable Price
Penny Stock Shows Big Potential (Ad)
These 3 Dividend Growers Yield More Than the 10-Year Note
Closing prices for crude oil, gold and other commodities
Penny Stock Shows Big Potential (Ad)
GameStop Shares Surge On Surprise Profit
Want Diversified Upside in Biotechnology? Check out LABU
Penny Stock Shows Big Potential (Ad)
What is the Consumer Staples Sector?
Nike, Inc’s Q3 Surprise Isn’t All That Surprising: Is It A Buy?
S&P 500   3,936.97
DOW   32,030.11
QQQ   306.12
3 Tech Stocks Well Positioned For Growth At A Reasonable Price
Penny Stock Shows Big Potential (Ad)
These 3 Dividend Growers Yield More Than the 10-Year Note
Closing prices for crude oil, gold and other commodities
Penny Stock Shows Big Potential (Ad)
GameStop Shares Surge On Surprise Profit
Want Diversified Upside in Biotechnology? Check out LABU
Penny Stock Shows Big Potential (Ad)
What is the Consumer Staples Sector?
Nike, Inc’s Q3 Surprise Isn’t All That Surprising: Is It A Buy?
NASDAQ:FV

First Trust Dorsey Wright Focus 5 ETF - FV Institutional Ownership

$43.47
-1.01 (-2.27%)
(As of 03/22/2023 12:00 AM ET)
Add
Compare
Today's Range
$43.42
$44.65
50-Day Range
$42.68
$48.77
52-Week Range
$39.45
$50.60
Volume
353,125 shs
Average Volume
273,357 shs
Market Capitalization
$3.01 billion
Assets Under Management
$2.16 billion
Dividend Yield
1.47%
Net Expense Ratio
0.89%

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

Number of
Institutional Buyers
(last 12 months)
174
Total
Institutional Inflows
(last 12 months)
$501.97 M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$210.73 M
Skip Chart & View Institutional Buying and Selling Data

