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

First Trust Dorsey Wright Focus 5 ETF logo
$73.59 +0.73 (+1.00%)
As of 02:35 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)
151
Total
Institutional Inflows
(last 12 months)
$124.85M
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$275.72M
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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
9/2/2026 Citadel Advisors LLC10,938$830K0.0%-82.1%0.021%
8/23/2026 Washington Trust Advisors Inc.464$35K0.0%N/A0.001%
8/23/2026 Ameritas Advisory Services LLC25,480$1.93M0.0%+40.4%0.049%
8/22/2026 Compass Financial Management LLC2,735$208K0.0%N/A0.005%
8/22/2026 Elevation Wealth Management LLC2,716$206K0.2%N/A0.005%
8/22/2026 Tudor Financial Inc.9,755$740K0.3%+313.9%0.019%
8/22/2026 NWF Advisory Services Inc.5,661$430K0.0%-25.8%0.011%
8/22/2026 Concurrent Investment Advisors LLC568,217$43.12M0.4%+1.0%1.094%
8/21/2026 Montz Harcus Wealth Management LLC8,969$681K0.2%-39.3%0.017%
8/21/2026 SkyOak Wealth LLC105,819$8.03M1.3%-1.8%0.204%
8/21/2026 Acorn Wealth Advisors LLC7,326$556K0.1%N/A0.014%
8/20/2026 Orgel Wealth Management LLC2,851$216K0.0%N/A0.005%
8/12/2026 Compass Financial Management LLC2,735$208K0.0%N/A0.005%
7/10/2026 Accel Wealth Management23,999$1.82M0.4%-5.5%0.046%
7/9/2026 Professional Financial Advisors LLC2,981$226K0.0%N/A0.006%
7/8/2026 Atwood & Palmer Inc.73,527$5.58M0.3%-8.9%0.141%
7/8/2026 First Heartland Consultants Inc.44,211$3.36M0.2%+2.6%0.085%
7/7/2026 Quad Cities Investment Group LLC13,364$1.01M0.4%-3.8%0.026%
7/7/2026 Dynamic Advisor Solutions LLC11,587$879K0.0%+108.5%0.022%
7/7/2026 CoreCap Advisors LLC21,795$1.65M0.0%-1.1%0.042%
6/18/2026 Western Wealth Management LLC21,019$1.27M0.0%-1.5%0.040%
6/8/2026 Pine Valley Investments Ltd Liability Co7,868$476K0.0%-2.9%0.015%
6/3/2026 NewEdge Advisors LLC549,888$33.23M0.1%-40.9%1.043%
5/19/2026 Western Wealth Management LLC21,019$1.27M0.0%-1.5%0.040%
5/19/2026 NewEdge Advisors LLC252,798$15.28M0.3%-72.8%0.480%
5/19/2026 Bank of America Corp DE1,180,641$71.36M0.0%-6.4%2.240%
5/19/2026 Arkadios Wealth Advisors37,950$2.29M0.0%-11.4%0.072%
5/19/2026 IFS Group LLC8,705$526K0.5%N/A0.017%
5/18/2026 Royal Bank of Canada757,619$45.79M0.0%-9.0%1.438%
5/16/2026 Quantinno Capital Management LP17,375$1.05M0.0%+86.9%0.033%
5/15/2026 Gateway Wealth Partners LLC214,630$12.97M0.5%+99.2%0.407%
5/14/2026 Hilltop Holdings Inc.17,501$1.06M0.1%-18.0%0.033%
5/13/2026 Cetera Investment Advisers403,640$24.40M0.0%+0.9%0.766%
5/13/2026 First Citizens Bank & Trust Co.9,956$602K0.0%-6.9%0.019%
5/8/2026 PNC Financial Services Group Inc.13,493$815K0.0%-13.6%0.026%
5/7/2026 Lowe Brockenbrough & Co. Inc.5,800$351K0.0%-10.1%0.011%
5/7/2026 Spartan Wealth Advisory Services LLC9,343$565K0.0%N/A0.018%
5/7/2026 WealthTrust Asset Management LLC4,840$293K0.2%+11.6%0.009%
5/6/2026 Bartlett & CO. Wealth Management LLC965$64K0.0%N/A0.002%
5/6/2026 Advisortrust Partners LLC10,029$606K0.3%+73.1%0.019%
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5/6/2026 Forty three Eighteen Advisors LLC21,718$1.31M1.0%-1.1%0.041%
5/6/2026 Assetmark Inc.10,758$650K0.0%+38.1%0.020%
5/6/2026 Allspring Global Investments Holdings LLC3,825$233K0.0%N/A0.007%
5/6/2026 Independent Financial Group LLC27,823$1.68M0.1%N/A0.053%
5/5/2026 D.A. Davidson & CO.398,503$24.09M0.1%-2.2%0.756%
5/5/2026 Geneos Wealth Management Inc.243,531$14.72M0.3%-2.7%0.462%
