S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
Record Store Day celebrates indie retail music sellers as they ride vinyl's popularity wave
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
Record Store Day celebrates indie retail music sellers as they ride vinyl's popularity wave
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
Record Store Day celebrates indie retail music sellers as they ride vinyl's popularity wave
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Morning sickness? Prenatal check-ups? What to know about new rights for pregnant workers
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
Record Store Day celebrates indie retail music sellers as they ride vinyl's popularity wave

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

$52.41
-0.79 (-1.48%)
(As of 04/19/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
185
Total
Institutional Inflows
(last 12 months)
$504.77M
Number of
Institutional Sellers
(last 12 months)
152
Total
Institutional Outflows
(last 12 months)
$281.81M
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FV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024Retirement Guys Formula LLC36,830$2.11M1.0%-18.2%0.055%
4/19/2024Accel Wealth Management38,410$2.20M0.9%+3.0%0.058%
4/19/2024Madrona Financial Services LLC497,964$28.50M9.9%+1.7%0.750%
4/18/2024AlphaMark Advisors LLC5,700$326K0.1%-64.8%0.009%
4/18/2024Claro Advisors LLC82,060$4.70M0.8%-0.7%0.124%
4/18/2024HFG Advisors Inc.143,485$8.21M7.3%-4.8%0.216%
4/18/2024Fifth Third Securities Inc.67,102$3.84M0.4%-4.2%0.101%
4/16/2024Register Financial Advisors LLC1,736$99K0.1%N/A0.003%
4/16/2024Capital Asset Advisory Services LLC7,425$417K0.0%-6.9%0.011%
4/16/2024Wealth Enhancement Advisory Services LLC34,839$1.99M0.0%+6.2%0.052%
4/15/2024Sar Wealth Management Group LLC508,791$29.12M26.3%-1.0%0.766%
4/15/2024Brookstone Capital Management3,965$227K0.0%N/A0.006%
4/15/2024Sunbelt Securities Inc.2,689$154K0.0%-13.8%0.004%
4/15/2024Flagstar Advisors Inc.6,344$363K0.1%-3.7%0.010%
4/13/2024 Quad Cities Investment Group LLC19,106$1.09M0.6%-4.5%0.029%
4/12/2024 Global Assets Advisory LLC146,955$8.41M0.0%N/A0.221%
4/11/2024 International Assets Investment Management LLC6,922$396K0.0%-39.3%0.010%
4/11/2024 &PARTNERS7,447$426K0.1%N/A0.011%
4/11/2024 Ballew Advisors Inc19,224$1.07M0.7%-1.6%0.029%
4/11/2024 RFG Advisory LLC20,213$1.16M0.0%+98.2%0.030%
4/10/2024 Atwood & Palmer Inc.309,110$17.69M1.3%-2.3%0.465%
4/10/2024 Signal Advisors Wealth LLC4,057$232K0.1%N/A0.006%
4/5/2024 NBC Securities Inc.4,512$258K0.0%-24.1%0.007%
4/5/2024 Madison Park Capital Advisors LLC14,190$812K0.7%-2.1%0.021%
3/22/2024PNC Financial Services Group Inc.7,279$375K0.0%-20.1%0.011%
3/15/2024B. Riley Wealth Advisors Inc.11,913$614K0.0%-3.3%0.018%
3/14/2024Muirfield Wealth Advisors LLC49,472$2.55M2.7%N/A0.074%
3/8/2024ICA Group Wealth Management LLC2,140$110K0.0%N/A0.003%
3/1/2024Creekmur Asset Management LLC706$36K0.0%N/A0.001%
2/29/2024Tortoise Investment Management LLC775$40K0.0%N/A0.001%
2/27/2024ARQ Wealth Advisors LLC6,169$318K0.2%-3.2%0.009%
2/26/2024Centaurus Financial Inc.16,984$876K0.1%-2.5%0.026%
2/21/2024Novak & Powell Financial Services Inc.16,470$849K0.6%N/A0.025%
2/20/2024Able Wealth Management LLC2,143$110K0.1%N/A0.003%
2/16/2024Harbour Investments Inc.32,104$1.66M0.1%-11.6%0.048%
2/16/2024O Dell Group LLC15,015$774K0.2%-12.7%0.023%
2/15/2024Guardian Wealth Advisors LLC NC2,247$116K0.0%-56.2%0.003%
2/15/2024Garden State Investment Advisory Services LLC28,255$1.46M0.6%-10.2%0.042%
2/15/2024Baird Financial Group Inc.410,814$21.18M0.0%+17.5%0.617%
2/15/2024Citadel Advisors LLC36,270$1.87M0.0%-20.8%0.055%
Biden replacement revealed? (Ad)

