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)

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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%

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Dividend

Institutional Ownership

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

FV Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/15/2023	B. Riley Wealth Advisors Inc.	10,215	$0.48M	0.0%	-56.3%	0.015%
3/13/2023	Claro Advisors LLC	96,975	$4.51M	1.5%	-13.4%	0.140%
3/6/2023	Rockefeller Capital Management L.P.	286,754	$13.35M	0.1%	+8.7%	0.414%
3/1/2023	Regal Investment Advisors LLC	141,722	$6.60M	0.6%	+3.3%	0.205%
2/27/2023	Cascade Investment Group Inc.	18,357	$0.86M	0.9%	N/A	0.027%
2/22/2023	Kovack Advisors Inc.	12,131	$0.57M	0.1%	-5.6%	0.018%

2/21/2023	Boulder Wealth Advisors LLC	1,725	$80K	0.1%	N/A	0.002%
2/21/2023	B. Riley Wealth Advisors Inc.	10,215	$0.48M	0.0%	-56.3%	0.015%
2/17/2023	Truist Financial Corp	272,713	$12.70M	0.0%	+68.9%	0.394%
2/16/2023	Financial Advocates Investment Management	19,745	$0.92M	0.1%	-15.6%	0.029%
2/16/2023	RFG Advisory LLC	88,975	$4.26M	0.2%	+14.5%	0.129%
2/16/2023	Resurgent Financial Advisors LLC	951	$44K	0.0%	N/A	0.001%
2/16/2023	United Capital Financial Advisers LLC	18,164	$0.85M	0.0%	-12.9%	0.026%
2/16/2023	Harbour Investments Inc.	42,488	$1.98M	0.1%	+47.9%	0.061%
2/16/2023	One Capital Management LLC	637,635	$29.68M	1.6%	N/A	0.921%
2/15/2023	Steward Partners Investment Advisory LLC	227,996	$10.61M	0.2%	+0.9%	0.329%
2/15/2023	Apollon Wealth Management LLC	96,859	$4.51M	0.3%	+1.4%	0.140%
2/15/2023	Money Concepts Capital Corp	65,608	$3.05M	0.1%	+5,924.6%	0.095%
2/15/2023	Morgan Stanley	8,374,594	$389.84M	0.0%	+7.5%	12.102%
2/15/2023	Mariner LLC	109,756	$5.11M	0.0%	+823.5%	0.159%
2/15/2023	Meridian Wealth Management LLC	73,246	$3.41M	0.3%	-4.8%	0.106%
2/15/2023	Equitable Holdings Inc.	36,822	$1.71M	0.0%	-7.7%	0.053%
2/15/2023	Atlas Private Wealth Advisors	9,039	$0.42M	0.2%	N/A	0.013%
2/15/2023	ICA Group Wealth Management LLC	2,770	$0.13M	0.0%	N/A	0.004%
2/14/2023	Cetera Advisor Networks LLC	602,870	$28.06M	0.2%	+27.2%	0.871%
2/14/2023	Cetera Investment Advisers	83,248	$3.88M	0.0%	+53.5%	0.120%
2/14/2023	Cetera Advisors LLC	45,883	$2.14M	0.0%	+28.5%	0.066%
2/14/2023	Townsquare Capital LLC	7,770	$0.36M	0.0%	-8.6%	0.011%
2/13/2023	Smith Moore & CO.	32,964	$1.53M	0.2%	+6.9%	0.048%
2/13/2023	First Republic Investment Management Inc.	29,866	$1.39M	0.0%	+35.9%	0.043%
2/13/2023	Brown Advisory Inc.	35,033	$1.63M	0.0%	N/A	0.051%
2/13/2023	West Michigan Advisors LLC	4,761	$0.22M	0.2%	N/A	0.007%
2/13/2023	Baird Financial Group Inc.	201,599	$9.39M	0.0%	+38.7%	0.291%
2/13/2023	Wealthcare Advisory Partners LLC	16,454	$0.77M	0.0%	N/A	0.024%
2/13/2023	Integrated Wealth Concepts LLC	157,333	$7.32M	0.2%	+10.9%	0.227%
2/13/2023	Wells Fargo & Company MN	4,004,947	$186.43M	0.1%	+24.0%	5.787%
2/13/2023	Renaissance Technologies LLC	39,300	$1.83M	0.0%	N/A	0.057%
2/13/2023	Atria Wealth Solutions Inc.	13,682	$0.64M	0.0%	+78.4%	0.020%
2/13/2023	DB Wealth Management Group LLC	230,466	$10.73M	6.9%	+9.7%	0.333%
2/13/2023	JPMorgan Chase & Co.	135,399	$6.30M	0.0%	-18.3%	0.196%