5/5/2026 Sanctuary Advisors LLC64,069$3.87M0.0%-1.4%0.122%
5/4/2026 Milestones Private Investment Advisors LLC4,814$291K0.3%-16.8%0.009%
5/4/2026 NWF Advisory Services Inc.7,634$461K0.1%+25.3%0.014%
5/4/2026 Tradewinds LLC.4,536$303K0.1%N/A0.009%
5/2/2026 International Assets Investment Management LLC5,535$337K0.0%-37.8%0.010%
5/2/2026 Valmark Advisers Inc.98,725$5.97M0.1%-1.9%0.187%
5/1/2026 Fifth Third Bancorp74,919$4.53M0.0%N/A0.142%
5/1/2026 Petix & Botte Co50,250$3.04M0.7%+14.3%0.095%
4/30/2026 Waterfront Wealth Inc.31,269$1.89M0.3%-1.4%0.059%
4/30/2026 SkyOak Wealth LLC107,748$6.51M1.2%+0.3%0.204%
4/30/2026 Kestra Advisory Services LLC87,664$5.30M0.0%+12.8%0.166%
4/29/2026 Richmond Investment Services LLC32,448$1.96M0.3%-0.6%0.062%
4/29/2026 Montz Harcus Wealth Management LLC14,765$892K0.4%+27.7%0.028%
4/28/2026 Stephens Inc. AR16,029$969K0.0%+2.4%0.030%
4/28/2026 NBT Bank N A NY20,159$1.22M0.1%+15,899.2%0.038%
4/28/2026 QRG Capital Management Inc.3,525$213K0.0%N/A0.007%
4/27/2026 PFG Investments LLC86,943$5.26M0.2%-32.3%0.164%
4/27/2026 World Investment Advisors21,048$1.27M0.0%-20.9%0.040%
4/27/2026 Private Advisor Group LLC346,335$20.93M0.1%+22.9%0.652%
4/27/2026 Sound Income Strategies LLC5,249$320K0.0%-6.1%0.010%
4/23/2026 Apollon Wealth Management LLC57,176$3.46M0.1%-12.1%0.107%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC14,720$890K0.1%N/A0.028%
4/21/2026 Topsail Wealth Management LLC15,622$944K0.1%+2.1%0.029%
4/20/2026 Kestra Private Wealth Services LLC34,248$2.07M0.0%-9.9%0.064%
4/20/2026 MinichMacGregor Wealth Management LLC14,253$861K0.2%-5.8%0.027%
4/20/2026 RFG Advisory LLC18,376$1.11M0.0%-1.3%0.035%
4/17/2026 Cottonwood Capital Advisors LLC35,736$2.16M1.5%-2.4%0.067%
4/15/2026 Nations Financial Group Inc. IA ADV12,171$736K0.0%-3.2%0.023%
3/17/2026 Forty three Eighteen Advisors LLC21,957$1.38M1.1%N/A0.040%
3/17/2026 Rockefeller Capital Management L.P.400,464$25.20M0.0%+9.2%0.723%
3/13/2026 World Investment Advisors26,602$1.67M0.0%+15.9%0.048%
3/10/2026 Advisortrust Partners LLC5,794$365K0.2%N/A0.010%
3/9/2026 Corient Private Wealth LLC64,605$4.07M0.0%N/A0.117%
3/6/2026 Redwood Family Wealth LLC10,435$657K0.6%N/A0.019%
3/5/2026 Worthington Financial Partners LLC11,275$709K0.6%N/A0.020%
3/3/2026 NWF Advisory Services Inc.6,093$383K0.0%-27.1%0.011%
2/26/2026 TD Capital Management LLC798$50K0.0%N/A0.001%
2/19/2026 Axxcess Wealth Management LLC31,302$1.97M0.0%+1.9%0.057%
2/19/2026 Corient Private Wealth LLC64,605$4.07M0.0%N/A0.117%
2/18/2026 Ameriflex Group Inc.557$35K0.0%-61.8%0.001%
2/18/2026 Mercer Global Advisors Inc. ADV4,477$282K0.0%-5.0%0.008%
2/18/2026 Raymond James Financial Inc.2,084,809$131.18M0.0%-7.6%3.763%
2/18/2026 NewEdge Advisors LLC929,696$58.50M0.2%-1.2%1.678%
2/18/2026 Empowered Funds LLC5,965$375K0.0%N/A0.011%
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2/18/2026 VestGen Advisors LLC44,803$2.82M0.1%+2.1%0.081%
2/18/2026 Millennium Management LLC3,879$244K0.0%N/A0.007%
2/18/2026 Engineers Gate Manager LP6,330$398K0.0%N/A0.011%
2/18/2026 Claro Advisors Inc.61,129$3.85M0.5%-5.3%0.110%
2/17/2026 AQR Capital Management LLC57,910$3.64M0.0%+1.4%0.105%
2/17/2026 Cetera Investment Advisers399,891$25.16M0.0%-19.2%0.722%
2/17/2026 Hilltop Holdings Inc.21,351$1.34M0.1%-10.3%0.039%
2/17/2026 Equitable Holdings Inc.44,194$2.78M0.0%-4.4%0.080%
2/17/2026 Kovack Advisors Inc.18,981$1.19M0.1%N/A0.034%
2/17/2026 Regal Investment Advisors LLC169,429$10.66M0.6%+1.7%0.306%


