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

$55.93

+0.69 (+1.25%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Options Chain Ownership Short Interest Trends

Number of Institutional Buyers (last 12 months): 145
Total Institutional Inflows (last 12 months): $292.77M

Number of Institutional Sellers (last 12 months): 143
Total Institutional Outflows (last 12 months): $246.19M

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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
7/26/2024	Harbour Investments Inc.	30,058	$1.72M	0.1%	-8.9%	0.046%
7/26/2024	Cambridge Investment Research Advisors Inc.	445,320	$25.50M	0.1%	-17.2%	0.680%
7/26/2024	Saxony Capital Management LLC	5,507	$315K	0.3%	-6.3%	0.008%
7/26/2024	Signature Estate & Investment Advisors LLC	17,855	$1.02M	0.0%	N/A	0.027%
7/25/2024	First Heartland Consultants Inc.	55,056	$3.15M	0.2%	-0.7%	0.084%
7/25/2024	MinichMacGregor Wealth Management LLC	254,041	$14.55M	3.5%	+0.3%	0.388%
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7/25/2024	Raymond James Trust N.A.	4,150	$238K	0.0%	-23.2%	0.006%
7/25/2024	POM Investment Strategies LLC	89,222	$5.11M	4.1%	-6.6%	0.136%
7/25/2024	SNS Financial Group LLC	17,040	$976K	0.1%	-3.3%	0.026%
7/24/2024	Secure Asset Management LLC	176,396	$10.10M	1.9%	-18.9%	0.269%
7/24/2024	&PARTNERS	9,417	$539K	0.0%	+26.5%	0.014%
7/23/2024	Geneos Wealth Management Inc.	81,372	$4.66M	0.2%	+1.9%	0.124%
7/23/2024	Private Advisory Group LLC	23,942	$1.37M	0.2%	-22.0%	0.037%
7/23/2024	Madison Park Capital Advisors LLC	13,831	$792K	0.7%	-2.5%	0.021%
7/23/2024	Concourse Financial Group Securities Inc.	69,223	$3.96M	0.2%	+5.2%	0.106%
7/22/2024	Atria Wealth Solutions Inc.	30,237	$1.73M	0.0%	-49.5%	0.046%
7/22/2024	Fifth Third Bancorp	941	$54K	0.0%	-16.1%	0.001%
7/20/2024	Madrona Financial Services LLC	487,568	$27.92M	8.6%	-2.1%	0.744%
7/20/2024	Raymond James Financial Services Advisors Inc.	935,921	$53.60M	0.1%	-2.8%	1.429%
7/20/2024	Milestone Asset Management LLC	7,995	$458K	0.1%	N/A	0.012%
7/20/2024	Apollon Wealth Management LLC	99,761	$5.71M	0.2%	-0.7%	0.152%
7/19/2024	Western Wealth Management LLC	20,748	$1.19M	0.1%	+6.7%	0.032%
7/19/2024	Raymond James & Associates	1,624,886	$93.05M	0.1%	-4.3%	2.479%
7/19/2024	Oakworth Capital Inc.	3,000	$172K	0.0%	-50.0%	0.005%
7/18/2024	Brookstone Capital Management	3,659	$211K	0.0%	-7.7%	0.006%
7/18/2024	Professional Financial Advisors LLC	3,494	$200K	0.1%	N/A	0.005%
7/17/2024	AlphaMark Advisors LLC	5,000	$286K	0.1%	-12.3%	0.008%
7/17/2024	Ballew Advisors Inc	18,965	$1.12M	0.8%	-1.3%	0.029%
7/17/2024	Strid Group LLC	233,900	$13.40M	2.2%	-12.0%	0.357%
7/17/2024	Cottonwood Capital Advisors LLC	50,184	$2.91M	2.3%	-3.3%	0.077%
7/16/2024	Envestnet Portfolio Solutions Inc.	15,732	$901K	0.0%	+5.8%	0.024%
7/16/2024	Wealth Enhancement Advisory Services LLC	35,139	$2.01M	0.0%	+0.9%	0.054%
7/15/2024	Signature Wealth Management Partners LLC	4,024	$230K	0.2%	-6.4%	0.006%
7/15/2024	Fifth Third Securities Inc.	3,514	$201K	0.0%	-94.8%	0.005%