A former CIA insider just announced a disturbing prediction… Biden will withdraw as the Democrat nominee on June 13.

See his shocking evidence in this new report
2/15/2024Comerica Bank89,679$4.62M0.0%+1.4%0.135%
2/14/2024Royal Bank of Canada1,045,547$53.90M0.0%-5.4%1.571%
2/14/2024Kestra Advisory Services LLC76,418$3.94M0.0%-20.0%0.115%
2/14/2024Creative Planning64,489$3.32M0.0%-5.6%0.097%
2/14/2024MGO One Seven LLC158,679$8.18M0.5%-6.3%0.238%
2/14/2024Visionary Wealth Advisors17,307$892K0.1%-10.3%0.026%
2/14/2024Cresset Asset Management LLC4,352$224K0.0%N/A0.007%
2/14/2024Regal Investment Advisors LLC148,986$7.68M0.6%-0.9%0.224%
2/13/2024Envestnet Asset Management Inc.407,023$20.98M0.0%-15.4%0.612%
2/13/2024Stephens Inc. AR22,492$1.16M0.0%-12.3%0.034%
2/13/2024Cetera Advisor Networks LLC379,796$19.58M0.1%-4.5%0.571%
2/13/2024Oppenheimer & Co. Inc.26,380$1.36M0.0%+1.1%0.040%
2/13/2024Tower Research Capital LLC TRC 2,826$146K0.0%+38.2%0.004%
2/13/2024Belpointe Asset Management LLC4,442$229K0.0%N/A0.007%
2/13/2024Steward Partners Investment Solutions LLC20,796$1.07M0.4%N/A0.031%
2/12/2024StoneX Group Inc.18,457$952K0.1%-25.0%0.028%
2/12/2024Sar Wealth Management Group LLC514,023$26.50M26.7%N/A0.772%
2/12/2024Focus Financial Network Inc. ADV4,931$254K0.0%N/A0.007%
2/12/2024Stifel Financial Corp387,169$19.96M0.0%-6.8%0.582%
2/12/2024Steward Partners Investment Advisory LLC187,841$9.68M0.1%-6.0%0.282%
2/9/2024Nations Financial Group Inc. IA ADV8,474$437K0.0%-8.7%0.013%
2/9/2024Advisory Services Network LLC32,539$1.68M0.0%-22.5%0.049%
2/9/2024US Bancorp DE24,538$1.27M0.0%-11.0%0.037%
2/9/2024Cambridge Investment Research Advisors Inc.364,094$18.77M0.1%+6.8%0.547%
2/9/2024Keystone Financial Group24,260$1.25M0.2%-3.8%0.036%
2/9/2024L.M. Kohn & Company13,740$708K0.2%+7.0%0.021%
2/9/2024D.A. Davidson & CO.451,852$23.29M0.2%+6.4%0.679%
2/9/2024Wells Fargo & Company MN4,205,976$216.82M0.1%-10.8%6.320%
2/9/2024Schneider Downs Wealth Management Advisors LP3,919$202K0.1%N/A0.006%
2/9/2024UBS Group AG2,070,715$106.75M0.0%+1.0%3.112%
2/9/2024PNC Financial Services Group Inc.7,279$375K0.0%-20.1%0.011%
2/8/2024Level Four Advisory Services LLC28,003$1.44M0.1%-17.0%0.042%
2/8/2024Financial Advocates Investment Management24,376$1.26M0.1%+34.3%0.037%
2/8/2024Tortoise Investment Management LLC775$41K0.0%N/A0.001%
2/8/2024Kingsview Wealth Management LLC7,633$393K0.0%-58.3%0.011%
2/8/2024Meridian Wealth Management LLC65,064$3.35M0.2%+1.8%0.098%
2/8/2024OMNI 360 Wealth Inc.4,000$206K0.2%N/A0.006%
2/8/2024Beacon Pointe Advisors LLC12,537$646K0.0%-1.8%0.019%
2/8/2024MinichMacGregor Wealth Management LLC256,173$13.21M3.8%+4.2%0.385%
2/8/2024Janney Montgomery Scott LLC517,847$26.70M0.1%-10.4%0.778%
2/7/2024 Partnership Wealth Management LLC950$49K0.0%N/A0.001%
2/7/2024Avantax Advisory Services Inc.8,741$451K0.0%-28.2%0.013%
2/7/2024Envestnet Portfolio Solutions Inc.9,813$506K0.0%+13.9%0.015%
2/7/2024 NBC Securities Inc.5,944$306K0.0%-6.2%0.009%
2/7/2024Acorn Wealth Advisors LLC4,180$215K0.1%-30.3%0.006%
2/7/2024Astoria Portfolio Advisors LLC.3,980$211K0.1%N/A0.006%
2/7/2024Cary Street Partners Investment Advisory LLC8,522$439K0.0%-24.7%0.013%
2/7/2024Northwest Financial Advisors2,344$121K0.1%N/A0.004%
2/7/2024Endowment Wealth Management Inc.49,928$2.57M2.1%+3.5%0.075%
2/7/2024Principal Securities Inc.1,918$99K0.0%N/A0.003%
Biden replacement revealed? (Ad)

