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S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
Is this AI's biggest breakthrough to date? (Ad)
Roku stock and the mother of all entry opportunities
AI powerhouse NVIDIA will hit $1000 soon
Is this AI's biggest breakthrough to date? (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
Income Expert and Author of Get Rich With Dividends Is Giving Away His Top Income Secrets… FOR FREE! (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard
S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
Is this AI's biggest breakthrough to date? (Ad)
Roku stock and the mother of all entry opportunities
AI powerhouse NVIDIA will hit $1000 soon
Is this AI's biggest breakthrough to date? (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
Income Expert and Author of Get Rich With Dividends Is Giving Away His Top Income Secrets… FOR FREE! (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard
S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
Is this AI's biggest breakthrough to date? (Ad)
Roku stock and the mother of all entry opportunities
AI powerhouse NVIDIA will hit $1000 soon
Is this AI's biggest breakthrough to date? (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
Income Expert and Author of Get Rich With Dividends Is Giving Away His Top Income Secrets… FOR FREE! (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard

First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) Institutional Ownership

$33.72
+0.51 (+1.54%)
(As of 02/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$21.67 M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$66.23 M
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FVC Institutional Buying and Selling by Quarter


First Trust Dorsey Wright Dynamic Focus 5 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024Freedom Investment Management Inc.14,744$0.48M0.0%+8.5%0.286%
2/15/2024Baird Financial Group Inc.156,057$5.12M0.0%-2.0%3.030%
2/15/2024Comerica Bank2,581$85K0.0%-44.5%0.050%
2/14/2024Royal Bank of Canada45,817$1.50M0.0%-32.8%0.890%
2/14/2024Kestra Advisory Services LLC16,420$0.54M0.0%-8.7%0.319%
2/13/2024Envestnet Asset Management Inc.10,599$0.35M0.0%-30.1%0.206%
2/13/2024Tower Research Capital LLC TRC 6,674$0.22M0.0%+52.7%0.130%
2/9/2024Cambridge Investment Research Advisors Inc.14,501$0.48M0.0%-44.3%0.282%
2/9/2024Wells Fargo & Company MN224,496$7.36M0.0%-7.2%4.359%
2/9/2024UBS Group AG295,659$9.69M0.0%-11.2%5.741%
2/8/2024Janney Montgomery Scott LLC29,897$0.98M0.0%-4.4%0.581%
2/6/2024Private Advisor Group LLC91,378$3M0.0%-44.2%1.774%
2/2/2024Atria Wealth Solutions Inc.6,310$0.21M0.0%N/A0.120%
1/30/2024PCG Wealth Advisors LLC15,415$0.51M0.3%-3.1%0.294%
1/26/2024Geneos Wealth Management Inc.19,287$0.63M0.0%-9.1%0.364%
1/18/2024Global Retirement Partners LLC1,620$53K0.0%+131.4%0.030%
1/18/2024Trueblood Wealth Management LLC15,233$0.50M0.3%N/A0.285%
1/16/2024Raymond James Financial Services Advisors Inc.60,760$1.99M0.0%-54.5%1.136%
1/16/2024Raymond James & Associates79,297$2.60M0.0%-13.9%1.482%
1/10/2024Creative Financial Designs Inc. ADV3,746$0.12M0.0%-27.2%0.069%
11/21/2023Comerica Bank4,649$0.15M0.0%N/A0.075%
11/16/2023Morgan Stanley1,294,609$40.59M0.0%-6.5%20.881%
11/15/2023Royal Bank of Canada68,208$2.14M0.0%-48.4%1.100%
11/14/2023Tower Research Capital LLC TRC 4,371$0.14M0.0%+54.1%0.071%
11/13/2023Mariner LLC137,601$4.31M0.0%-68.4%2.219%
11/13/2023LPL Financial LLC612,058$19.19M0.0%-11.2%9.872%
11/13/2023Kestra Advisory Services LLC17,992$0.56M0.0%-2.6%0.290%
11/13/2023PNC Financial Services Group Inc.1,477$46K0.0%+199.0%0.024%
11/9/2023UBS Group AG333,070$10.44M0.0%-40.8%5.372%
11/8/2023Janney Montgomery Scott LLC31,285$0.98M0.0%-10.4%0.505%
11/8/2023Oppenheimer & Co. Inc.24,602$0.77M0.0%+2.2%0.397%
11/7/2023Atria Investments Inc124,273$3.90M0.1%-70.6%2.004%
11/3/2023Private Advisor Group LLC163,742$5.13M0.0%-20.6%2.539%
10/24/2023Raymond James & Associates92,094$2.89M0.0%-5.2%1.364%
10/24/2023Cambridge Investment Research Advisors Inc.26,040$0.82M0.0%-18.3%0.386%
10/23/2023Commonwealth Equity Services LLC81,915$2.57M0.0%-17.2%1.214%
