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

First Trust Dorsey Wright Dynamic Focus 5 ETF logo
$41.63 -0.21 (-0.50%)
As of 07/2/2026 03:29 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright Dynamic Focus 5 ETF (NASDAQ:FVC)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$11.23M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$21.06M
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FVC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Western Wealth Management LLC778$27K0.0%N/A0.029%
5/19/2026Bank of America Corp DE128,427$4.47M0.0%-17.9%4.757%
5/18/2026Royal Bank of Canada22,816$795K0.0%-1.9%0.845%
5/7/2026World Equity Group Inc.17,017$593K0.2%-16.8%0.630%
5/5/2026Geneos Wealth Management Inc.29,640$1.03M0.0%+10.4%1.098%
5/1/2026Fifth Third Bancorp2,581$90K0.0%N/A0.096%
4/30/2026Kestra Advisory Services LLC16,024$558K0.0%+21.0%0.593%
4/28/2026NBT Bank N A NY11,055$385K0.0%+30,608.3%0.409%
4/27/2026Private Advisor Group LLC18,462$643K0.0%-5.3%0.684%
4/22/2026Janney Montgomery Scott LLC33,382$1.16M0.0%-3.8%1.214%
2/17/2026Osaic Holdings Inc.18,308$666K0.0%-23.0%0.642%
2/16/2026Mariner LLC24,260$882K0.0%-6.3%0.851%
2/13/2026Kestra Advisory Services LLC13,239$481K0.0%-21.1%0.465%
2/13/2026Wells Fargo & Company MN176,762$6.43M0.0%-4.0%6.202%
2/12/2026Jane Street Group LLC14,709$535K0.0%N/A0.516%
2/11/2026Janney Montgomery Scott LLC34,687$1.26M0.0%-22.0%1.217%
2/11/2026LPL Financial LLC183,215$6.66M0.0%-16.0%6.429%
2/9/2026Prospera Financial Services Inc303,721$11.05M0.2%-4.7%10.657%
2/2/2026Sun Financial Inc23,667$861K0.5%N/A0.830%
2/2/2026Oppenheimer & Co. Inc.20,463$744K0.0%-1.6%0.718%
1/29/2026UBS Group AG122,541$4.46M0.0%-0.7%4.300%
1/28/2026Geneos Wealth Management Inc.26,840$976K0.0%-15.8%0.942%
1/28/2026Arbor Capital Management Inc. ADV5,853$221K0.2%-15.8%0.205%
1/12/2026World Equity Group Inc.20,447$744K0.2%-1.3%0.717%
1/5/2026Holos Integrated Wealth LLC7,551$279K0.2%N/A0.260%
11/17/2025Susquehanna International Group LLP28,196$1.02M0.0%+375.6%0.924%
11/17/2025Mariner LLC25,883$934K0.0%+4.9%0.849%
11/17/2025Bank of America Corp DE156,345$5.64M0.0%-0.4%5.126%
11/14/2025Raymond James Financial Inc.63,116$2.28M0.0%-81.9%2.069%
11/13/2025UBS Group AG123,450$4.45M0.0%-6.7%4.048%
11/13/2025Private Advisor Group LLC23,985$865K0.0%-47.6%0.786%
11/10/2025OneDigital Investment Advisors LLC17,973$648K0.0%-2.1%0.589%
11/6/2025Prospera Financial Services Inc318,696$11.50M0.2%-3.3%10.449%
11/6/2025Oppenheimer & Co. Inc.20,799$750K0.0%-3.1%0.682%
11/3/2025TD Waterhouse Canada Inc.3,262$117K0.0%-79.1%0.107%
11/3/2025Arbor Capital Management Inc. ADV6,950$251K0.2%-11.3%0.228%
10/24/2025World Equity Group Inc.20,724$748K0.2%-1.3%0.679%
10/22/2025Geneos Wealth Management Inc.31,860$1.15M0.0%-0.9%1.045%
10/21/2025Global Retirement Partners LLC31,820$1.15M0.0%+8.2%1.043%
9/4/2025Osaic Holdings Inc.24,423$868K0.0%+36.0%0.763%
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8/18/2025Geneos Wealth Management Inc.32,160$1.14M0.0%+146.9%1.005%
8/15/2025Bank of America Corp DE156,922$5.58M0.0%-0.5%4.904%
8/14/2025Raymond James Financial Inc.348,035$12.37M0.0%+62.0%10.876%
8/13/2025Holos Integrated Wealth LLC7,551$270K0.2%-5.5%0.236%
8/12/2025Global Retirement Partners LLC29,401$1.05M0.0%N/A0.919%
8/11/2025TD Waterhouse Canada Inc.15,617$554K0.0%-88.2%0.488%
8/8/2025Cetera Investment Advisers8,351$297K0.0%-4.5%0.261%
8/6/2025Prospera Financial Services Inc329,537$11.71M0.2%+3.7%10.298%
8/4/2025Arbor Capital Management Inc. ADV7,831$281K0.2%-9.3%0.245%
8/4/2025Atria Investments Inc19,685$699K0.0%-19.8%0.615%
8/1/2025Envestnet Asset Management Inc.7,687$273K0.0%-7.9%0.240%
7/23/2025Trueblood Wealth Management LLC16,580$589K0.2%+9.6%0.510%
7/17/2025Janney Montgomery Scott LLC48,059$1.71M0.0%+76.5%1.456%
7/11/2025Farther Finance Advisors LLC839$30K0.0%+466.9%0.025%
5/21/2025Geneos Wealth Management Inc.13,023$458K0.0%-4.9%0.347%
5/15/2025Royal Bank of Canada31,424$1.11M0.0%-13.8%0.838%
5/13/2025Raymond James Financial Inc.214,802$7.56M0.0%+98.7%5.728%
5/9/2025Chicago Partners Investment Group LLC6,717$233K0.0%N/A0.179%
5/9/2025Atria Wealth Solutions Inc.8,072$284K0.0%-15.2%0.215%
5/7/2025LPL Financial LLC237,579$8.36M0.0%-19.9%6.335%
5/6/2025Cetera Investment Advisers8,744$308K0.0%+14.0%0.233%
5/5/2025Private Advisor Group LLC46,032$1.62M0.0%-8.0%1.228%
4/29/2025OneDigital Investment Advisors LLC17,044$600K0.0%-32.7%0.455%
4/22/2025World Equity Group Inc.18,792$668K0.2%+40.4%0.501%
4/17/2025NBT Bank N A NY12,170$428K0.0%-10.6%0.325%
2/17/2025Cetera Investment Advisers7,669$280K0.0%-29.0%0.205%
2/17/2025Bank of America Corp DE165,500$6.05M0.0%-5.7%4.413%
2/14/2025Jane Street Group LLC7,500$274K0.0%-74.7%0.200%
2/14/2025Harvest Investment Services LLC19,734$721K0.2%N/A0.526%
2/14/2025TD Waterhouse Canada Inc.133,698$4.86M0.0%-2.3%3.565%
2/13/2025Mariner LLC32,856$1.20M0.0%-7.3%0.876%
2/13/2025Raymond James Financial Inc.108,119$3.95M0.0%N/A2.883%
2/13/2025Envestnet Asset Management Inc.8,338$305K0.0%-10.9%0.222%
2/13/2025Wells Fargo & Company MN193,355$7.07M0.0%-3.5%5.156%
2/11/2025LPL Financial LLC296,664$10.84M0.0%-4.5%7.911%
2/10/2025Arbor Capital Management Inc. ADV8,599$323K0.3%N/A0.229%
2/10/2025Commonwealth Equity Services LLC16,352$598K0.0%-6.3%0.436%
2/7/2025Independent Advisor Alliance6,644$243K0.0%N/A0.177%
2/7/2025NBT Bank N A NY13,607$497K0.0%-7.0%0.363%
2/6/2025Raymond James Financial Inc.108,119$3.95M0.0%N/A2.883%
2/6/2025Atria Investments Inc26,670$975K0.0%-6.6%0.711%
2/4/2025WealthShield Partners LLC2,437$89K0.0%-50.0%0.065%
2/3/2025Private Advisor Group LLC50,058$1.83M0.0%-10.8%1.335%
1/31/2025Global Retirement Partners LLC30,197$1.10M0.0%+14,279.5%0.805%
1/31/2025Proactive Wealth Strategies LLC8,206$300K0.2%+6.0%0.219%
1/31/2025Atria Wealth Solutions Inc.9,519$348K0.0%+50.9%0.254%
1/21/2025Geneos Wealth Management Inc.13,688$500K0.0%-6.3%0.360%
1/17/2025Janney Montgomery Scott LLC27,315$998K0.0%-3.5%0.719%
11/15/2024Jane Street Group LLC29,598$1.06M0.0%+266.9%0.740%
11/8/2024Prospera Private Wealth LLC791$28K0.0%N/A0.020%
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11/7/2024Prospera Financial Services Inc327,517$11.73M0.3%-9.5%8.188%
11/6/2024Oppenheimer & Co. Inc.21,400$767K0.0%-9.9%0.535%
11/5/2024Proactive Wealth Strategies LLC7,741$277K0.2%N/A0.194%
11/1/2024Atria Investments Inc28,550$1.02M0.0%-4.0%0.705%
10/30/2024World Equity Group Inc.13,455$482K0.2%+2.2%0.332%
10/22/2024Private Advisor Group LLC56,135$2.01M0.0%-14.8%1.305%
10/18/2024Raymond James & Associates68,411$2.45M0.0%-6.0%1.591%
8/5/2024Private Advisor Group LLC65,912$2.32M0.0%-15.9%1.481%
7/31/2024Commonwealth Equity Services LLC18,135$639K0.0%-18.4%0.408%
7/31/2024NBT Bank N A NY15,445$544K0.0%-5.1%0.347%