A former CIA insider just announced a disturbing prediction… Biden will withdraw as the Democrat nominee on June 13.

See his shocking evidence in this new report
2/7/2024Concourse Financial Group Securities Inc.52,892$2.73M0.2%+23.7%0.079%
2/6/2024Apollon Wealth Management LLC99,780$5.14M0.2%-11.1%0.150%
2/6/2024Lincoln National Corp19,606$1.01M0.0%+5.3%0.029%
2/6/2024Private Advisor Group LLC320,562$16.53M0.1%-4.8%0.482%
2/6/2024Axxcess Wealth Management LLC7,975$411K0.0%-19.2%0.012%
2/6/2024M&T Bank Corp6,498$335K0.0%+15.4%0.010%
2/6/2024Concentrum Wealth Management140,929$7.27M0.5%-0.6%0.212%
2/6/2024Natixis Advisors L.P.20,563$1.06M0.0%+50.7%0.031%
2/6/2024Commonwealth Equity Services LLC2,993,315$154.31M0.3%-2.8%4.498%
2/6/2024Summit Financial LLC8,920$460K0.0%-6.8%0.013%
(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, 311 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), Wells Fargo & Company MN ($216.82M), LPL Financial LLC ($187.73M), Commonwealth Equity Services LLC ($154.31M), UBS Group AG ($106.75M), Bank of America Corp DE ($90.42M), and Raymond James & Associates ($85.29M).Learn more on FV's institutional investors.

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

Of the 277 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: Commonwealth Equity Services LLC ($1.63M), LPL Financial LLC ($1.52M), Prospera Financial Services Inc ($1.27M), UBS Group AG ($971.21K), Wells Fargo & Company MN ($825.75K), Janney Montgomery Scott LLC ($764.90K), and International Assets Investment Management LLC ($645.65K).

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

Institutional investors have bought a total of 19,395,207 shares in the last 24 months. This purchase volume represents approximately $1.51B in transactions.

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

Of the 187 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 ($2.00M), Raymond James Financial Services Advisors Inc. ($1.69M), Morgan Stanley ($1.00M), Wells Fargo & Company MN ($568.03K), Cambridge Investment Research Advisors Inc. ($369.49K), LPL Financial LLC ($290.11K), and Royal Bank of Canada ($260.40K).

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

Institutional investors have sold a total of 10,463,578 shares in the last 24 months. This volume of shares sold represents approximately $722.78M in transactions.


This page (NASDAQ:FV) was last updated on 4/20/2024 by MarketBeat.com Staff

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