FV Institutional Ownership - Frequently Asked Questions

During the previous two years, 350 institutional investors and hedge funds held shares of First Trust Dorsey Wright Focus 5 ETF. The most heavily invested institutionals were Morgan Stanley ($357.09M), LPL Financial LLC ($261.47M), Wells Fargo & Company MN ($232.12M), Commonwealth Equity Services LLC ($146.54M), Raymond James Financial Inc. ($131.18M), Raymond James & Associates ($97.44M), and UBS Group AG ($80.40M).Learn more on First Trust Dorsey Wright Focus 5 ETF's institutional investors.

Of the 279 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 ($484.42K), GAMMA Investing LLC ($399.80K), Leigh Baldwin & CO. LLC ($358.55K), Independent Advisor Alliance ($342.76K), Silver Oak Securities Incorporated ($335.67K), and Proactive Wealth Strategies LLC ($314.83K).

Institutional investors have bought a total of 1,998,378 shares in the last 24 months. This purchase volume represents approximately $124.85M in transactions.

Of the 150 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: NewEdge Advisors LLC ($1.07M), Commonwealth Equity Services LLC ($524.88K), Royal Bank of Canada ($398.88K), Morgan Stanley ($338.33K), LPL Financial LLC ($311.14K), Raymond James Financial Inc. ($278.90K), and Osaic Holdings Inc. ($133.79K).

Institutional investors have sold a total of 4,436,025 shares in the last 24 months. This volume of shares sold represents approximately $275.72M in transactions.


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Institutional ownership data for NASDAQ:FV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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