Free Trial

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

→ Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (From Paradigm Press) (Ad)
Free FVC Stock Alerts
$33.18
+0.06 (+0.18%)
(As of 04/24/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestSocial Media

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)
$16.00M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$51.94M
Get FVC Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Dorsey Wright Dynamic Focus 5 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FVC Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024NBT Bank N A NY16,267$561K0.0%-5.2%0.342%
4/23/2024 Global Retirement Partners LLC1,270$44K0.0%-21.6%0.027%
4/23/2024 Raymond James Financial Services Advisors Inc.51,519$1.78M0.0%-15.2%1.085%
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$980K0.0%-4.4%0.581%
2/6/2024Private Advisor Group LLC91,378$3.00M0.0%-44.2%1.774%
2/2/2024Atria Wealth Solutions Inc.6,310$207K0.0%N/A0.120%
1/30/2024 PCG Wealth Advisors LLC15,415$505K0.3%-3.1%0.294%
1/26/2024Geneos Wealth Management Inc.19,287$632K0.0%-9.1%0.364%
1/18/2024 Global Retirement Partners LLC1,620$53K0.0%+131.4%0.030%
1/18/2024Trueblood Wealth Management LLC15,233$499K0.3%N/A0.285%
1/16/2024 Raymond James Financial Services Advisors Inc.60,760$1.99M0.0%-54.5%1.136%
1/16/2024 Raymond James & Associates79,297$2.60M0.0%-13.9%1.482%
1/10/2024Creative Financial Designs Inc. ADV3,746$123K0.0%-27.2%0.069%
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$564K0.0%-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$981K0.0%-10.4%0.505%
11/8/2023Oppenheimer & Co. Inc.24,602$771K0.0%+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%
10/24/2023 Raymond James & Associates92,094$2.89M0.0%-5.2%1.364%
10/24/2023Cambridge Investment Research Advisors Inc.26,040$816K0.0%-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$665K0.0%-4.7%0.326%
8/14/2023Eqis Capital Management Inc.16,674$560K0.1%+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$621K0.0%+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$748K0.0%-1.5%0.303%
8/8/2023Prospera Financial Services Inc107,660$3.62M0.1%-8.8%1.465%
8/7/2023Lincoln National Corp14,829$498K0.0%+8.9%0.202%
8/4/2023Atria Investments Inc422,112$14.19M0.3%+7.1%5.743%
8/3/2023Oppenheimer & Co. Inc.24,069$809K0.0%+1.9%0.325%
8/1/2023Truist Financial Corp8,707$293K0.0%-62.2%0.118%
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (Ad)

AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple. Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now… And could soon shoot to the moon, handing early investors a windfall.

Click here now for the full details of this stock that’s set to rocket in the AI revolution…
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$173K0.0%-9.6%0.069%
7/26/2023Janney Montgomery Scott LLC34,913$1.17M0.0%-18.1%0.466%
7/25/2023 Raymond James Financial Services Advisors Inc.133,576$4.49M0.0%+2.9%1.781%
7/25/2023 Raymond 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%
5/11/2023Cambridge Investment Research Advisors Inc.41,519$1.37M0.0%-3.5%0.546%
5/11/2023Commonwealth Equity Services LLC106,647$3.52M0.0%-42.3%1.403%
5/10/2023Atria Investments Inc394,307$13.00M0.2%-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%
5/8/2023WealthShield Partners LLC2,898$96K0.0%N/A0.038%
5/8/2023Sigma Planning Corp9,945$328K0.0%+54.1%0.131%
5/5/2023Truist Financial Corp23,012$759K0.0%-2.3%0.303%
5/5/2023Silver Oak Securities Incorporated21,975$725K0.1%-13.7%0.289%
5/4/2023 Total Clarity Wealth Management Inc.19,833$654K0.4%N/A0.261%
5/3/2023MTM Investment Management LLC2,388$79K0.0%-39.5%0.031%
5/1/2023 Affinity Wealth Management LLC7,912$261K0.1%-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$188K0.0%-90.8%0.075%
4/25/2023Geneos Wealth Management Inc.22,602$745K0.0%+3.2%0.295%
4/18/2023IFP Advisors Inc878$25K0.0%-81.3%0.011%
4/14/2023 Raymond James Financial Services Advisors Inc.129,769$4.28M0.0%+1.5%1.685%
4/14/2023 Raymond James & Associates108,013$3.56M0.0%-6.8%1.403%
4/12/2023Private Trust Co. NA3,998$132K0.0%-35.6%0.052%
2/14/2023 PCG Wealth Advisors LLC15,945$558K0.4%-51.0%0.206%
2/10/2023Advisor Group Holdings Inc.182,368$6.39M0.0%+13.8%2.353%
2/9/2023 Affinity Wealth Management LLC8,679$304K0.1%N/A0.112%
2/8/2023 Raymond James Financial Services Advisors Inc.127,896$4.48M0.0%-1.9%1.650%
2/8/2023 Raymond James & Associates115,895$4.06M0.0%-20.4%1.495%
2/8/2023Belpointe Asset Management LLC711$25K0.0%N/A0.009%
2/8/2023UBS Group AG628,049$21.99M0.0%+1.4%8.104%
2/8/2023Prospera Financial Services Inc132,189$4.63M0.2%+4.7%1.706%
2/8/2023Cambridge Investment Research Advisors Inc.43,044$1.51M0.0%+29.3%0.555%
2/8/2023Oppenheimer & Co. Inc.23,427$820K0.0%-1.7%0.302%
2/7/2023Commonwealth Equity Services LLC184,717$6.47M0.0%+86.5%2.383%
2/7/2023LPL Financial LLC690,307$24.17M0.0%+10.6%8.907%
2/7/2023MTM Investment Management LLC3,948$138K0.1%-6.7%0.051%
2/7/2023IFP Advisors Inc4,696$132K0.0%+54.0%0.061%
2/7/2023Envestnet Asset Management Inc.35,261$1.24M0.0%+32.3%0.455%
2/3/2023Spire Wealth Management4,175$146K0.0%-41.5%0.054%
2/2/2023Silver Oak Securities Incorporated25,475$892K0.2%-5.2%0.329%
2/1/2023Bank of Montreal Can14,106$497K0.0%+350.0%0.182%
2/1/2023Creative Financial Designs Inc. ADV62,279$2.18M0.3%-5.7%0.804%
2/1/2023Janney Montgomery Scott LLC44,767$1.57M0.0%-4.6%0.578%
1/31/2023Atria Investments Inc416,763$14.59M0.3%+25.9%5.378%
1/31/2023Kestra Advisory Services LLC21,772$762K0.0%+63.5%0.276%
1/31/2023Geneos Wealth Management Inc.21,895$767K0.0%-5.2%0.277%
1/24/2023Sigma Planning Corp6,452$226K0.0%-7.1%0.082%
Urgent Alert: Biden's IRS Targeting Your Money – Act Fast to Protect It! (Ad)

