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

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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)
146
Total
Institutional Inflows
(last 12 months)
$278.57M
Number of
Institutional Sellers
(last 12 months)
142
Total
Institutional Outflows
(last 12 months)
$261.51M
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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
5/17/2024 Comerica Bank88,799$5.08M0.0%-1.0%0.134%
5/16/2024 B. Riley Wealth Advisors Inc.12,315$705K0.0%+3.4%0.019%
5/14/2024 Axxcess Wealth Management LLC7,425$425K0.0%-6.9%0.011%
5/11/2024 Trustmark National Bank Trust Department16,378$937K0.1%+13.9%0.025%
5/10/2024 Osaic Holdings Inc.1,230,106$70.37M0.2%-11.6%1.855%
5/9/2024 HBK Sorce Advisory LLC4,672$267K0.0%N/A0.007%
5/9/2024 Kingsview Wealth Management LLC6,285$360K0.0%-17.7%0.009%
5/9/2024 Endowment Wealth Management Inc.3,552$203K0.2%-92.9%0.005%
5/9/2024 Koshinski Asset Management Inc.3,699$212K0.0%-68.4%0.006%
5/8/2024 US Bancorp DE23,429$1.34M0.0%-4.5%0.035%
5/8/2024 Thoroughbred Financial Services LLC7,938$454K0.0%-35.5%0.012%
5/7/2024 Concurrent Investment Advisors LLC548,616$31.40M1.2%-4.2%0.827%
5/7/2024 Oppenheimer & Co. Inc.27,115$1.55M0.0%+2.8%0.041%
5/6/2024 Envestnet Portfolio Solutions Inc.14,869$851K0.0%+51.5%0.022%
5/6/2024 Manchester Capital Management LLC5,700$326K0.0%+7.5%0.009%
5/6/2024 Advisory Alpha LLC19,204$1.10M0.0%-2.1%0.029%
5/4/2024 SPC Financial Inc.87,557$5.01M0.5%+12.9%0.132%
5/4/2024 Geneos Wealth Management Inc.79,866$4.57M0.2%+1.2%0.120%
5/4/2024 Csenge Advisory Group8,196$469K0.0%N/A0.012%
5/2/2024 Mutual Advisors LLC38,741$2.22M0.1%-1.8%0.058%
5/1/2024 StoneX Group Inc.17,726$1.01M0.1%-4.0%0.027%
5/1/2024 Janney Montgomery Scott LLC516,085$29.54M0.1%-0.3%0.778%
5/1/2024 Concourse Financial Group Securities Inc.65,777$3.76M0.2%+24.4%0.099%
4/30/2024 Private Advisor Group LLC310,526$17.77M0.1%-3.1%0.468%
4/30/2024 J.W. Cole Advisors Inc.6,261$358K0.0%+3.9%0.009%
4/30/2024 Saxony Capital Management LLC5,877$336K0.4%-13.5%0.009%
4/30/2024 Arkadios Wealth Advisors45,722$2.62M0.2%-16.7%0.069%
4/30/2024 SkyOak Wealth LLC119,485$6.84M1.6%-0.3%0.180%
4/30/2024 Unionview LLC83,976$4.81M4.0%+1.7%0.127%
4/29/2024Commonwealth Equity Services LLC2,879,745$164.81M0.3%-3.8%4.344%
4/29/2024 Benjamin Edwards Inc.711$41K0.0%+47.8%0.001%
4/29/2024 Benjamin F. Edwards & Company Inc.22,758$1.30M0.0%-3.3%0.034%
4/29/2024 Onyx Bridge Wealth Group LLC6,574$360K0.1%-12.0%0.010%
4/27/2024 Signature Wealth Management Partners LLC4,297$246K0.2%-14.8%0.006%
4/26/2024 Trueblood Wealth Management LLC10,398$595K0.3%-3.2%0.016%
4/26/2024 Cottonwood Capital Advisors LLC51,901$2.82M2.2%-6.1%0.078%
4/26/2024 Clear Creek Financial Management LLC16,078$920K0.1%-1.8%0.024%
4/26/2024 Carr Financial Group Corp16,121$923K0.3%+50.4%0.024%
4/25/2024 Capital Investment Advisory Services LLC19,617$1.12M0.1%-4.9%0.030%
4/25/2024 L.M. Kohn & Company21,605$1.24M0.3%+57.2%0.033%
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4/25/2024 Eudaimonia 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%
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%
3/22/2024 PNC Financial Services Group Inc.7,279$375K0.0%-20.1%0.011%
3/15/2024 B. 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%
3/8/2024 ICA Group Wealth Management LLC2,140$110K0.0%N/A0.003%
3/1/2024 Creekmur Asset Management LLC706$36K0.0%N/A0.001%
2/29/2024 Tortoise Investment Management LLC775$40K0.0%N/A0.001%
2/27/2024ARQ Wealth Advisors LLC6,169$318K0.2%-3.2%0.009%
2/26/2024 Centaurus Financial Inc.16,984$876K0.1%-2.5%0.026%
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2/21/2024 Novak & Powell Financial Services Inc.16,470$849K0.6%N/A0.025%
2/20/2024Able Wealth Management LLC2,143$110K0.1%N/A0.003%
2/16/2024 O Dell Group LLC15,015$774K0.2%-12.7%0.023%
2/15/2024 Garden State Investment Advisory Services LLC28,255$1.46M0.6%-10.2%0.042%
2/14/2024 MGO One Seven LLC158,679$8.18M0.5%-6.3%0.238%
2/14/2024 Visionary Wealth Advisors17,307$892K0.1%-10.3%0.026%
2/14/2024 Regal Investment Advisors LLC148,986$7.68M0.6%-0.9%0.224%
2/13/2024 Stephens Inc. AR22,492$1.16M0.0%-12.3%0.034%
2/13/2024 Cetera Advisor Networks LLC379,796$19.58M0.1%-4.5%0.571%
2/13/2024 Oppenheimer & Co. Inc.26,380$1.36M0.0%+1.1%0.040%
(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, 293 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 ($164.81M), 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 250 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: LPL Financial LLC ($1.52M), Prospera Financial Services Inc ($1.27M), Commonwealth Equity Services LLC ($1.06M), 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 16,790,798 shares in the last 24 months. This purchase volume represents approximately $1.27B in transactions.

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

Of the 176 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 ($1.72M), Raymond James Financial Services Advisors Inc. ($1.16M), Morgan Stanley ($1.00M), Wells Fargo & Company MN ($508.65K), Osaic Holdings Inc. ($335.60K), Commonwealth Equity Services LLC ($328.86K), and LPL Financial LLC ($290.11K).

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

Institutional investors have sold a total of 8,887,069 shares in the last 24 months. This volume of shares sold represents approximately $568.76M in transactions.


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This page (NASDAQ:FV) was last updated on 5/20/2024 by MarketBeat.com Staff

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