FVC Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 institutional investors and hedge funds held shares of First Trust Dorsey Wright Dynamic Focus 5 ETF. The most heavily invested institutionals were Prospera Financial Services Inc ($11.05M), LPL Financial LLC ($6.66M), Wells Fargo & Company MN ($6.43M), Bank of America Corp DE ($4.47M), UBS Group AG ($4.46M), Raymond James & Associates ($2.45M), and Raymond James Financial Inc. ($2.28M).Learn more on First Trust Dorsey Wright Dynamic Focus 5 ETF's institutional investors.

Of the 26 institutional investors that purchased First Trust Dorsey Wright Dynamic 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. ($456.15K), Global Retirement Partners LLC ($61.81K), Jane Street Group LLC ($36.24K), Sun Financial Inc ($23.67K), Susquehanna International Group LLP ($22.27K), Geneos Wealth Management Inc. ($21.94K), and Janney Montgomery Scott LLC ($20.84K).

Institutional investors have bought a total of 314,867 shares in the last 24 months. This purchase volume represents approximately $11.23M in transactions.

Of the 22 institutional investors that sold First Trust Dorsey Wright Dynamic 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. ($284.92K), TD Waterhouse Canada Inc. ($129.19K), LPL Financial LLC ($34.93K), Bank of America Corp DE ($29.45K), Prospera Financial Services Inc ($25.82K), Private Advisor Group LLC ($22.83K), and Janney Montgomery Scott LLC ($11.07K).

Institutional investors have sold a total of 586,291 shares in the last 24 months. This volume of shares sold represents approximately $21.06M in transactions.


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