2/10/2023	Good Life Advisors LLC	159,197	$7.41M	1.0%	-0.5%	0.230%
2/10/2023	Bank of America Corp DE	1,910,019	$88.91M	0.0%	+21.3%	2.760%
2/10/2023	Creative Planning	57,623	$2.68M	0.0%	+6.7%	0.083%
2/10/2023	Jackson Wealth Management LLC	43,694	$2.03M	0.7%	N/A	0.063%
2/10/2023	Ameritas Advisory Services LLC	43,864	$2.04M	0.1%	+68.5%	0.063%
2/10/2023	TCG Advisory Services LLC	5,066	$0.24M	0.1%	-15.2%	0.007%
2/10/2023	Advisor Group Holdings Inc.	1,503,509	$69.99M	0.1%	+9.7%	2.173%
2/10/2023	Vise Technologies Inc.	9,415	$0.44M	0.1%	N/A	0.014%
2/10/2023	PNC Financial Services Group Inc.	17,344	$0.81M	0.0%	+25.3%	0.025%
2/10/2023	Blair William & Co. IL	2,822	$0.13M	0.0%	+49.7%	0.004%
2/10/2023	Acorn Wealth Advisors LLC	6,241	$0.29M	0.2%	-6.8%	0.009%
2/10/2023	True Capital Management	4,351	$0.20M	0.2%	N/A	0.006%
2/10/2023	Moors & Cabot Inc.	4,805	$0.22M	0.0%	-54.5%	0.007%
2/9/2023	Affinity Wealth Management LLC	161,272	$7.51M	1.8%	-5.7%	0.233%
2/9/2023	Unionview LLC	74,323	$3.46M	3.5%	+211.0%	0.107%
2/9/2023	Sowell Financial Services LLC	31,537	$1.47M	0.1%	N/A	0.046%
2/9/2023	HBK Sorce Advisory LLC	4,886	$0.23M	0.0%	N/A	0.007%
2/9/2023	Citigroup Inc.	99,007	$4.61M	0.0%	+19.4%	0.143%
2/9/2023	HighTower Advisors LLC	58,842	$2.74M	0.0%	+41.1%	0.085%
2/8/2023	Raymond James Financial Services Advisors Inc.	1,744,114	$81.19M	0.2%	-14.4%	2.520%
2/8/2023	Raymond James & Associates	1,579,809	$73.54M	0.1%	+10.4%	2.283%
2/8/2023	Hudock Inc.	207,779	$9.67M	3.3%	-2.4%	0.300%
2/8/2023	UBS Group AG	1,689,474	$78.65M	0.0%	+5.5%	2.441%
2/8/2023	Prospera Financial Services Inc	1,161,252	$54.06M	2.7%	-42.0%	1.678%
2/8/2023	Cambridge Investment Research Advisors Inc.	299,930	$13.96M	0.1%	+4.6%	0.433%
2/8/2023	Lincoln National Corp	19,154	$0.89M	0.0%	+8.3%	0.028%
2/8/2023	Main Street Financial Solutions LLC	50,519	$2.35M	0.4%	-58.8%	0.073%
2/7/2023	Cassaday & Co Wealth Management LLC	5,000	$0.23M	0.0%	N/A	0.007%
2/7/2023	Nations Financial Group Inc. IA ADV	5,356	$0.25M	0.0%	N/A	0.008%
2/7/2023	Commonwealth Equity Services LLC	3,021,357	$140.64M	0.3%	+23.4%	4.366%
2/7/2023	Benjamin F. Edwards & Company Inc.	25,254	$1.18M	0.1%	-65.6%	0.036%
2/7/2023	Keystone Financial Group	49,462	$2.30M	0.5%	-3.6%	0.071%
2/7/2023	Formidable Asset Management LLC	7,844	$0.37M	0.1%	+3.8%	0.011%
2/7/2023	LPL Financial LLC	3,061,438	$142.51M	0.1%	+12.7%	4.424%
2/7/2023	IFP Advisors Inc	139,392	$4.25M	0.1%	+2.4%	0.201%
2/7/2023	LWM Advisory Services LLC	13,423	$0.63M	0.7%	-4.7%	0.019%
2/7/2023	Envestnet Asset Management Inc.	592,148	$27.57M	0.0%	+95.2%	0.856%
2/7/2023	Valmark Advisers Inc.	71,381	$3.32M	0.1%	N/A	0.103%
2/6/2023	WealthTrust Asset Management LLC	4,801	$0.22M	0.2%	N/A	0.007%
2/6/2023	Aspen Investment Management Inc	4,600	$0.21M	0.1%	N/A	0.007%
2/6/2023	Intrepid Capital Management Inc.	7,837	$0.37M	0.3%	-15.2%	0.011%
2/6/2023	Synovus Financial Corp	18,111	$0.84M	0.0%	+4.6%	0.026%
2/6/2023	Kaydan Wealth Management Inc.	8,253	$0.38M	0.2%	N/A	0.012%
2/6/2023	Concentrum Wealth Management	130,201	$6.06M	5.4%	+4.5%	0.188%
2/6/2023	AlphaMark Advisors LLC	8,350	$0.39M	0.2%	+193.0%	0.012%
2/6/2023	Cottonwood Capital Advisors LLC	58,273	$2.71M	2.4%	-13.6%	0.084%
2/6/2023	Ibex Wealth Advisors	19,362	$0.90M	0.2%	N/A	0.028%
2/6/2023	Signature Wealth Management Partners LLC	9,919	$0.46M	0.5%	+37.0%	0.014%
2/3/2023	Ausdal Financial Partners Inc.	17,077	$0.80M	0.1%	+11.8%	0.025%
2/3/2023	Cutter & CO Brokerage Inc.	12,538	$0.58M	0.2%	-1.9%	0.018%

