First Trust Dorsey Wright DYFVCETF

13F holders, Q2 2026 (June 30)
53holders +2
5new positions
3sold out
1famous investor
$43.74avg. 13F price*

At the end of Q2 2026, 53 institutions reported holding First Trust Dorsey Wright DY (FVC) in their 13F filings, up 2 from Q1 2026. 5 opened new positions and 3 sold out. The largest holders were Prospera Financial Services Inc ($9.6M), Morgan Stanley ($9.1M) and Wells Fargo & Company ($7.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
First Trust Dorsey Wright DY
CUSIP
33738R878
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 56Q1 2024Q2 2024: 51Q2 2024Q3 2024: 54Q3 2024Q4 2024: 53Q4 2024Q1 2025: 55Q1 2025Q2 2025: 54Q2 2025Q3 2025: 49Q3 2025Q4 2025: 49Q4 2025Q1 2026: 51Q1 2026Q2 2026: 53Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$1.3M
Exits3$103K

All 13F filers, Q1 2026 → Q2 2026: 36,889 shares bought and 184,007 shares sold, net −147,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 53 holders

Prospera Financial Services Inc 0.14% Reduce -15.0% 219,323 $9.6M
Morgan Stanley 0.00% Reduce -5.4% 207,934 $9.1M
Wells Fargo & Company 0.00% Reduce -0.8% 179,651 $7.9M
LPL Financial LLC 0.00% Reduce -35.8% 146,064 $6.4M
Bank of America Corp. 0.00% Reduce -2.0% 125,795 $5.5M
UBS Group AG 0.00% Reduce -13.3% 104,816 $4.6M
Raymond James Financial Inc. 0.00% Reduce -6.3% 55,386 $2.4M
Janney Montgomery Scott LLC 0.00% Reduce -1.2% 32,982 $1.4M
Global Retirement Partners, LLC 0.02% — 30,663 $1.3M
Geneos Wealth Management Inc. 0.02% Reduce -14.9% 25,231 $1.1M
Royal Bank of Canada 0.00% Reduce -1.7% 22,420 $982K
Sun Financial Inc 0.46% Reduce 0.0% 23,240 $974K
Susquehanna International Group, LLP 0.00% Add +47.8% 21,789 $954K
Mariner, LLC 0.00% Reduce -5.4% 21,125 $925K
Oppenheimer & Co. Inc. 0.01% Reduce -0.4% 19,790 $867K
Private Advisor Group, LLC 0.00% Add +1.1% 18,669 $818K
World Equity Group, Inc. 0.17% No change 17,017 $745K
Proactive Wealth Strategies LLC 0.11% Reduce -4.4% 15,969 $699K
Atria Investments, Inc 0.01% Reduce -7.0% 15,720 $689K
Trueblood Wealth Management, LLC 0.24% No change 15,686 $687K
PCG Wealth Advisors, LLC 0.15% No change 15,068 $660K
Ewa, LLC 0.11% New 14,255 $624K
Citadel Advisors 0.00% Add +1.1% 13,816 $605K
Osaic Holdings, Inc. 0.00% Add +2.8% 12,515 $548K
Kestra Advisory Services, LLC 0.00% Reduce -24.6% 12,090 $530K
NewEdge Advisors, LLC 0.00% Reduce -11.5% 10,751 $471K
Keystone Financial Group 0.03% No change 10,280 $450K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.1% 9,269 $406K
Envestnet Asset Management Inc. 0.00% Reduce -2.4% 7,922 $347K
Element Pointe Advisors, LLC 0.05% No change 7,787 $341K
Holos Integrated Wealth LLC 0.13% No change 6,901 $286K
Chicago Partners Investment Group LLC 0.00% No change 5,937 $241K
Cetera Investment Advisers 0.00% New 5,407 $237K
O'shaughnessy Asset Management, LLC 0.00% Reduce -4.3% 5,241 $230K
Flow Traders U.S. LLC 0.01% New 4,797 $210K
Commonwealth Equity Services, LLC 0.00% New 4,590 $201K
Steward Partners Investment Advisory, LLC 0.00% No change 3,917 $172K
Private Trust Co. NA 0.01% No change 3,442 $151K
Fifth Third Bancorp 0.00% No change 2,581 $113K
MTM Investment Management, LLC 0.02% Reduce -17.6% 1,968 $86K
TD Waterhouse Canada Inc. 0.00% Reduce -18.1% 1,494 $64K
Founders Financial Alliance, LLC 0.01% No change 1,248 $55K
US Bancorp \de 0.00% No change 1,125 $49K
NBT Bank, N.A. 0.00% Reduce -89.9% 1,120 $49K
Assetmark, Inc. 0.00% No change 678 $30K
JPMorgan Chase & Co. 0.00% No change 320 $14K
Key Financial Inc 0.00% No change 221 $10K
Aptus Capital Advisors, LLC 0.00% No change 200 $9K
FMR LLC 0.00% No change 171 $7K
EverSource Wealth Advisors, LLC 0.00% No change 166 $7K
Lanark Financial, Inc. 0.00% No change 162 $7K
Jones Financial Companies LLLP 0.00% New 102 $4K
Farther Finance Advisors, LLC 0.00% No change 81 $4K

"% of holder's portfolio" is FVC's weight in each manager's 13F, not the share of First Trust Dorsey Wright DY the manager owns.