FV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023B. Riley Wealth Advisors Inc.10,215$0.48M0.0%-56.3%0.015%
3/13/2023Claro Advisors LLC96,975$4.51M1.5%-13.4%0.140%
3/6/2023Rockefeller Capital Management L.P.286,754$13.35M0.1%+8.7%0.414%
3/1/2023Regal Investment Advisors LLC141,722$6.60M0.6%+3.3%0.205%
2/27/2023Cascade Investment Group Inc.18,357$0.86M0.9%N/A0.027%
2/22/2023Kovack Advisors Inc.12,131$0.57M0.1%-5.6%0.018%
2/21/2023Boulder Wealth Advisors LLC1,725$80K0.1%N/A0.002%
2/21/2023B. Riley Wealth Advisors Inc.10,215$0.48M0.0%-56.3%0.015%
2/17/2023Truist Financial Corp272,713$12.70M0.0%+68.9%0.394%
2/16/2023Financial Advocates Investment Management19,745$0.92M0.1%-15.6%0.029%
2/16/2023RFG Advisory LLC88,975$4.26M0.2%+14.5%0.129%
2/16/2023Resurgent Financial Advisors LLC951$44K0.0%N/A0.001%
2/16/2023United Capital Financial Advisers LLC18,164$0.85M0.0%-12.9%0.026%
2/16/2023Harbour Investments Inc.42,488$1.98M0.1%+47.9%0.061%
2/16/2023One Capital Management LLC637,635$29.68M1.6%N/A0.921%
2/15/2023Steward Partners Investment Advisory LLC227,996$10.61M0.2%+0.9%0.329%
2/15/2023Apollon Wealth Management LLC96,859$4.51M0.3%+1.4%0.140%
2/15/2023Money Concepts Capital Corp65,608$3.05M0.1%+5,924.6%0.095%
2/15/2023Morgan Stanley8,374,594$389.84M0.0%+7.5%12.102%
2/15/2023Mariner LLC109,756$5.11M0.0%+823.5%0.159%
2/15/2023Meridian Wealth Management LLC73,246$3.41M0.3%-4.8%0.106%
2/15/2023Equitable Holdings Inc.36,822$1.71M0.0%-7.7%0.053%
2/15/2023Atlas Private Wealth Advisors9,039$0.42M0.2%N/A0.013%
2/15/2023ICA Group Wealth Management LLC2,770$0.13M0.0%N/A0.004%
2/14/2023Cetera Advisor Networks LLC602,870$28.06M0.2%+27.2%0.871%
2/14/2023Cetera Investment Advisers83,248$3.88M0.0%+53.5%0.120%
2/14/2023Cetera Advisors LLC45,883$2.14M0.0%+28.5%0.066%
2/14/2023Townsquare Capital LLC7,770$0.36M0.0%-8.6%0.011%
2/13/2023Smith Moore & CO.32,964$1.53M0.2%+6.9%0.048%
2/13/2023First Republic Investment Management Inc.29,866$1.39M0.0%+35.9%0.043%
2/13/2023Brown Advisory Inc.35,033$1.63M0.0%N/A0.051%
2/13/2023West Michigan Advisors LLC4,761$0.22M0.2%N/A0.007%
2/13/2023Baird Financial Group Inc.201,599$9.39M0.0%+38.7%0.291%
2/13/2023Wealthcare Advisory Partners LLC16,454$0.77M0.0%N/A0.024%
2/13/2023Integrated Wealth Concepts LLC157,333$7.32M0.2%+10.9%0.227%
2/13/2023Wells Fargo & Company MN4,004,947$186.43M0.1%+24.0%5.787%
2/13/2023Renaissance Technologies LLC39,300$1.83M0.0%N/A0.057%
2/13/2023Atria Wealth Solutions Inc.13,682$0.64M0.0%+78.4%0.020%
2/13/2023DB Wealth Management Group LLC230,466$10.73M6.9%+9.7%0.333%
2/13/2023JPMorgan Chase & Co.135,399$6.30M0.0%-18.3%0.196%
2/10/2023Good Life Advisors LLC159,197$7.41M1.0%-0.5%0.230%
2/10/2023Bank of America Corp DE1,910,019$88.91M0.0%+21.3%2.760%
2/10/2023Creative Planning57,623$2.68M0.0%+6.7%0.083%
2/10/2023Jackson Wealth Management LLC43,694$2.03M0.7%N/A0.063%
2/10/2023Ameritas Advisory Services LLC43,864$2.04M0.1%+68.5%0.063%
2/10/2023TCG Advisory Services LLC5,066$0.24M0.1%-15.2%0.007%
2/10/2023Advisor Group Holdings Inc.1,503,509$69.99M0.1%+9.7%2.173%
2/10/2023Vise Technologies Inc.9,415$0.44M0.1%N/A0.014%
2/10/2023PNC Financial Services Group Inc.17,344$0.81M0.0%+25.3%0.025%
2/10/2023Blair William & Co. IL2,822$0.13M0.0%+49.7%0.004%
2/10/2023Acorn Wealth Advisors LLC6,241$0.29M0.2%-6.8%0.009%
2/10/2023True Capital Management4,351$0.20M0.2%N/A0.006%
2/10/2023Moors & Cabot Inc.4,805$0.22M0.0%-54.5%0.007%
2/9/2023Affinity Wealth Management LLC161,272$7.51M1.8%-5.7%0.233%
2/9/2023Unionview LLC74,323$3.46M3.5%+211.0%0.107%
2/9/2023Sowell Financial Services LLC31,537$1.47M0.1%N/A0.046%
2/9/2023HBK Sorce Advisory LLC4,886$0.23M0.0%N/A0.007%
2/9/2023Citigroup Inc.99,007$4.61M0.0%+19.4%0.143%
2/9/2023HighTower Advisors LLC58,842$2.74M0.0%+41.1%0.085%
2/8/2023Raymond James Financial Services Advisors Inc.1,744,114$81.19M0.2%-14.4%2.520%
2/8/2023Raymond James & Associates1,579,809$73.54M0.1%+10.4%2.283%
2/8/2023Hudock Inc.207,779$9.67M3.3%-2.4%0.300%
2/8/2023UBS Group AG1,689,474$78.65M0.0%+5.5%2.441%
2/8/2023Prospera Financial Services Inc1,161,252$54.06M2.7%-42.0%1.678%