2/3/2023	Ellevest Inc.	2,474	$0.12M	0.0%	N/A	0.004%
2/3/2023	D.A. Davidson & CO.	430,054	$20.02M	0.2%	+6.8%	0.623%
2/3/2023	Fisher Asset Management LLC	5,167	$0.24M	0.0%	N/A	0.007%
2/3/2023	Spire Wealth Management	17,467	$0.81M	0.0%	+28.9%	0.025%
2/2/2023	Luken Investment Analytics LLC	1,275	$59K	0.0%	N/A	0.002%
2/2/2023	Raymond James Trust N.A.	27,687	$1.29M	0.0%	-3.4%	0.040%
2/1/2023	AMJ Financial Wealth Management	5,743	$0.27M	0.2%	N/A	0.008%
2/1/2023	CWM LLC	276,688	$12.88M	0.1%	+0.4%	0.401%
2/1/2023	Cedar Brook Financial Partners LLC	17,583	$0.82M	0.2%	+11.0%	0.025%
2/1/2023	Creative Financial Designs Inc. ADV	46,450	$2.16M	0.3%	+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

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First Trust Dorsey Wright Focus 5 ETF - FV Institutional Ownership

FV Institutional Buying and Selling by Quarter

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

FV Institutional Ownership - Frequently Asked Questions

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First Trust Dorsey Wright Focus 5 ETF - FV Institutional Ownership

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

FV Institutional Buying and Selling by Quarter

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

FV Institutional Ownership - Frequently Asked Questions