First Trust Dorsey Wright DYFVCETF
13F holders, Q4 2024 (December 31)53holders −1
3new positions
4sold out
$36.54avg. 13F price*
At the end of Q4 2024, 53 institutions reported holding First Trust Dorsey Wright DY (FVC) in their 13F filings, down 1 from Q3 2024. 3 opened new positions and 4 sold out. The largest holders were Prospera Financial Services Inc ($11.8M), LPL Financial LLC ($10.8M) and Morgan Stanley ($10.0M).
- Company
- First Trust Dorsey Wright DY
- CUSIP
- 33738R878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.3M |
| Exits | 4 | $846K |
All 13F filers, Q3 2024 → Q4 2024: 98,328 shares bought and 507,367 shares sold, net −409,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Prospera Financial Services Inc | 0.28% | Reduce -1.2% | 323,473 | $11.8M |
| LPL Financial LLC | 0.00% | Reduce -4.5% | 296,664 | $10.8M |
| Morgan Stanley | 0.00% | Reduce -57.2% | 273,282 | $10.0M |
| UBS Group AG | 0.00% | Reduce -10.0% | 216,583 | $7.9M |
| Wells Fargo & Company | 0.00% | Reduce -3.5% | 193,355 | $7.1M |
| Bank of America Corp. | 0.00% | Reduce -5.7% | 165,500 | $6.0M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -2.3% | 133,698 | $4.9M |
| Raymond James Financial Inc. | 0.00% | — | 108,120 | $4.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.8% | 50,058 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 36,464 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +77.3% | 33,433 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -7.3% | 32,856 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +87.8% | 31,800 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | Add +14279.5% | 30,197 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.5% | 27,315 | $998K |
| Atria Investments, Inc | 0.01% | Reduce -6.6% | 26,670 | $975K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.5% | 25,334 | $926K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.1% | 21,645 | $791K |
| Harvest Investment Services, LLC | 0.18% | New | 19,734 | $721K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.3% | 16,352 | $598K |
| Trueblood Wealth Management, LLC | 0.27% | No change | 15,122 | $553K |
| PCG Wealth Advisors, LLC | 0.20% | Reduce -0.5% | 15,065 | $551K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -6.3% | 13,688 | $500K |
| NBT Bank, N.A. | 0.03% | Reduce -7.0% | 13,607 | $497K |
| World Equity Group, Inc. | 0.10% | Reduce -0.5% | 13,385 | $489K |
| Keystone Financial Group | 0.05% | Reduce -8.6% | 12,575 | $460K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +50.9% | 9,519 | $348K |
| Arbor Capital Management Inc. | 0.32% | New | 8,599 | $323K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.9% | 8,338 | $305K |
| Proactive Wealth Strategies LLC | 0.16% | Add +6.0% | 8,206 | $300K |
| Holos Integrated Wealth LLC | 0.20% | — | 7,989 | $292K |
| Element Pointe Advisors, LLC | 0.07% | No change | 7,787 | $285K |
| Cetera Investment Advisers | 0.00% | Reduce -29.0% | 7,669 | $280K |
| Jane Street Group, LLC | 0.00% | Reduce -74.7% | 7,500 | $274K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -0.8% | 7,124 | $260K |
| Independent Advisor Alliance | 0.00% | New | 6,644 | $243K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.9% | 6,559 | $240K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.7% | 6,128 | $224K |
| Osaic Holdings, Inc. | 0.00% | Reduce -62.4% | 6,111 | $223K |
| Private Trust Co. NA | 0.01% | No change | 3,692 | $135K |
| Comerica Bank | 0.00% | No change | 2,581 | $94K |
| WealthShield Partners, LLC | 0.01% | Reduce -50.0% | 2,437 | $89K |
| MTM Investment Management, LLC | 0.03% | No change | 2,388 | $87K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,248 | $46K |
| Golden State Wealth Management, LLC | 0.00% | — | 408 | $15K |
| JPMorgan Chase & Co. | 0.00% | No change | 355 | $13K |
| Investors Research Corp | 0.00% | No change | 312 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 256 | $9K |
| Key Financial Inc | 0.00% | No change | 221 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 200 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 200 | $7K |
| FMR LLC | 0.00% | No change | 171 | $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.