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

$24.41
-0.63 (-2.52 %)
(As of 04/3/2020 02:15 PM ET)
Add
Today's Range
$24.41
Now: $24.41
$25.12
50-Day Range
$22.40
MA: $28.47
$33.96
52-Week Range
$19.04
Now: $24.41
$34.07
Volume5,252 shs
Average Volume522,370 shs
Market Capitalization$1.53 billion
P/E RatioN/A
Dividend Yield0.77%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter

First Trust Dorsey Wright Focus 5 ETF (NASDAQ FV) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
2/28/2020360 Financial Inc.13,797$0.46M0.3%N/A0.019%
2/27/2020Total Clarity Wealth Management Inc.1,100$35K0.0%N/A0.001%
2/27/2020Wealth Enhancement & Preservation of GA LLC257,401$8.11M4.1%N/A0.344%
2/26/2020Sunbelt Securities Inc.9,212$0.29M0.0%-5.4%0.012%
2/20/2020Cornerstone Wealth Management LLC26,268$0.83M0.1%+10.6%0.035%
2/18/2020Equitable Holdings Inc.73,203$2.31M0.0%N/A0.097%
2/18/2020IHT Wealth Management LLC8,623$0.27M0.0%-20.4%0.011%
2/18/2020Titus Wealth Management24,155$0.76M0.8%-3.2%0.032%
2/18/2020Belpointe Asset Management LLC13,281$0.42M0.1%-9.4%0.018%
2/18/2020Ameritas Investment Company LLC18,807$0.59M0.1%+9.7%0.025%
2/17/2020Baird Financial Group Inc.290,695$9.17M0.0%+17.4%0.385%
2/17/2020Ladenburg Thalmann Financial Services Inc.310,340$9.81M0.1%-7.8%0.411%
2/14/2020Jane Street Group LLC31,572$1M0.0%-19.1%0.042%
2/14/2020Ancora Advisors LLC1,200$38K0.0%N/A0.002%
2/14/2020Bank of America Corp DE2,215,835$69.93M0.0%-5.4%2.929%
2/14/2020Bank of New York Mellon Corp14,253$0.45M0.0%-5.3%0.019%
2/14/2020UBS Group AG1,941,715$61.28M0.0%-3.0%2.567%
2/13/2020Strategy Asset Managers LLC6,829$0.22M0.1%N/A0.009%
2/13/2020Emerald Investment Partners LLC9,203$0.29M0.1%-14.0%0.012%
2/13/2020Northwestern Mutual Wealth Management Co.1,450$46K0.0%-25.6%0.002%
2/13/2020Formidable Asset Management LLC15,412$0.51M0.2%N/A0.020%
2/13/2020Capital Asset Advisory Services LLC20,861$0.70M0.2%-8.7%0.028%
2/13/2020Stifel Financial Corp658,390$20.73M0.0%+8.9%0.870%
2/13/2020Claraphi Advisory Network LLC7,505$0.24M0.1%-6.4%0.010%
2/13/2020Pensionmark Financial Group LLC14,563$0.46M0.2%+4.2%0.019%
2/13/2020Financial Advocates Investment Management60,904$1.92M0.2%+5.3%0.081%
2/12/2020Advisor Group Inc.1,390,939$43.90M0.3%+1.2%1.839%
2/12/2020Prospera Financial Services Inc4,156,109$131.17M10.1%+5.0%5.494%
2/12/2020Raymond James & Associates1,601,566$50.55M0.1%+3.7%2.117%
2/12/2020Raymond James Financial Services Advisors Inc.1,667,853$52.64M0.2%+1.5%2.205%
2/12/2020Citigroup Inc.161,920$5.11M0.0%-0.3%0.214%
2/12/2020RPg Family Wealth Advisory LLC23,740$0.75M0.4%+14.2%0.031%
2/11/2020Cutter & CO Brokerage Inc.16,879$0.53M0.2%-11.8%0.022%
2/11/2020Cascadia Advisory Services LLC18,723$0.59M0.2%N/A0.025%
2/11/2020Professional Financial Advisors LLC51,788$1.63M1.6%N/A0.068%
2/11/2020Atria Investments LLC28,511$0.90M0.0%+1.3%0.038%
2/11/2020Envestnet Asset Management Inc.225,541$7.12M0.0%+12.5%0.298%
2/11/2020Sargent Investment Group LLC27,431$0.87M0.3%-15.7%0.036%
2/11/2020Mutual Advisors LLC58,450$1.85M0.2%-8.4%0.077%
2/11/2020QP Wealth Management LLC13,692$0.44M0.5%N/A0.018%
2/10/2020Western Wealth Management LLC318,556$9.69M1.5%+1,554.8%0.421%
2/10/2020National Asset Management Inc.28,184$0.89M0.1%-5.5%0.037%
2/10/2020First Allied Advisory Services Inc.73,069$2.31M0.1%+151.0%0.096%
2/10/2020Private Advisor Group LLC460,674$14.54M0.2%+4.2%0.608%
2/10/2020Cetera Advisors LLC54,964$1.73M0.1%-13.6%0.073%
2/10/2020Cetera Investment Advisers67,304$2.12M0.2%+2.4%0.089%
