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

First Trust Dorsey Wright Focus 5 ETF logo
$67.52 +1.02 (+1.53%)
As of 03:40 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)
172
Total
Institutional Inflows
(last 12 months)
$196.25M
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$286.50M
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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
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%
5/2/2026 International Assets Investment Management LLC5,535$337K0.0%-37.8%0.010%
5/2/2026 Valmark Advisers Inc.98,725$5.97M0.1%-1.9%0.187%
5/1/2026 Fifth Third Bancorp74,919$4.53M0.0%N/A0.142%
5/1/2026 Petix & Botte Co50,250$3.04M0.7%+14.3%0.095%
4/30/2026 Waterfront Wealth Inc.31,269$1.89M0.3%-1.4%0.059%
4/30/2026 SkyOak Wealth LLC107,748$6.51M1.2%+0.3%0.204%
4/30/2026 Kestra Advisory Services LLC87,664$5.30M0.0%+12.8%0.166%
4/29/2026 Richmond Investment Services LLC32,448$1.96M0.3%-0.6%0.062%
4/29/2026 Montz Harcus Wealth Management LLC14,765$892K0.4%+27.7%0.028%
4/28/2026 Stephens Inc. AR16,029$969K0.0%+2.4%0.030%
4/28/2026 NBT Bank N A NY20,159$1.22M0.1%+15,899.2%0.038%
4/28/2026 QRG Capital Management Inc.3,525$213K0.0%N/A0.007%
4/27/2026 PFG Investments LLC86,943$5.26M0.2%-32.3%0.164%
4/27/2026 World Investment Advisors21,048$1.27M0.0%-20.9%0.040%
4/27/2026 Private Advisor Group LLC346,335$20.93M0.1%+22.9%0.652%
4/27/2026 Sound Income Strategies LLC5,249$320K0.0%-6.1%0.010%
4/23/2026 Apollon Wealth Management LLC57,176$3.46M0.1%-12.1%0.107%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC14,720$890K0.1%N/A0.028%
4/21/2026 Topsail Wealth Management LLC15,622$944K0.1%+2.1%0.029%
4/20/2026 Kestra Private Wealth Services LLC34,248$2.07M0.0%-9.9%0.064%
4/20/2026 MinichMacGregor Wealth Management LLC14,253$861K0.2%-5.8%0.027%
4/20/2026 RFG Advisory LLC18,376$1.11M0.0%-1.3%0.035%
4/17/2026 Cottonwood Capital Advisors LLC35,736$2.16M1.5%-2.4%0.067%
4/15/2026 Nations 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%
3/13/2026 World 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%
3/5/2026 Worthington 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%
2/19/2026 Axxcess 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%
2/18/2026 Claro 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%
2/17/2026 Private 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%
2/16/2026Arax Advisory Partners10,136$638K0.0%N/A0.018%
2/16/2026Aptus Capital Advisors LLC10,090$635K0.0%-11.7%0.018%
2/13/2026 Kestra 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%
2/13/2026 Golden State Wealth Management LLC37,939$2.39M0.3%-3.6%0.068%
2/13/2026 Peak Planning Group LLC3,475$219K0.1%N/A0.006%
2/13/2026Wells Fargo & Company MN3,689,147$232.12M0.0%+0.1%6.659%
2/13/2026Tudor Financial Inc.10,066$633K0.3%-4.7%0.018%
2/13/2026Summit Financial LLC9,653$607K0.0%-3.8%0.017%
2/12/2026Jane Street Group LLC21,097$1.33M0.0%+47.7%0.038%
2/12/2026HRT Financial LP6,785$426K0.0%+52.4%0.012%
2/12/2026Orion Porfolio Solutions LLC4,055$255K0.0%+9.6%0.007%
2/12/2026 Richmond Investment Services LLC32,641$2.05M0.4%-8.4%0.059%
2/12/2026 Commonwealth Equity Services LLC2,328,990$146.54M0.2%-6.0%4.204%
2/12/2026StoneX Group Inc.16,941$1.07M0.0%+13.6%0.031%
2/12/2026Wagner Wealth Management Corp30,134$1.90M1.9%N/A0.054%
2/12/2026Steward Partners Investment Advisory LLC243,923$15.35M0.1%-0.5%0.440%
2/12/2026 Wedbush Securities Inc.31,344$1.97M0.1%-1.8%0.057%
2/12/2026Moneta Group Investment Advisors LLC3,292$207K0.0%N/A0.006%
2/12/2026Founders Financial Alliance LLC6,356$400K0.1%-5.7%0.011%
2/12/2026Logan Capital Management Inc.5,291$333K0.0%N/A0.010%
2/12/2026Kovack Advisors Inc.18,981$1.19M0.1%N/A0.034%
2/11/2026Gateway Wealth Partners LLC107,753$6.78M0.8%-0.6%0.195%
2/11/2026Empowered Funds LLC5,965$375K0.0%N/A0.011%
2/11/2026 Janney Montgomery Scott LLC506,018$31.84M0.1%-1.1%0.913%
2/11/2026LPL Financial LLC4,155,628$261.47M0.1%-7.0%7.501%
2/11/2026JPMorgan Chase & Co.65,459$4.12M0.0%+4.1%0.118%
2/11/2026 Hilton Head Capital Partners LLC5,083$320K0.2%N/A0.009%
2/11/2026Lowe Brockenbrough & Co. Inc.6,450$406K0.0%+21.1%0.012%


FV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FV shares?

During the previous two years, 359 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 Bank of America Corp DE ($84.33M).Learn more on First Trust Dorsey Wright Focus 5 ETF's institutional investors.

Which institutional investors have been buying First Trust Dorsey Wright Focus 5 ETF's stock?

Of the 283 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), Cetera Investment Advisers ($516.57K), International Assets Investment Management LLC ($484.42K), GAMMA Investing LLC ($405.45K), Leigh Baldwin & CO. LLC ($358.55K), Independent Advisor Alliance ($342.76K), and Silver Oak Securities Incorporated ($335.67K).

How much institutional buying is happening at First Trust Dorsey Wright Focus 5 ETF?

Institutional investors have bought a total of 3,274,588 shares in the last 24 months. This purchase volume represents approximately $196.25M in transactions.

Which of First Trust Dorsey Wright Focus 5 ETF's major shareholders have been selling company stock?

Of the 182 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: Raymond James Financial Inc. ($577.91K), Commonwealth Equity Services LLC ($528.47K), Royal Bank of Canada ($404.04K), Morgan Stanley ($338.33K), LPL Financial LLC ($311.14K), NewEdge Advisors LLC ($289.56K), and Bank of America Corp DE ($180.69K).

How much institutional selling is happening at First Trust Dorsey Wright Focus 5 ETF?

Institutional investors have sold a total of 4,685,263 shares in the last 24 months. This volume of shares sold represents approximately $286.50M in transactions.


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