First Trust Dorsey Wright DYFVCETF
13F holders, Q3 2024 (September 30)54holders +3
5new positions
3sold out
1famous investor
$35.79avg. 13F price*
At the end of Q3 2024, 54 institutions reported holding First Trust Dorsey Wright DY (FVC) in their 13F filings, up 3 from Q2 2024. 5 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($22.9M), Prospera Financial Services Inc ($11.7M) and LPL Financial LLC ($11.1M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 3 | $2.9M |
All 13F filers, Q2 2024 → Q3 2024: 105,400 shares bought and 249,611 shares sold, net −144,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Morgan Stanley | 0.00% | Reduce -3.5% | 638,682 | $22.9M |
| Prospera Financial Services Inc | 0.30% | Reduce -9.5% | 327,517 | $11.7M |
| LPL Financial LLC | 0.01% | Reduce -2.5% | 310,547 | $11.1M |
| UBS Group AG | 0.00% | Reduce -5.7% | 240,601 | $8.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.0% | 200,451 | $7.2M |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 175,445 | $6.3M |
| TD Waterhouse Canada Inc. | 0.04% | Add +45.8% | 136,849 | $4.8M |
| Raymond James & Associates | 0.00% | Reduce -6.0% | 68,411 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -14.8% | 56,135 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -7.4% | 42,427 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -16.6% | 37,187 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -4.0% | 35,452 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +266.9% | 29,598 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -4.0% | 28,550 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.2% | 28,313 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.0% | 25,472 | $912K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -9.9% | 21,400 | $767K |
| Susquehanna International Group, LLP | 0.00% | Add +16.6% | 18,858 | $675K |
| Citadel Advisors | 0.00% | New | 17,832 | $639K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.8% | 17,445 | $625K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -48.7% | 16,930 | $606K |
| Osaic Holdings, Inc. | 0.00% | Reduce -54.7% | 16,241 | $582K |
| PCG Wealth Advisors, LLC | 0.21% | Reduce -0.6% | 15,133 | $542K |
| Trueblood Wealth Management, LLC | 0.27% | No change | 15,122 | $542K |
| NBT Bank, N.A. | 0.04% | Reduce -5.3% | 14,627 | $524K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -20.4% | 14,608 | $523K |
| Keystone Financial Group | 0.06% | New | 13,754 | $493K |
| World Equity Group, Inc. | 0.17% | Add +2.2% | 13,455 | $482K |
| Cetera Investment Advisers | 0.00% | Reduce -8.8% | 10,803 | $387K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.5% | 9,357 | $335K |
| Element Pointe Advisors, LLC | 0.07% | No change | 7,787 | $279K |
| Proactive Wealth Strategies LLC | 0.15% | — | 7,741 | $277K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -0.7% | 7,181 | $257K |
| NewEdge Advisors, LLC | 0.00% | Add +13.0% | 6,824 | $244K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.3% | 6,427 | $230K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 6,310 | $226K |
| WealthShield Partners, LLC | 0.02% | Add +95.9% | 4,874 | $175K |
| Private Trust Co. NA | 0.01% | Reduce -4.3% | 3,692 | $132K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | No change | 3,330 | $119K |
| Comerica Bank | 0.00% | No change | 2,581 | $92K |
| MTM Investment Management, LLC | 0.03% | No change | 2,388 | $86K |
| IFP Advisors, Inc | 0.00% | New | 1,676 | $60K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -2.8% | 1,248 | $45K |
| Fourpath Capital Management, LLC | 0.01% | New | 791 | $28K |
| JPMorgan Chase & Co. | 0.00% | New | 355 | $13K |
| Investors Research Corp | 0.00% | No change | 312 | $11K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 256 | $9K |
| Key Financial Inc | 0.00% | No change | 221 | $8K |
| Global Retirement Partners, LLC | 0.00% | Reduce -41.7% | 210 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -50.0% | 200 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -50.0% | 200 | $7K |
| FMR LLC | 0.00% | No change | 171 | $6K |
| Lanark Financial, Inc. | 0.00% | Add +0.6% | 177 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 166 | $6K |
"% 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.