First Trust Dorsey Wright DYFVCETF
13F holders, Q1 2025 (March 31)55holders +2
5new positions
3sold out
1famous investor
$35.18avg. 13F price*
At the end of Q1 2025, 55 institutions reported holding First Trust Dorsey Wright DY (FVC) in their 13F filings, up 2 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were Prospera Financial Services Inc ($11.2M), Morgan Stanley ($9.1M) and LPL Financial LLC ($8.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.4M |
| Exits | 3 | $777K |
All 13F filers, Q4 2024 → Q1 2025: 194,642 shares bought and 175,456 shares sold, net +19,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Prospera Financial Services Inc | 0.26% | Reduce -1.8% | 317,682 | $11.2M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 259,659 | $9.1M |
| LPL Financial LLC | 0.00% | Reduce -19.9% | 237,579 | $8.4M |
| Raymond James Financial Inc. | 0.00% | Add +98.7% | 214,802 | $7.6M |
| UBS Group AG | 0.00% | Reduce -6.9% | 201,542 | $7.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.4% | 192,585 | $6.8M |
| Bank of America Corp. | 0.00% | Reduce -4.7% | 157,728 | $5.5M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -0.9% | 132,455 | $4.7M |
| Citadel Advisors | 0.00% | New | 46,794 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.0% | 46,032 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 31,424 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -7.3% | 30,447 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.3% | 27,224 | $958K |
| Atria Investments, Inc | 0.01% | Reduce -8.0% | 24,551 | $864K |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.6% | 22,189 | $781K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.7% | 21,495 | $756K |
| Harvest Investment Services, LLC | 0.19% | No change | 19,734 | $694K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -39.7% | 19,173 | $675K |
| World Equity Group, Inc. | 0.19% | Add +40.4% | 18,792 | $668K |
| Osaic Holdings, Inc. | 0.00% | Add +193.8% | 17,956 | $632K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.2% | 17,199 | $605K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -32.7% | 17,044 | $600K |
| Trueblood Wealth Management, LLC | 0.25% | No change | 15,122 | $532K |
| PCG Wealth Advisors, LLC | 0.18% | No change | 15,065 | $530K |
| Rockefeller Capital Management L.P. | 0.00% | New | 14,624 | $514K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -4.9% | 13,023 | $458K |
| NBT Bank, N.A. | 0.03% | Reduce -10.6% | 12,170 | $428K |
| Keystone Financial Group | 0.04% | Reduce -9.4% | 11,393 | $401K |
| Cetera Investment Advisers | 0.00% | Add +14.0% | 8,744 | $308K |
| Arbor Capital Management Inc. | 0.30% | Add +0.4% | 8,634 | $304K |
| Proactive Wealth Strategies LLC | 0.16% | Add +3.2% | 8,468 | $298K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.1% | 8,344 | $294K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -15.2% | 8,072 | $284K |
| Holos Integrated Wealth LLC | 0.18% | No change | 7,989 | $281K |
| Element Pointe Advisors, LLC | 0.07% | No change | 7,787 | $274K |
| NewEdge Advisors, LLC | 0.00% | Add +2.1% | 6,694 | $235K |
| Chicago Partners Investment Group LLC | 0.01% | New | 6,717 | $233K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 6,027 | $212K |
| Private Trust Co. NA | 0.01% | No change | 3,692 | $130K |
| Comerica Bank | 0.00% | No change | 2,581 | $91K |
| WealthShield Partners, LLC | 0.01% | Add +2.1% | 2,488 | $88K |
| MTM Investment Management, LLC | 0.03% | No change | 2,388 | $84K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,248 | $44K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.5% | 410 | $14K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.9% | 320 | $11K |
| Investors Research Corp | 0.00% | No change | 312 | $11K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 257 | $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 |
| Farther Finance Advisors, LLC | 0.00% | New | 148 | $5K |
| Lanark Financial, Inc. | 0.00% | — | 158 | $5K |
| IFP Advisors, Inc | 0.00% | New | 11 | $387 |
"% 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.