Who Owns FVC?
First Trust Dorsey Wright Dynamic Focus 5 ETF — Institutional Ownership & 13F Holdings
$38.29
+0.62 (+1.65%)
Market Cap
$104.8M
Shares Outstanding
2,575,509
Institutional Holders
54
Total Inst. Value
$67.1M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
11
Closed Positions
5
Increased
12
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Prospera Financial Services Inc | $11.2M | 317,682 |
| 2 | MORGAN STANLEY | $9.1M | 259,659 |
| 3 | RAYMOND JAMES FINANCIAL INC | $7.6M | 214,802 |
| 4 | UBS Group AG | $7.1M | 201,542 |
| 5 | WELLS FARGO & COMPANY/MN | $6.8M | 192,585 |
| 6 | BANK OF AMERICA CORP /DE/ | $5.5M | 157,728 |
| 7 | TD Waterhouse Canada Inc. | $4.7M | 132,455 |
| 8 | Private Advisor Group, LLC | $1.6M | 46,032 |
| 9 | Geneos Wealth Management Inc. | $1.2M | 33,240 |
| 10 | ROYAL BANK OF CANADA | $1.1M | 31,424 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +107K | $7.6M |
| Geneos Wealth Management Inc. | +20K | $1.2M |
| Janney Montgomery Scott LLCNew | +27K | $958K |
| WORLD EQUITY GROUP, INC. | +5K | $668K |
| OSAIC HOLDINGS, INC. | +10K | $632K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -59K | $8K |
| UBS Group AG | -15K | $7.1M |
| MORGAN STANLEY | -14K | $9.1M |
| Kestra Advisory Services, LLC | -13K | $674 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -11K | $781K |
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Frequently Asked Questions
How many institutional investors hold FVC?
As of Q1 2025, 54 institutional investors report holding FVC (First Trust Dorsey Wright Dynamic Focus 5 ETF) in their 13F filings.
Which hedge fund owns the most FVC?
The largest institutional holder of FVC is Prospera Financial Services Inc with $11.2M in shares.
Are institutions buying or selling FVC?
This quarter, 11 institutions opened new positions in FVC and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.