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

First Trust Dorsey Wright Focus 5 ETF logo
$72.53 +0.02 (+0.03%)
As of 07/2/2026 03:59 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)
169
Total
Institutional Inflows
(last 12 months)
$167.12M
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$343.89M
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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
6/18/2026Western Wealth Management LLC21,019$1.27M0.0%-1.5%0.040%
6/8/2026Pine Valley Investments Ltd Liability Co7,868$476K0.0%-2.9%0.015%
6/3/2026NewEdge Advisors LLC549,888$33.23M0.1%-40.9%1.043%
5/19/2026Western Wealth Management LLC21,019$1.27M0.0%-1.5%0.040%
5/19/2026NewEdge Advisors LLC252,798$15.28M0.3%-72.8%0.480%
5/19/2026Bank of America Corp DE1,180,641$71.36M0.0%-6.4%2.240%
5/19/2026Arkadios Wealth Advisors37,950$2.29M0.0%-11.4%0.072%
5/19/2026IFS Group LLC8,705$526K0.5%N/A0.017%
5/18/2026Royal Bank of Canada757,619$45.79M0.0%-9.0%1.438%
5/16/2026Quantinno Capital Management LP17,375$1.05M0.0%+86.9%0.033%
5/15/2026Gateway Wealth Partners LLC214,630$12.97M0.5%+99.2%0.407%
5/14/2026Hilltop Holdings Inc.17,501$1.06M0.1%-18.0%0.033%
5/13/2026Cetera Investment Advisers403,640$24.40M0.0%+0.9%0.766%
5/13/2026First Citizens Bank & Trust Co.9,956$602K0.0%-6.9%0.019%
5/8/2026PNC Financial Services Group Inc.13,493$815K0.0%-13.6%0.026%
5/7/2026Lowe Brockenbrough & Co. Inc.5,800$351K0.0%-10.1%0.011%
5/7/2026Spartan Wealth Advisory Services LLC9,343$565K0.0%N/A0.018%
5/7/2026WealthTrust Asset Management LLC4,840$293K0.2%+11.6%0.009%
5/6/2026Bartlett & CO. Wealth Management LLC965$64K0.0%N/A0.002%
5/6/2026Advisortrust Partners LLC10,029$606K0.3%+73.1%0.019%
5/6/2026Forty three Eighteen Advisors LLC21,718$1.31M1.0%-1.1%0.041%
5/6/2026Assetmark Inc.10,758$650K0.0%+38.1%0.020%
5/6/2026Allspring Global Investments Holdings LLC3,825$233K0.0%N/A0.007%
5/6/2026Independent Financial Group LLC27,823$1.68M0.1%N/A0.053%
5/5/2026D.A. Davidson & CO.398,503$24.09M0.1%-2.2%0.756%
5/5/2026Geneos Wealth Management Inc.243,531$14.72M0.3%-2.7%0.462%
5/5/2026Sanctuary Advisors LLC64,069$3.87M0.0%-1.4%0.122%
5/4/2026Milestones Private Investment Advisors LLC4,814$291K0.3%-16.8%0.009%
5/4/2026NWF Advisory Services Inc.7,634$461K0.1%+25.3%0.014%
5/4/2026Tradewinds LLC.4,536$303K0.1%N/A0.009%
5/2/2026International Assets Investment Management LLC5,535$337K0.0%-37.8%0.010%
5/2/2026Valmark Advisers Inc.98,725$5.97M0.1%-1.9%0.187%
5/1/2026Fifth Third Bancorp74,919$4.53M0.0%N/A0.142%
5/1/2026Petix & Botte Co50,250$3.04M0.7%+14.3%0.095%
4/30/2026Waterfront Wealth Inc.31,269$1.89M0.3%-1.4%0.059%
4/30/2026SkyOak Wealth LLC107,748$6.51M1.2%+0.3%0.204%
4/30/2026Kestra Advisory Services LLC87,664$5.30M0.0%+12.8%0.166%
4/29/2026Richmond Investment Services LLC32,448$1.96M0.3%-0.6%0.062%
4/29/2026Montz Harcus Wealth Management LLC14,765$892K0.4%+27.7%0.028%
4/28/2026Stephens Inc. AR16,029$969K0.0%+2.4%0.030%
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4/28/2026NBT Bank N A NY20,159$1.22M0.1%+15,899.2%0.038%
4/28/2026QRG Capital Management Inc.3,525$213K0.0%N/A0.007%
4/27/2026PFG Investments LLC86,943$5.26M0.2%-32.3%0.164%
4/27/2026World Investment Advisors21,048$1.27M0.0%-20.9%0.040%
4/27/2026Private Advisor Group LLC346,335$20.93M0.1%+22.9%0.652%
4/27/2026Sound Income Strategies LLC5,249$320K0.0%-6.1%0.010%
4/23/2026Apollon Wealth Management LLC57,176$3.46M0.1%-12.1%0.107%
4/21/2026Pinnacle Wealth Management Advisory Group LLC14,720$890K0.1%N/A0.028%
4/21/2026Topsail Wealth Management LLC15,622$944K0.1%+2.1%0.029%
4/20/2026Kestra Private Wealth Services LLC34,248$2.07M0.0%-9.9%0.064%
4/20/2026MinichMacGregor Wealth Management LLC14,253$861K0.2%-5.8%0.027%
4/20/2026RFG Advisory LLC18,376$1.11M0.0%-1.3%0.035%
4/17/2026Cottonwood Capital Advisors LLC35,736$2.16M1.5%-2.4%0.067%
4/15/2026Nations Financial Group Inc. IA ADV12,171$736K0.0%-3.2%0.023%
