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

First Trust Dorsey Wright Focus 5 ETF logo
$74.34 -0.26 (-0.35%)
Closing price 10/13/2026 03:59 PM Eastern
Extended Trading
$74.43 +0.09 (+0.12%)
As of 10/13/2026 07:01 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
155
Total
Institutional Inflows
(last 12 months)
$133.55M
Number of
Institutional Sellers
(last 12 months)
152
Total
Institutional Outflows
(last 12 months)
$280.66M
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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
10/13/2026Accel Wealth Management21,658$1.59M0.3%-9.8%0.042%
10/13/2026Cascade Investment Group Inc.15,093$1.11M0.6%N/A0.029%
10/10/2026Armstrong Advisory Group Inc.418$31K0.0%-52.6%0.001%
10/9/2026Sound Income Strategies LLC4,415$328K0.0%-4.8%0.008%
10/9/2026First Heartland Consultants Inc.43,991$3.23M0.2%N/A0.085%
10/8/2026Farther Finance Advisors LLC60,109$4.41M0.0%+0.5%0.116%
10/8/2026CoreCap Advisors LLC20,986$1.54M0.0%-3.7%0.040%
10/8/2026Atwood & Palmer Inc.71,985$5.28M0.3%N/A0.139%
10/8/2026Kaydan Wealth Management Inc.6,850$503K0.2%-2.9%0.013%
10/7/2026American National Bank & Trust470$34K0.0%N/A0.001%
10/5/2026Ballew Advisors Inc17,999$1.33M0.7%-2.3%0.035%
10/1/2026 Burkett Financial Services LLC685$50K0.0%-17.0%0.001%
9/23/2026Envestnet Asset Management Inc.362,245$27.49M0.0%-6.9%0.699%
9/11/2026Bullseye Investment Management LLC1,500$114K0.1%N/A0.003%
9/9/2026Sequoia Financial Advisors LLC2,874$218K0.0%N/A0.006%
9/9/2026MCF Advisors LLC2,023$154K0.0%N/A0.004%
9/9/2026Lunt Capital Management Inc.39,549$3.00M1.1%-2.2%0.076%
9/9/2026Integrated Wealth Concepts LLC121,886$9.25M0.1%-1.6%0.235%
9/9/2026NewEdge Advisors LLC552,680$41.94M0.1%+0.5%1.064%
9/9/2026IFP Advisors Inc98,210$7.45M0.1%-3.2%0.189%
9/9/2026Baird Financial Group Inc.282,564$21.44M0.0%-17.7%0.544%
9/8/2026Allworth Financial LP16,945$1.29M0.0%-4.8%0.033%
9/8/2026Waverly Advisors LLC71,606$5.43M0.0%-1.0%0.138%
9/2/2026Citadel Advisors LLC10,938$830K0.0%-82.1%0.021%
8/23/2026Washington Trust Advisors Inc.464$35K0.0%N/A0.001%
8/23/2026Ameritas Advisory Services LLC25,480$1.93M0.0%+40.4%0.049%
8/22/2026Compass Financial Management LLC2,735$208K0.0%N/A0.005%
8/22/2026Elevation Wealth Management LLC2,716$206K0.2%N/A0.005%
8/22/2026Tudor Financial Inc.9,755$740K0.3%+313.9%0.019%
8/22/2026NWF Advisory Services Inc.5,661$430K0.0%-25.8%0.011%
8/22/2026Concurrent Investment Advisors LLC568,217$43.12M0.4%+1.0%1.094%
8/21/2026Montz Harcus Wealth Management LLC8,969$681K0.2%-39.3%0.017%
8/21/2026SkyOak Wealth LLC105,819$8.03M1.3%-1.8%0.204%
8/21/2026Acorn Wealth Advisors LLC7,326$556K0.1%N/A0.014%
8/20/2026Orgel Wealth Management LLC2,851$216K0.0%N/A0.005%
8/12/2026Compass Financial Management LLC2,735$208K0.0%N/A0.005%
7/10/2026Accel Wealth Management23,999$1.82M0.4%-5.5%0.046%
7/9/2026Professional Financial Advisors LLC2,981$226K0.0%N/A0.006%
7/8/2026Atwood & Palmer Inc.73,527$5.58M0.3%-8.9%0.141%
7/8/2026First Heartland Consultants Inc.44,211$3.36M0.2%+2.6%0.085%
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7/7/2026Quad Cities Investment Group LLC13,364$1.01M0.4%-3.8%0.026%
7/7/2026Dynamic Advisor Solutions LLC11,587$879K0.0%+108.5%0.022%
7/7/2026CoreCap Advisors LLC21,795$1.65M0.0%-1.1%0.042%
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%
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%
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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%


FV Institutional Ownership - Frequently Asked Questions

During the previous two years, 354 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 280 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 2,110,970 shares in the last 24 months. This purchase volume represents approximately $133.55M in transactions.

Of the 152 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 4,492,735 shares in the last 24 months. This volume of shares sold represents approximately $280.66M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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