10/11/2023Geneos Wealth Management Inc.21,207$0.67M0.0%-4.7%0.326%
8/21/2023Osaic Holdings Inc.168,573$5.67M0.0%-7.8%2.294%
8/15/2023Wells Fargo & Company MN247,421$8.32M0.0%-6.2%3.366%
8/15/2023Royal Bank of Canada132,092$4.44M0.0%-14.2%1.797%
8/15/2023Citadel Advisors LLC34,815$1.17M0.0%+79.2%0.474%
8/14/2023Tower Research Capital LLC TRC 2,836$95K0.0%+112.4%0.039%
8/14/2023MML Investors Services LLC20,982$0.71M0.0%-18.0%0.285%
8/14/2023Eqis Capital Management Inc.16,674$0.56M0.1%+5.6%0.227%
8/11/2023Baird Financial Group Inc.175,073$5.88M0.0%+54.4%2.382%
8/11/2023Kestra Advisory Services LLC18,467$0.62M0.0%+6.0%0.251%
8/10/2023Osaic Holdings Inc.168,573$5.67M0.0%-7.8%2.294%
8/10/2023Commonwealth Equity Services LLC98,941$3.33M0.0%-7.2%1.346%
8/10/2023Private Advisor Group LLC206,262$6.93M0.1%+121.6%2.806%
8/8/2023Geneos Wealth Management Inc.22,264$0.75M0.0%-1.5%0.303%
8/8/2023Prospera Financial Services Inc107,660$3.62M0.1%-8.8%1.465%
8/7/2023Lincoln National Corp14,829$0.50M0.0%+8.9%0.202%
8/4/2023Envestnet Asset Management Inc.15,467$0.52M0.0%-50.7%0.210%
8/4/2023Atria Investments Inc422,112$14.19M0.3%+7.1%5.743%
8/3/2023Oppenheimer & Co. Inc.24,069$0.81M0.0%+1.9%0.325%
8/1/2023Truist Financial Corp8,707$0.29M0.0%-62.2%0.118%
7/31/2023LPL Financial LLC689,277$23.17M0.0%-0.7%9.315%
7/28/2023Capital Investment Advisory Services LLC900$30K0.0%-61.4%0.012%
7/26/2023Creative Financial Designs Inc. ADV5,162$0.17M0.0%-9.6%0.069%
7/26/2023Janney Montgomery Scott LLC34,913$1.17M0.0%-18.1%0.466%
7/25/2023Raymond James Financial Services Advisors Inc.133,576$4.49M0.0%+2.9%1.781%
7/25/2023Raymond James & Associates97,165$3.27M0.0%-10.0%1.296%
7/13/2023Cambridge Investment Research Advisors Inc.31,856$1.07M0.0%-23.3%0.422%
5/16/2023Susquehanna International Group LLP48,063$1.59M0.0%+116.3%0.632%
5/16/2023Jane Street Group LLC20,927$0.69M0.0%+64.5%0.275%
5/16/2023Steward Partners Investment Advisory LLC12,755$0.42M0.0%+15.9%0.168%
5/12/2023Prospera Financial Services Inc117,991$3.89M0.2%-10.7%1.553%
5/12/2023MML Investors Services LLC25,582$0.84M0.0%+5.3%0.337%
5/12/2023Bank of America Corp DE198,691$6.55M0.0%+19.5%2.614%
5/12/2023UBS Group AG570,585$18.82M0.0%-9.1%7.508%
5/11/2023Cambridge Investment Research Advisors Inc.41,519$1.37M0.0%-3.5%0.546%
5/11/2023Envestnet Asset Management Inc.31,357$1.03M0.0%-11.1%0.413%
5/11/2023Commonwealth Equity Services LLC106,647$3.52M0.0%-42.3%1.403%
5/10/2023Atria Investments Inc394,307$13M0.2%-5.4%5.188%
5/10/2023Private Advisor Group LLC93,093$3.07M0.0%N/A1.225%
5/10/2023LPL Financial LLC694,000$22.89M0.0%+0.5%9.132%
5/9/2023Tower Research Capital LLC TRC 1,335$44K0.0%+1,235.0%0.018%
5/8/2023WealthShield Partners LLC2,898$96K0.0%N/A0.038%
5/8/2023Sigma Planning Corp9,945$0.33M0.0%+54.1%0.131%
5/5/2023Truist Financial Corp23,012$0.76M0.0%-2.3%0.303%
5/5/2023Silver Oak Securities Incorporated21,975$0.73M0.1%-13.7%0.289%
5/4/2023Total Clarity Wealth Management Inc.19,833$0.65M0.4%N/A0.261%
5/3/2023MTM Investment Management LLC2,388$79K0.0%-39.5%0.031%
5/1/2023Affinity Wealth Management LLC7,912$0.26M0.1%-8.8%0.104%
4/28/2023Janney Montgomery Scott LLC42,651$1.41M0.0%-4.7%0.558%
4/25/2023Creative Financial Designs Inc. ADV5,708$0.19M0.0%-90.8%0.075%
4/25/2023Geneos Wealth Management Inc.22,602$0.75M0.0%+3.2%0.295%
4/18/2023IFP Advisors Inc878$25K0.0%-81.3%0.011%
4/14/2023Raymond James Financial Services Advisors Inc.129,769$4.28M0.0%+1.5%1.685%
4/14/2023Raymond James & Associates108,013$3.56M0.0%-6.8%1.403%
4/12/2023Private Trust Co. NA3,998$0.13M0.0%-35.6%0.052%
2/17/2023Truist Financial Corp23,553$0.83M0.0%+28.5%0.304%
2/16/2023United Capital Financial Advisers LLC9,255$0.32M0.0%-8.0%0.119%
2/15/2023Steward Partners Investment Advisory LLC11,005$0.39M0.0%N/A0.142%
2/15/2023Jane Street Group LLC12,719$0.45M0.0%N/A0.164%
2/15/2023Claraphi Advisory Network LLC30,698$1.08M0.4%N/A0.396%
2/15/2023Morgan Stanley1,061,867$37.18M0.0%+13.6%13.702%
2/15/2023Mariner LLC440,247$15.42M0.0%+26.9%5.681%
2/15/2023Eqis Capital Management Inc.15,991$0.56M0.1%-16.1%0.206%
2/14/2023Susquehanna International Group LLP22,224$0.78M0.0%+145.3%0.287%
(Data available from 1/1/2016 forward)