2/8/2023Cambridge Investment Research Advisors Inc.299,930$13.96M0.1%+4.6%0.433%
2/8/2023Lincoln National Corp19,154$0.89M0.0%+8.3%0.028%
2/8/2023Main Street Financial Solutions LLC50,519$2.35M0.4%-58.8%0.073%
2/7/2023Cassaday & Co Wealth Management LLC5,000$0.23M0.0%N/A0.007%
2/7/2023Nations Financial Group Inc. IA ADV5,356$0.25M0.0%N/A0.008%
2/7/2023Commonwealth Equity Services LLC3,021,357$140.64M0.3%+23.4%4.366%
2/7/2023Benjamin F. Edwards & Company Inc.25,254$1.18M0.1%-65.6%0.036%
2/7/2023Keystone Financial Group49,462$2.30M0.5%-3.6%0.071%
2/7/2023Formidable Asset Management LLC7,844$0.37M0.1%+3.8%0.011%
2/7/2023LPL Financial LLC3,061,438$142.51M0.1%+12.7%4.424%
2/7/2023IFP Advisors Inc139,392$4.25M0.1%+2.4%0.201%
2/7/2023LWM Advisory Services LLC13,423$0.63M0.7%-4.7%0.019%
2/7/2023Envestnet Asset Management Inc.592,148$27.57M0.0%+95.2%0.856%
2/7/2023Valmark Advisers Inc.71,381$3.32M0.1%N/A0.103%
2/6/2023WealthTrust Asset Management LLC4,801$0.22M0.2%N/A0.007%
2/6/2023Aspen Investment Management Inc4,600$0.21M0.1%N/A0.007%
2/6/2023Intrepid Capital Management Inc.7,837$0.37M0.3%-15.2%0.011%
2/6/2023Synovus Financial Corp18,111$0.84M0.0%+4.6%0.026%
2/6/2023Kaydan Wealth Management Inc.8,253$0.38M0.2%N/A0.012%
2/6/2023Concentrum Wealth Management130,201$6.06M5.4%+4.5%0.188%
2/6/2023AlphaMark Advisors LLC8,350$0.39M0.2%+193.0%0.012%
2/6/2023Cottonwood Capital Advisors LLC58,273$2.71M2.4%-13.6%0.084%
2/6/2023Ibex Wealth Advisors19,362$0.90M0.2%N/A0.028%
2/6/2023Signature Wealth Management Partners LLC9,919$0.46M0.5%+37.0%0.014%
2/3/2023Ausdal Financial Partners Inc.17,077$0.80M0.1%+11.8%0.025%
2/3/2023Cutter & CO Brokerage Inc.12,538$0.58M0.2%-1.9%0.018%
2/3/2023Ellevest Inc.2,474$0.12M0.0%N/A0.004%
2/3/2023D.A. Davidson & CO.430,054$20.02M0.2%+6.8%0.623%
2/3/2023Fisher Asset Management LLC5,167$0.24M0.0%N/A0.007%
2/3/2023Spire Wealth Management17,467$0.81M0.0%+28.9%0.025%
2/2/2023Luken Investment Analytics LLC1,275$59K0.0%N/A0.002%
2/2/2023Raymond James Trust N.A.27,687$1.29M0.0%-3.4%0.040%
2/1/2023AMJ Financial Wealth Management5,743$0.27M0.2%N/A0.008%
2/1/2023CWM LLC276,688$12.88M0.1%+0.4%0.401%
2/1/2023Cedar Brook Financial Partners LLC17,583$0.82M0.2%+11.0%0.025%
2/1/2023Creative Financial Designs Inc. ADV46,450$2.16M0.3%+4.7%0.067%
(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, 262 institutional investors and hedge funds held shares of First Trust Dorsey Wright Focus 5 ETF. The most heavily invested institutionals were Morgan Stanley ($389.84M), Wells Fargo & Company MN ($186.43M), LPL Financial LLC ($142.51M), Commonwealth Equity Services LLC ($140.64M), Bank of America Corp DE ($88.91M), Raymond James Financial Services Advisors Inc. ($81.19M), and UBS Group AG ($78.65M).Learn more on FV's institutional investors.

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

Of the 230 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: Spire Wealth Management ($129.34M), Commonwealth Equity Services LLC ($1.88M), Morgan Stanley ($1.21M), Wells Fargo & Company MN ($0.94M), Bank of America Corp DE ($0.75M), Janney Montgomery Scott LLC ($0.73M), and Raymond James Financial Services Advisors Inc. ($0.70M).

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

Institutional investors have bought a total of 145,825,661 shares in the last 24 months. This purchase volume represents approximately $6.53B in transactions.

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

Of the 153 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: Prospera Financial Services Inc ($2.03M), Raymond James Financial Services Advisors Inc. ($0.99M), Cambridge Investment Research Advisors Inc. ($0.52M), Morgan Stanley ($0.42M), LPL Financial LLC ($0.29M), Royal Bank of Canada ($0.25M), and JPMorgan Chase & Co. ($0.22M).

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

Institutional investors have sold a total of 6,846,284 shares in the last 24 months. This volume of shares sold represents approximately $312.61M in transactions.

This page (NASDAQ:FV) was last updated on 3/23/2023 by MarketBeat.com Staff