First Trust Dorsey Wright DYFVCETF
13F holders, Q1 2024 (March 31)56holders
1famous investor
$34.56avg. 13F price*
At the end of Q1 2024, 56 institutions reported holding First Trust Dorsey Wright DY (FVC) in their 13F filings. The largest holders were Morgan Stanley ($23.1M), Prospera Financial Services Inc ($13.7M) and LPL Financial LLC ($9.5M). 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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.4M |
| Exits | 2 | $4.1M |
Ownership 56 holders
| Morgan Stanley | 0.00% | Reduce -6.9% | 668,921 | $23.1M |
| Prospera Financial Services Inc | 0.41% | Reduce -5.5% | 397,076 | $13.7M |
| LPL Financial LLC | 0.01% | Reduce -25.1% | 274,827 | $9.5M |
| UBS Group AG | 0.00% | Reduce -8.7% | 270,031 | $9.3M |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 221,446 | $7.6M |
| Bank of America Corp. | 0.00% | Add +1.4% | 200,408 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -30.9% | 107,808 | $3.7M |
| TD Waterhouse Canada Inc. | 0.03% | Add +11.2% | 94,688 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -14.2% | 78,396 | $2.7M |
| Raymond James & Associates | 0.00% | Reduce -2.2% | 77,562 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -15.2% | 51,519 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -3.1% | 44,386 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -72.5% | 38,425 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.4% | 29,168 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -36.1% | 27,273 | $941K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.3% | 25,636 | $885K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.1% | 24,486 | $845K |
| Kestra Advisory Services, LLC | 0.01% | Add +41.2% | 23,179 | $800K |
| Citadel Advisors | 0.00% | New | 22,641 | $781K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -46.3% | 22,222 | $767K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -4.2% | 18,487 | $638K |
| Susquehanna International Group, LLP | 0.00% | Add +12.1% | 18,085 | $624K |
| NBT Bank, N.A. | 0.04% | Reduce -5.2% | 16,267 | $561K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.3% | 15,417 | $532K |
| PCG Wealth Advisors, LLC | 0.25% | No change | 15,415 | $532K |
| Trueblood Wealth Management, LLC | 0.30% | Reduce -0.7% | 15,122 | $522K |
| Lincoln National Corp. | 0.01% | Add +0.1% | 14,894 | $514K |
| Keystone Financial Group | 0.07% | Reduce -7.2% | 13,754 | $475K |
| World Equity Group, Inc. | 0.09% | Add +14.8% | 11,995 | $414K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.1% | 10,275 | $355K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -32.0% | 10,031 | $346K |
| Cetera Investment Advisers | 0.00% | New | 9,143 | $316K |
| Arkadios Wealth Advisors | 0.02% | No change | 8,997 | $310K |
| Arbor Capital Management Inc. | 0.27% | New | 8,449 | $288K |
| Element Pointe Advisors, LLC | 0.07% | No change | 7,787 | $269K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +9.2% | 7,290 | $252K |
| NewEdge Advisors, LLC | 0.00% | No change | 6,529 | $225K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 6,310 | $218K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -27.7% | 4,448 | $153K |
| Private Trust Co. NA | 0.01% | No change | 3,857 | $133K |
| Comerica Bank | 0.00% | No change | 2,581 | $89K |
| WealthShield Partners, LLC | 0.01% | Reduce -14.2% | 2,488 | $86K |
| MTM Investment Management, LLC | 0.03% | No change | 2,388 | $82K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,284 | $44K |
| Global Retirement Partners, LLC | 0.00% | Reduce -21.6% | 1,270 | $44K |
| Creative Financial Designs Inc. | 0.00% | Reduce -73.3% | 999 | $34K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 494 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 470 | $16K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -23.2% | 400 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -23.2% | 400 | $14K |
| Investors Research Corp | 0.00% | New | 312 | $11K |
| Harbour Investments, Inc. | 0.00% | Add +1.2% | 255 | $9K |
| Lanark Financial, Inc. | 0.00% | Add +0.4% | 260 | $8K |
| Key Financial Inc | 0.00% | No change | 221 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 166 | $5K |
| Gradient Investments LLC | 0.00% | New | 100 | $3K |
"% 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.