First Trust Dorsey Wright DY (FVC)

CUSIP: 33738R878 | NYSE | 191 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Prospera Financial Services Inc237,529

0.1% of portfolio$10.3M

Oppenheimer & Co Inc19,591

0.0% of portfolio$831.0K

Trueblood Wealth Management, LLC15,442

0.2% of portfolio$655.0K

Kestra Advisory Services, LLC14,312

0.0% of portfolio$607.1K

Atria Investments, Inc14,269

0.0% of portfolio$605.3K

World Equity Group, Inc.11,984

0.2% of portfolio$508.4K

Cambridge Investment Research Advisors, Inc.9,456

0.0% of portfolio$401.0K

Element Pointe Advisors, LLC7,787

0.0% of portfolio$330.3K

Chicago Partners Investment Group LLC6,006

0.0% of portfolio$258.2K

Holos Integrated Wealth LLC5,521

0.1% of portfolio$234.3K

Wealth Enhancement Advisory Services, LLC4,697

0.0% of portfolio$201.1K

Private Trust Co NA3,442

0.0% of portfolio$146.0K

Fifth Third Bancorp2,581

0.0% of portfolio$109.5K

MTM Investment Management, LLC1,968

0.0% of portfolio$83.5K

TD Waterhouse Canada Inc.1,494

0.0% of portfolio$63.5K

NBT Bank, N.A.1,305

0.0% of portfolio$55.5K

US Bancorp \de\1,125

0.0% of portfolio$47.7K

Assetmark, Inc678

0.0% of portfolio$28.8K

Key FInancial Inc221

0.0% of portfolio$9.4K

EverSource Wealth Advisors, LLC166

0.0% of portfolio$7.0K

Lanark Financial, Inc.162

0.0% of portfolio$6.9K

Farther Finance Advisors, LLC81

0.0% of portfolio$3.4K

				Style	Turnover	Location	Filed
Prospera Financial Services Inc	237,529	$10.3M	0.1%	Core	Medium	Dallas, TX	2026-11-04
Oppenheimer & Co Inc	19,591	$831.0K	0.0%	Core	Low	New York, NY	2026-10-26
Trueblood Wealth Management, LLC	15,442	$655.0K	0.2%	Core	Low	Lima, OH	2026-10-23
Kestra Advisory Services, LLC	14,312	$607.1K	0.0%	Core	Low	Austin, TX	2026-11-02
Atria Investments, Inc	14,269	$605.3K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
World Equity Group, Inc.	11,984	$508.4K	0.2%	Growth	Medium	Schaumburg, IL	2026-10-14
Cambridge Investment Research Advisors, Inc.	9,456	$401.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Element Pointe Advisors, LLC	7,787	$330.3K	0.0%	ETF	Low	Miami, FL	2026-10-21
Chicago Partners Investment Group LLC	6,006	$258.2K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Holos Integrated Wealth LLC	5,521	$234.3K	0.1%	ETF	Low	Kennett Square, PA	2026-10-23
Wealth Enhancement Advisory Services, LLC	4,697	$201.1K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Private Trust Co NA	3,442	$146.0K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Fifth Third Bancorp	2,581	$109.5K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
MTM Investment Management, LLC	1,968	$83.5K	0.0%	Core	Very Low	Spartanburg, SC	2026-10-30
TD Waterhouse Canada Inc.	1,494	$63.5K	0.0%	Core	Low	Toronto, Australia	2026-10-16
NBT Bank, N.A.	1,305	$55.5K	0.0%	Core	Low	Norwich, NY	2026-10-21
US Bancorp \de\	1,125	$47.7K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Assetmark, Inc	678	$28.8K	0.0%	ETF	Low	Concord, CA	2026-10-21
Key FInancial Inc	221	$9.4K	0.0%	ETF	Low	West Chester, PA	2026-11-02
EverSource Wealth Advisors, LLC	166	$7.0K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Lanark Financial, Inc.	162	$6.9K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Farther Finance Advisors, LLC	81	$3.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08