2/10/2020Cetera Advisor Networks LLC1,342,882$42.38M1.1%-0.2%1.773%
2/7/2020IFG Advisory LLC80,040$2.53M0.5%-5.5%0.106%
2/7/2020Resources Investment Advisors LLC.100,328$3.17M0.2%+3.8%0.132%
2/7/2020FMR LLC3,635$0.12M0.0%+174.1%0.005%
2/7/2020Quaker Wealth Management LLC75,335$2.38M1.4%N/A0.099%
2/7/2020SRS Capital Advisors Inc.11,792$0.37M0.1%-7.2%0.016%
2/7/2020SNS Financial Group LLC161,095$5.08M0.9%-2.5%0.213%
2/7/2020Lincoln National Corp6,577$0.21M0.0%N/A0.009%
2/7/2020HCR Wealth Advisors27,340$0.86M0.2%+49.7%0.036%
2/7/2020Independent Advisor Alliance160,594$5.07M0.2%N/A0.212%
2/7/2020Oppenheimer & Co. Inc.45,092$1.42M0.0%-63.1%0.059%
2/7/2020PNC Financial Services Group Inc.75,617$2.39M0.0%-9.0%0.100%
2/7/2020Great Diamond Partners LLC1,000$31K0.0%N/A0.001%
2/6/2020Benjamin F. Edwards & Company Inc.141,469$4.47M0.3%+1.6%0.186%
2/6/2020Secure Asset Management LLC134,281$4.24M3.0%N/A0.176%
2/6/2020Pinnacle Financial Partners Inc.1,000$32K0.0%N/A0.001%
2/6/2020Cedar Brook Financial Partners LLC40,386$1.28M0.5%-41.9%0.053%
2/6/2020Keystone Financial Group11,457$0.36M0.1%-4.9%0.015%
2/5/2020Atwood & Palmer Inc.206,016$6.50M0.8%-1.1%0.270%
2/4/2020Advisory Services Network LLC15,980$0.50M0.0%-40.5%0.021%
2/4/2020Virtu Financial LLC8,810$0.28M0.0%-79.5%0.012%
2/4/2020Cambridge Investment Research Advisors Inc.1,059,506$33.44M0.3%-14.4%1.389%
2/4/2020Capital Investment Advisory Services LLC21,927$0.69M0.2%+12.2%0.029%
2/3/2020Sigma Planning Corp41,559$1.31M0.1%-21.7%0.054%
1/31/2020Valmark Advisers Inc.26,288$0.83M0.0%+10.1%0.034%
1/30/2020Sargent Investment Group LLC27,431$0.87M0.3%-15.7%0.036%
1/30/2020Cedar Mountain Advisors LLC1,480$47K0.0%N/A0.002%
1/30/2020Private Advisory Group LLC10,409$0.33M0.1%+48.8%0.014%
1/30/2020RDA Financial Network17,092$0.55M0.2%-4.3%0.022%
1/29/2020Kovack Advisors Inc.11,255$0.36M0.1%N/A0.015%
1/29/2020Stratos Wealth Partners LTD.182,258$5.75M0.2%-0.9%0.239%
1/29/2020Koshinski Asset Management Inc.127,189$4M0.7%N/A0.167%
1/29/2020Regal Investment Advisors LLC102,182$3.23M0.6%+3.9%0.134%
1/28/2020Moors & Cabot Inc.90,357$2.85M0.3%+3.7%0.118%
1/28/2020Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,409$0.33M0.1%N/A0.014%
1/28/2020Quad Cities Investment Group LLC38,051$1.20M1.1%+2.8%0.050%
1/27/2020Security National Trust Co.4,325$0.14M0.0%N/A0.006%
1/27/2020CWM LLC143,278$4.52M0.1%-0.4%0.187%
1/27/2020LexAurum Advisors LLC110,171$3.48M1.7%-10.0%0.144%
1/24/2020Intl Fcstone Inc.17,609$0.56M0.2%+3.8%0.023%
1/24/2020Beacon Financial Advisory LLC11,281$0.36M0.3%N/A0.015%
1/24/2020Valeo Financial Advisors LLC2,152$68K0.0%+617.3%0.003%
1/23/2020J.W. Cole Advisors Inc.10,550$0.33M0.0%N/A0.014%
1/21/2020Janney Montgomery Scott LLC485,816$15.33M0.1%-6.0%0.633%
1/17/2020Creative Financial Designs Inc. ADV19,351$0.62M0.3%+46.9%0.025%
1/17/2020Steward Partners Investment Advisory LLC99,014$3.12M0.1%+10.3%0.129%
1/17/2020Strid Group LLC803,947$25.37M8.1%-2.8%1.045%
1/17/2020Clear Creek Financial Management LLC92,777$3M1.2%-6.6%0.121%
1/17/2020IFP Advisors Inc100,965$3.20M0.2%-29.1%0.131%
1/16/2020We Are One Seven LLC143,952$4.54M1.2%-3.3%0.187%
1/16/2020Wedbush Securities Inc.109,527$3.46M0.3%+38.0%0.142%
1/15/2020AE Wealth Management LLC15,042$0.48M0.0%+27.1%0.020%
1/15/2020Concentrum Wealth Management137,983$4.36M4.9%+0.7%0.179%
1/14/2020Ballew Advisors Inc30,355$0.98M0.8%-8.4%0.039%
(Data available from 1/1/2016 forward)
This page was last updated on 4/3/2020 by MarketBeat.com Staff

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