7/15/2024	RFG Advisory LLC	19,773	$1.13M	0.0%	-2.2%	0.030%
7/13/2024	Quad Cities Investment Group LLC	18,261	$1.05M	0.6%	-4.4%	0.028%
7/13/2024	HFG Advisors Inc.	139,491	$7.99M	7.5%	-2.8%	0.213%
7/13/2024	Muirfield Wealth Advisors LLC	52,037	$2.98M	2.8%	+5.0%	0.079%
7/12/2024	Carr Financial Group Corp	40,225	$2.30M	0.7%	+149.5%	0.061%
7/12/2024	Atlas Private Wealth Advisors	45,636	$2.61M	0.4%	+109.8%	0.070%
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7/12/2024	Register Financial Advisors LLC	1,936	$111K	0.1%	+11.5%	0.003%
7/12/2024	Accel Wealth Management	37,653	$2.16M	0.9%	-2.0%	0.057%
7/10/2024	Csenge Advisory Group	7,943	$455K	0.0%	-3.1%	0.012%
7/10/2024	Simplicity Wealth LLC	7,458	$427K	0.0%	-11.2%	0.011%
7/10/2024	Atwood & Palmer Inc.	307,358	$17.60M	1.3%	-0.6%	0.469%
7/10/2024	CWM LLC	286,282	$16.39M	0.1%	+0.3%	0.437%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	1,510	$86K	0.0%	N/A	0.002%
7/2/2024	GAMMA Investing LLC	7,423	$425K	0.1%	+318.0%	0.011%
6/28/2024	Bright Futures Wealth Management LLC.	15,637	$894K	0.5%	N/A	0.024%
5/24/2024	Cetera Advisor Networks LLC	355,325	$20.34M	0.1%	-6.4%	0.536%
5/24/2024	Cetera Advisors LLC	74,489	$4.26M	0.0%	+101.2%	0.112%
5/24/2024	Cetera Investment Advisers	535,013	$30.62M	0.1%	+311.9%	0.807%
5/21/2024	Atria Investments Inc	22,427	$1.28M	0.0%	-0.8%	0.034%
5/17/2024	Comerica Bank	88,799	$5.08M	0.0%	-1.0%	0.134%
5/16/2024	B. Riley Wealth Advisors Inc.	12,315	$705K	0.0%	+3.4%	0.019%
5/14/2024	Axxcess Wealth Management LLC	7,425	$425K	0.0%	-6.9%	0.011%
5/11/2024	Trustmark National Bank Trust Department	16,378	$937K	0.1%	+13.9%	0.025%
5/10/2024	Osaic Holdings Inc.	1,230,106	$70.37M	0.2%	-11.6%	1.855%
5/9/2024	HBK Sorce Advisory LLC	4,672	$267K	0.0%	N/A	0.007%
5/9/2024	Kingsview Wealth Management LLC	6,285	$360K	0.0%	-17.7%	0.009%
5/9/2024	Endowment Wealth Management Inc.	3,552	$203K	0.2%	-92.9%	0.005%
5/9/2024	Koshinski Asset Management Inc.	3,699	$212K	0.0%	-68.4%	0.006%
5/8/2024	US Bancorp DE	23,429	$1.34M	0.0%	-4.5%	0.035%
5/8/2024	Thoroughbred Financial Services LLC	7,938	$454K	0.0%	-35.5%	0.012%
5/7/2024	Concurrent Investment Advisors LLC	548,616	$31.40M	1.2%	-4.2%	0.827%
5/7/2024	Oppenheimer & Co. Inc.	27,115	$1.55M	0.0%	+2.8%	0.041%
5/6/2024	Envestnet Portfolio Solutions Inc.	14,869	$851K	0.0%	+51.5%	0.022%
5/6/2024	Manchester Capital Management LLC	5,700	$326K	0.0%	+7.5%	0.009%
5/6/2024	Advisory Alpha LLC	19,204	$1.10M	0.0%	-2.1%	0.029%
5/4/2024	SPC Financial Inc.	87,557	$5.01M	0.5%	+12.9%	0.132%
5/4/2024	Geneos Wealth Management Inc.	79,866	$4.57M	0.2%	+1.2%	0.120%
5/4/2024	Csenge Advisory Group	8,196	$469K	0.0%	N/A	0.012%
5/2/2024	Mutual Advisors LLC	38,741	$2.22M	0.1%	-1.8%	0.058%
5/1/2024	StoneX Group Inc.	17,726	$1.01M	0.1%	-4.0%	0.027%
5/1/2024	Janney Montgomery Scott LLC	516,085	$29.54M	0.1%	-0.3%	0.778%
5/1/2024	Concourse Financial Group Securities Inc.	65,777	$3.76M	0.2%	+24.4%	0.099%
4/30/2024	Private Advisor Group LLC	310,526	$17.77M	0.1%	-3.1%	0.468%
