First Trust Dorsey Wright DYFVCETF
13F holders, Q1 2026 (March 31)51holders +2
6new positions
2sold out
1famous investor
$34.92avg. 13F price*
At the end of Q1 2026, 51 institutions reported holding First Trust Dorsey Wright DY (FVC) in their 13F filings, up 2 from Q4 2025. 6 opened new positions and 2 sold out. The largest holders were Prospera Financial Services Inc ($9.0M), LPL Financial LLC ($7.9M) and Morgan Stanley ($7.7M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $725K |
| Exits | 2 | $756K |
All 13F filers, Q4 2025 → Q1 2026: 95,414 shares bought and 156,931 shares sold, net −61,517 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Prospera Financial Services Inc | 0.14% | Reduce -15.1% | 257,964 | $9.0M |
| LPL Financial LLC | 0.00% | Add +24.1% | 227,339 | $7.9M |
| Morgan Stanley | 0.00% | Reduce -1.5% | 219,840 | $7.7M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 181,165 | $6.3M |
| Bank of America Corp. | 0.00% | Reduce -17.9% | 128,427 | $4.5M |
| UBS Group AG | 0.00% | Reduce -1.3% | 120,968 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 59,131 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.8% | 33,382 | $1.2M |
| Geneos Wealth Management Inc. | 0.02% | Add +10.4% | 29,640 | $1.0M |
| Sun Financial Inc | 0.47% | Reduce -1.8% | 23,241 | $943K |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 22,816 | $795K |
| Mariner, LLC | 0.00% | Reduce -7.9% | 22,335 | $778K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.9% | 19,875 | $692K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.3% | 18,462 | $643K |
| World Equity Group, Inc. | 0.15% | Reduce -16.8% | 17,017 | $593K |
| Atria Investments, Inc | 0.01% | Reduce -10.3% | 16,907 | $589K |
| Proactive Wealth Strategies LLC | 0.11% | Add +94.5% | 16,709 | $582K |
| Kestra Advisory Services, LLC | 0.00% | Add +21.0% | 16,024 | $558K |
| Trueblood Wealth Management, LLC | 0.21% | Reduce -5.2% | 15,686 | $546K |
| PCG Wealth Advisors, LLC | 0.13% | No change | 15,068 | $525K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.5% | 14,739 | $513K |
| Citadel Advisors | 0.00% | New | 13,671 | $476K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.5% | 12,179 | $424K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.8% | 12,145 | $423K |
| NBT Bank, N.A. | 0.03% | Add +30608.3% | 11,055 | $385K |
| Keystone Financial Group | 0.02% | Reduce -9.0% | 10,280 | $358K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.7% | 9,569 | $333K |
| Envestnet Asset Management Inc. | 0.00% | Add +20.0% | 8,119 | $283K |
| Element Pointe Advisors, LLC | 0.05% | No change | 7,787 | $271K |
| Holos Integrated Wealth LLC | 0.12% | Reduce -8.6% | 6,901 | $244K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.9% | 5,937 | $222K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 5,476 | $191K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 3,917 | $136K |
| Private Trust Co. NA | 0.01% | No change | 3,442 | $120K |
| Fifth Third Bancorp | 0.00% | New | 2,581 | $90K |
| WealthShield Partners, LLC | 0.01% | No change | 2,437 | $85K |
| MTM Investment Management, LLC | 0.03% | No change | 2,388 | $83K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -44.0% | 1,825 | $64K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,248 | $43K |
| US Bancorp \de | 0.00% | Reduce -18.9% | 1,125 | $39K |
| Assetmark, Inc. | 0.00% | No change | 678 | $24K |
| Advisortrust Partners, LLC | 0.00% | New | 331 | $12K |
| JPMorgan Chase & Co. | 0.00% | No change | 320 | $11K |
| Key Financial Inc | 0.00% | No change | 221 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 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 |
| Lanark Financial, Inc. | 0.00% | No change | 162 | $6K |
| Cwm, LLC | 0.00% | New | 110 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -45.3% | 81 | $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.