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

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$53.84
-0.18 (-0.33%)
(As of 04/25/2024 ET)
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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)
160
Total
Institutional Inflows
(last 12 months)
$474.22M
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$266.26M
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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
4/25/2024Capital Investment Advisory Services LLC19,617$1.12M0.1%-4.9%0.030%
4/25/2024L.M. Kohn & Company21,605$1.24M0.3%+57.2%0.033%
4/25/2024Eudaimonia Advisors LLC12,353$707K0.4%+2.9%0.019%
4/25/2024 Summit Financial LLC9,195$526K0.0%+3.1%0.014%
4/25/2024 Cambridge Investment Research Advisors Inc.538,080$30.79M0.1%+47.8%0.810%
4/24/2024 Strid Group LLC265,688$15.21M2.7%-6.4%0.400%
4/24/2024 Simplicity Wealth LLC8,402$481K0.0%N/A0.013%
4/24/2024 NBT Bank N A NY29,950$1.71M0.1%-5.5%0.045%
4/23/2024 Lunt Capital Management Inc.27,077$1.55M0.8%+26.5%0.041%
4/23/2024 Global Retirement Partners LLC12,000$687K0.0%+10.9%0.018%
4/23/2024 Nations Financial Group Inc. IA ADV9,094$520K0.0%+7.3%0.014%
4/23/2024 Fifth Third Bancorp1,121$64K0.0%-23.4%0.002%
4/23/2024 Stablepoint Partners LLC54,070$3.09M0.6%+23.6%0.081%
4/23/2024 Wealth Effects LLC3,514$201K0.1%N/A0.005%
4/23/2024 Raymond James Financial Services Advisors Inc.962,724$55.10M0.1%-9.9%1.450%
4/22/2024 PFG Investments LLC124,107$7.10M0.4%+55.5%0.187%
4/22/2024 Oakworth Capital Inc.6,000$343K0.0%-30.2%0.009%
4/22/2024 Raymond James & Associates1,697,563$97.15M0.1%+2.6%2.557%
4/22/2024 Strategies Wealth Advisors LLC4,344$249K0.0%N/A0.007%
4/22/2024Ashton Thomas Private Wealth LLC206,128$11.80M0.7%-9.1%0.310%
4/19/2024 Retirement Guys Formula LLC36,830$2.11M1.0%-18.2%0.055%
4/19/2024 Accel Wealth Management38,410$2.20M0.9%+3.0%0.058%
4/19/2024 Madrona Financial Services LLC497,964$28.50M9.9%+1.7%0.750%
4/18/2024 AlphaMark Advisors LLC5,700$326K0.1%-64.8%0.009%
4/18/2024 Claro Advisors LLC82,060$4.70M0.8%-0.7%0.124%
4/18/2024 HFG Advisors Inc.143,485$8.21M7.3%-4.8%0.216%
4/18/2024 Fifth Third Securities Inc.67,102$3.84M0.4%-4.2%0.101%
4/16/2024 Register Financial Advisors LLC1,736$99K0.1%N/A0.003%
4/16/2024 Capital Asset Advisory Services LLC7,425$417K0.0%-6.9%0.011%
4/16/2024 Wealth Enhancement Advisory Services LLC34,839$1.99M0.0%+6.2%0.052%
4/15/2024 Sar Wealth Management Group LLC508,791$29.12M26.3%-1.0%0.766%
4/15/2024 Brookstone Capital Management3,965$227K0.0%N/A0.006%
4/15/2024 Sunbelt Securities Inc.2,689$154K0.0%-13.8%0.004%
4/15/2024 Flagstar Advisors Inc.6,344$363K0.1%-3.7%0.010%
4/13/2024 Quad Cities Investment Group LLC19,106$1.09M0.6%-4.5%0.029%
4/12/2024 Global Assets Advisory LLC146,955$8.41M0.0%N/A0.221%
4/11/2024 International Assets Investment Management LLC6,922$396K0.0%-39.3%0.010%
4/11/2024 &PARTNERS7,447$426K0.1%N/A0.011%
4/11/2024 Ballew Advisors Inc19,224$1.07M0.7%-1.6%0.029%
4/11/2024 RFG Advisory LLC20,213$1.16M0.0%+98.2%0.030%
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4/10/2024 Atwood & Palmer Inc.309,110$17.69M1.3%-2.3%0.465%
4/10/2024 Signal Advisors Wealth LLC4,057$232K0.1%N/A0.006%
4/5/2024 NBC Securities Inc.4,512$258K0.0%-24.1%0.007%
4/5/2024 Madison Park Capital Advisors LLC14,190$812K0.7%-2.1%0.021%
3/22/2024PNC Financial Services Group Inc.7,279$375K0.0%-20.1%0.011%
3/15/2024B. Riley Wealth Advisors Inc.11,913$614K0.0%-3.3%0.018%
3/14/2024 Muirfield Wealth Advisors LLC49,472$2.55M2.7%N/A0.074%
3/8/2024ICA Group Wealth Management LLC2,140$110K0.0%N/A0.003%
3/1/2024Creekmur Asset Management LLC706$36K0.0%N/A0.001%
2/29/2024Tortoise Investment Management LLC775$40K0.0%N/A0.001%
2/27/2024ARQ Wealth Advisors LLC6,169$318K0.2%-3.2%0.009%
2/26/2024Centaurus Financial Inc.16,984$876K0.1%-2.5%0.026%
2/21/2024Novak & Powell Financial Services Inc.16,470$849K0.6%N/A0.025%
2/20/2024Able Wealth Management LLC2,143$110K0.1%N/A0.003%
2/16/2024O Dell Group LLC15,015$774K0.2%-12.7%0.023%
2/15/2024Garden State Investment Advisory Services LLC28,255$1.46M0.6%-10.2%0.042%
2/14/2024MGO One Seven LLC158,679$8.18M0.5%-6.3%0.238%