3/17/2026Forty three Eighteen Advisors LLC21,957$1.38M1.1%N/A0.040%
3/17/2026Rockefeller Capital Management L.P.400,464$25.20M0.0%+9.2%0.723%
3/13/2026World Investment Advisors26,602$1.67M0.0%+15.9%0.048%
3/10/2026Advisortrust Partners LLC5,794$365K0.2%N/A0.010%
3/9/2026Corient Private Wealth LLC64,605$4.07M0.0%N/A0.117%
3/6/2026Redwood Family Wealth LLC10,435$657K0.6%N/A0.019%
3/5/2026Worthington Financial Partners LLC11,275$709K0.6%N/A0.020%
3/3/2026NWF Advisory Services Inc.6,093$383K0.0%-27.1%0.011%
2/26/2026TD Capital Management LLC798$50K0.0%N/A0.001%
2/19/2026Axxcess Wealth Management LLC31,302$1.97M0.0%+1.9%0.057%
2/19/2026Corient Private Wealth LLC64,605$4.07M0.0%N/A0.117%
2/18/2026Ameriflex Group Inc.557$35K0.0%-61.8%0.001%
2/18/2026Mercer Global Advisors Inc. ADV4,477$282K0.0%-5.0%0.008%
2/18/2026Raymond James Financial Inc.2,084,809$131.18M0.0%-7.6%3.763%
2/18/2026NewEdge Advisors LLC929,696$58.50M0.2%-1.2%1.678%
2/18/2026Empowered Funds LLC5,965$375K0.0%N/A0.011%
2/18/2026VestGen Advisors LLC44,803$2.82M0.1%+2.1%0.081%
2/18/2026Millennium Management LLC3,879$244K0.0%N/A0.007%
2/18/2026Engineers Gate Manager LP6,330$398K0.0%N/A0.011%
2/18/2026Claro Advisors Inc.61,129$3.85M0.5%-5.3%0.110%
2/17/2026AQR Capital Management LLC57,910$3.64M0.0%+1.4%0.105%
2/17/2026Cetera Investment Advisers399,891$25.16M0.0%-19.2%0.722%
2/17/2026Hilltop Holdings Inc.21,351$1.34M0.1%-10.3%0.039%
2/17/2026Equitable Holdings Inc.44,194$2.78M0.0%-4.4%0.080%
2/17/2026Kovack Advisors Inc.18,981$1.19M0.1%N/A0.034%
2/17/2026Regal Investment Advisors LLC169,429$10.66M0.6%+1.7%0.306%
2/17/2026Osaic Holdings Inc.771,125$48.53M0.1%-14.8%1.392%
2/17/2026Advisory Services Network LLC16,204$1.02M0.0%-18.7%0.029%
2/17/2026Private Advisor Group LLC281,906$17.74M0.1%+25.2%0.509%
2/17/2026Clark Capital Management Group Inc.21,648$1.36M0.0%+1.4%0.039%
2/17/2026Captrust Financial Advisors17,295$1.09M0.0%-5.6%0.031%
2/17/2026&PARTNERS78,088$4.91M0.0%+10.9%0.141%
2/17/2026Royal Bank of Canada832,295$52.37M0.0%-28.0%1.502%
2/16/2026Sargent Investment Group LLC8,470$533K0.1%N/A0.015%
2/16/2026MML Investors Services LLC82,438$5.19M0.0%-31.9%0.149%
2/16/2026Mariner LLC31,019$1.95M0.0%-1.2%0.056%
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2/16/2026Arax Advisory Partners10,136$638K0.0%N/A0.018%
2/16/2026Aptus Capital Advisors LLC10,090$635K0.0%-11.7%0.018%
2/13/2026Kestra Advisory Services LLC77,721$4.89M0.0%+23.4%0.140%
2/13/2026360 Financial Inc.3,489$220K0.1%-34.2%0.006%
2/13/2026Visionary Wealth Advisors10,499$661K0.0%-16.4%0.019%
2/13/2026Stifel Financial Corp440,507$27.72M0.0%-6.5%0.795%
2/13/2026Morgan Stanley5,675,249$357.09M0.0%-5.6%10.244%
2/13/2026Arkadios Wealth Advisors42,853$2.70M0.1%-0.9%0.077%
2/13/2026Integrated Wealth Concepts LLC158,429$9.97M0.1%-4.4%0.286%
2/13/2026Ausdal Financial Partners Inc.9,220$580K0.0%-10.3%0.017%


FV Institutional Ownership - Frequently Asked Questions

During the previous two years, 358 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 285 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 LPL Financial LLC ($317.04K).

Institutional investors have bought a total of 2,725,617 shares in the last 24 months. This purchase volume represents approximately $167.12M in transactions.

Of the 175 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 ($1.35M), Commonwealth Equity Services LLC ($524.88K), Raymond James Financial Inc. ($507.93K), Royal Bank of Canada ($398.88K), Morgan Stanley ($338.33K), LPL Financial LLC ($311.14K), and Bank of America Corp DE ($261.26K).

Institutional investors have sold a total of 5,605,794 shares in the last 24 months. This volume of shares sold represents approximately $343.89M in transactions.


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This page (NASDAQ:FV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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