4/30/2024	J.W. Cole Advisors Inc.	6,261	$358K	0.0%	+3.9%	0.009%
4/30/2024	Saxony Capital Management LLC	5,877	$336K	0.4%	-13.5%	0.009%
4/30/2024	Arkadios Wealth Advisors	45,722	$2.62M	0.2%	-16.7%	0.069%
4/30/2024	SkyOak Wealth LLC	119,485	$6.84M	1.6%	-0.3%	0.180%
4/30/2024	Unionview LLC	83,976	$4.81M	4.0%	+1.7%	0.127%
4/29/2024	Commonwealth Equity Services LLC	2,879,745	$164.81M	0.3%	-3.8%	4.344%
4/29/2024	Benjamin Edwards Inc.	711	$41K	0.0%	+47.8%	0.001%
4/29/2024	Benjamin F. Edwards & Company Inc.	22,758	$1.30M	0.0%	-3.3%	0.034%
4/29/2024	Onyx Bridge Wealth Group LLC	6,574	$360K	0.1%	-12.0%	0.010%
4/27/2024	Signature Wealth Management Partners LLC	4,297	$246K	0.2%	-14.8%	0.006%
4/26/2024	Trueblood Wealth Management LLC	10,398	$595K	0.3%	-3.2%	0.016%
4/26/2024	Cottonwood Capital Advisors LLC	51,901	$2.82M	2.2%	-6.1%	0.078%
4/26/2024	Clear Creek Financial Management LLC	16,078	$920K	0.1%	-1.8%	0.024%
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4/26/2024	Carr Financial Group Corp	16,121	$923K	0.3%	+50.4%	0.024%
4/25/2024	Capital Investment Advisory Services LLC	19,617	$1.12M	0.1%	-4.9%	0.030%
4/25/2024	L.M. Kohn & Company	21,605	$1.24M	0.3%	+57.2%	0.033%
4/25/2024	Eudaimonia Advisors LLC	12,353	$707K	0.4%	+2.9%	0.019%
4/25/2024	Summit Financial LLC	9,195	$526K	0.0%	+3.1%	0.014%
4/25/2024	Cambridge Investment Research Advisors Inc.	538,080	$30.79M	0.1%	+47.8%	0.810%
4/24/2024	Strid Group LLC	265,688	$15.21M	2.7%	-6.4%	0.400%
4/24/2024	Simplicity Wealth LLC	8,402	$481K	0.0%	N/A	0.013%
4/24/2024	NBT Bank N A NY	29,950	$1.71M	0.1%	-5.5%	0.045%
4/23/2024	Lunt Capital Management Inc.	27,077	$1.55M	0.8%	+26.5%	0.041%

(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, 295 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 ($164.81M), UBS Group AG ($106.75M), Raymond James & Associates ($93.05M), and Bank of America Corp DE ($88.91M).Learn more on FV's institutional investors.
Which institutional investors have been buying First Trust Dorsey Wright Focus 5 ETF stock?: Of the 253 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: LPL Financial LLC ($1.52M), Prospera Financial Services Inc ($1.27M), Commonwealth Equity Services LLC ($895.58K), Wells Fargo & Company MN ($825.75K), UBS Group AG ($815.70K), 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 16,972,030 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

Which First Trust Dorsey Wright Focus 5 ETF major shareholders have been selling company stock?: Of the 181 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 ($1.72M), Raymond James Financial Services Advisors Inc. ($1.19M), Morgan Stanley ($1.00M), Wells Fargo & Company MN ($508.65K), Osaic Holdings Inc. ($335.60K), Commonwealth Equity Services LLC ($328.86K), and LPL Financial LLC ($290.11K).
How much institutional selling is happening at First Trust Dorsey Wright Focus 5 ETF?: Institutional investors have sold a total of 9,113,324 shares in the last 24 months. This volume of shares sold represents approximately $575.88M in transactions.