The FEDNOW Biden Dollar ends cash in a matter of WEEKS Stumbling Biden's dollar next phases begins Oct 21st This guide shows you what to do next. In a cashless society, Biden forces you to use the government's new "digital dollar"...

CLICK HERE TO GET YOUR GUIDE NOW
1/18/2023 Calton & Associates Inc.8,077$283K0.1%N/A0.103%
1/18/2023Private Advisor Group LLC88,131$3.09M0.0%+13.7%1.123%
11/15/2022Commonwealth Equity Services LLC99,048$3.31M0.0%+47.2%1.357%
11/14/2022Royal Bank of Canada218,953$7.32M0.0%+118.8%2.999%
11/14/2022MML Investors Services LLC20,411$682K0.0%N/A0.280%
11/14/2022Oppenheimer & Co. Inc.23,841$797K0.0%+3.7%0.327%
11/10/2022Sigma Planning Corp6,946$232K0.0%-40.1%0.095%
11/10/2022UBS Group AG619,583$20.71M0.0%+15.8%8.487%
11/10/2022 Clarus Group Inc.18,945$633K0.6%-3.1%0.260%
11/8/2022Resources Investment Advisors LLC.29,537$987K0.0%-7.5%0.405%
(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, 54 institutional investors and hedge funds held shares of First Trust Dorsey Wright Dynamic Focus 5 ETF. The most heavily invested institutionals were LPL Financial LLC ($19.19M), Atria Investments LLC ($11.06M), UBS Group AG ($9.69M), Wells Fargo & Company MN ($7.36M), Royal Bank of Canada ($7.32M), Advisor Group Holdings Inc. ($6.39M), and Baird Financial Group Inc. ($5.88M).Learn more on FVC's institutional investors.

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

Of the 38 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 ($227.92K), Private Advisor Group LLC ($219.23K), UBS Group AG ($174.20K), Commonwealth Equity Services LLC ($129.05K), Royal Bank of Canada ($118.89K), Atria Investments Inc ($113.57K), and LPL Financial LLC ($70.01K).

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

Institutional investors have bought a total of 1,437,389 shares in the last 24 months. This purchase volume represents approximately $90.08M in transactions.

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

Of the 40 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: Atria Investments Inc ($320.30K), Mariner LLC ($297.80K), UBS Group AG ($266.86K), LPL Financial LLC ($124.81K), Private Advisor Group LLC ($122.05K), Commonwealth Equity Services LLC ($102.80K), and Raymond James Financial Services Advisors Inc. ($84.46K).

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

Institutional investors have sold a total of 1,709,122 shares in the last 24 months. This volume of shares sold represents approximately $69.41M in transactions.


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

From Our Partners
He Is Giving Away Bitcoin
Crypto Swap Profits
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)
Traders Agency
Urgent Alert: Biden's IRS Targeting Your Money – Act Fast to Protect It!
American Alternative
Emergency: Biden's $20 Trillion Mistake Could Cost YOU!
GoldenCrest Metals
Fed launches fourth dollar overhaul
Stansberry Research
1970’s computer coder issues shocking A.I. warning
TradeSmith
Exposed: 10 CENT Crypto to Explode April 20th?
True Market Insiders