FVC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FVC shares?

During the previous two years, 64 institutional investors and hedge funds held shares of First Trust Dorsey Wright Dynamic Focus 5 ETF. The most heavily invested institutionals were Morgan Stanley ($40.59M), LPL Financial LLC ($19.19M), Atria Investments LLC ($11.06M), UBS Group AG ($9.69M), Wells Fargo & Company MN ($7.36M), Bank of America Corp DE ($6.55M), and Advisor Group Holdings Inc. ($6.39M).Learn more on FVC's institutional investors.

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

Of the 52 institutional investors that purchased First Trust Dorsey Wright Dynamic Focus 5 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atria Investments LLC ($0.23M), Private Advisor Group LLC ($0.22M), UBS Group AG ($0.17M), Royal Bank of Canada ($0.14M), Commonwealth Equity Services LLC ($0.13M), Morgan Stanley ($0.13M), and Atria Investments Inc ($0.11M).

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

Institutional investors have bought a total of 1,965,797 shares in the last 24 months. This purchase volume represents approximately $126M in transactions.

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

Of the 44 institutional investors that sold First Trust Dorsey Wright Dynamic Focus 5 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($0.33M), Atria Investments Inc ($0.32M), Mariner LLC ($0.30M), LPL Financial LLC ($0.12M), Private Advisor Group LLC ($0.12M), Royal Bank of Canada ($0.11M), and Commonwealth Equity Services LLC ($0.10M).

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

Institutional investors have sold a total of 2,094,722 shares in the last 24 months. This volume of shares sold represents approximately $86.20M in transactions.


This page (NASDAQ:FVC) was last updated on 2/23/2024 by MarketBeat.com Staff