2/14/2024Visionary Wealth Advisors17,307$892K0.1%-10.3%0.026%
2/14/2024Regal Investment Advisors LLC148,986$7.68M0.6%-0.9%0.224%
2/13/2024Stephens Inc. AR22,492$1.16M0.0%-12.3%0.034%
2/13/2024Cetera Advisor Networks LLC379,796$19.58M0.1%-4.5%0.571%
2/13/2024Oppenheimer & Co. Inc.26,380$1.36M0.0%+1.1%0.040%
2/13/2024Belpointe Asset Management LLC4,442$229K0.0%N/A0.007%
2/13/2024Steward Partners Investment Solutions LLC20,796$1.07M0.4%N/A0.031%
2/12/2024StoneX Group Inc.18,457$952K0.1%-25.0%0.028%
2/12/2024 Sar Wealth Management Group LLC514,023$26.50M26.7%N/A0.772%
2/12/2024Focus Financial Network Inc. ADV4,931$254K0.0%N/A0.007%
2/12/2024Stifel Financial Corp387,169$19.96M0.0%-6.8%0.582%
2/12/2024Steward Partners Investment Advisory LLC187,841$9.68M0.1%-6.0%0.282%
2/9/2024 Nations Financial Group Inc. IA ADV8,474$437K0.0%-8.7%0.013%
2/9/2024Advisory Services Network LLC32,539$1.68M0.0%-22.5%0.049%
2/9/2024US Bancorp DE24,538$1.27M0.0%-11.0%0.037%
2/9/2024 Cambridge Investment Research Advisors Inc.364,094$18.77M0.1%+6.8%0.547%
2/9/2024Keystone Financial Group24,260$1.25M0.2%-3.8%0.036%
2/9/2024L.M. Kohn & Company13,740$708K0.2%+7.0%0.021%
2/9/2024D.A. Davidson & CO.451,852$23.29M0.2%+6.4%0.679%
2/9/2024Wells Fargo & Company MN4,205,976$216.82M0.1%-10.8%6.320%
2/9/2024Schneider Downs Wealth Management Advisors LP3,919$202K0.1%N/A0.006%
2/9/2024UBS Group AG2,070,715$106.75M0.0%+1.0%3.112%
2/9/2024PNC Financial Services Group Inc.7,279$375K0.0%-20.1%0.011%
2/8/2024Level Four Advisory Services LLC28,003$1.44M0.1%-17.0%0.042%
2/8/2024Financial Advocates Investment Management24,376$1.26M0.1%+34.3%0.037%
2/8/2024Tortoise Investment Management LLC775$41K0.0%N/A0.001%
2/8/2024Kingsview Wealth Management LLC7,633$393K0.0%-58.3%0.011%
2/8/2024Meridian Wealth Management LLC65,064$3.35M0.2%+1.8%0.098%
2/8/2024 OMNI 360 Wealth Inc.4,000$206K0.2%N/A0.006%
2/8/2024Beacon Pointe Advisors LLC12,537$646K0.0%-1.8%0.019%
2/8/2024 MinichMacGregor Wealth Management LLC256,173$13.21M3.8%+4.2%0.385%
2/8/2024Janney Montgomery Scott LLC517,847$26.70M0.1%-10.4%0.778%
2/7/2024 Partnership Wealth Management LLC950$49K0.0%N/A0.001%
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2/7/2024Avantax Advisory Services Inc.8,741$451K0.0%-28.2%0.013%
2/7/2024Envestnet Portfolio Solutions Inc.9,813$506K0.0%+13.9%0.015%
2/7/2024 NBC Securities Inc.5,944$306K0.0%-6.2%0.009%
2/7/2024Acorn Wealth Advisors LLC4,180$215K0.1%-30.3%0.006%
2/7/2024 Astoria Portfolio Advisors LLC.3,980$211K0.1%N/A0.006%
2/7/2024Cary Street Partners Investment Advisory LLC8,522$439K0.0%-24.7%0.013%
2/7/2024Northwest Financial Advisors2,344$121K0.1%N/A0.004%
2/7/2024Endowment Wealth Management Inc.49,928$2.57M2.1%+3.5%0.075%
2/7/2024Principal Securities Inc.1,918$99K0.0%N/A0.003%
2/7/2024Concourse Financial Group Securities Inc.52,892$2.73M0.2%+23.7%0.079%
(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, 298 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 ($154.31M), UBS Group AG ($106.75M), Raymond James & Associates ($97.15M), 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 256 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: Commonwealth Equity Services LLC ($1.63M), LPL Financial LLC ($1.52M), Prospera Financial Services Inc ($1.27M), 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 17,630,663 shares in the last 24 months. This purchase volume represents approximately $1.35B in transactions.

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

Of the 178 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 ($2.00M), Raymond James Financial Services Advisors Inc. ($1.80M), Morgan Stanley ($1.00M), Wells Fargo & Company MN ($508.65K), Cambridge Investment Research Advisors Inc. ($369.49K), LPL Financial LLC ($290.11K), and Janney Montgomery Scott LLC ($247.06K).

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

Institutional investors have sold a total of 9,774,990 shares in the last 24 months. This volume of shares sold represents approximately $668.29M in transactions.


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This page (NASDAQ:FV) was last updated on 4/25/2024 by MarketBeat.com Staff

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