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First Trust Dorsey Wright DY (FVC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Prospera Financial Services Inc
INCREASED
Shares237,529 from 219,323
Change+18,206 (+8%)
Value$10.3M (+$668.4K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares146,438 from 146,064
Change+374 (+0%)
Value$6.2M (-$185.5K)
Filed 2026-11-06
Oppenheimer & Co Inc
DECREASED
Shares19,591 from 19,790
Change-199 (-1%)
Value$831.0K (-$35.7K)
Filed 2026-10-26
Trueblood Wealth Management, LLC
DECREASED
Shares15,442 from 15,686
Change-244 (-2%)
Value$655.0K (-$32.0K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares14,312 from 12,090
Change+2,222 (+18%)
Value$607.1K (+$77.6K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares14,269 from 15,720
Change-1,451 (-9%)
Value$605.3K (-$83.2K)
Filed 2026-10-15
World Equity Group, Inc.
DECREASED
Shares11,984 from 17,017
Change-5,033 (-30%)
Value$508.4K (-$237.0K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares9,456 from 9,269
Change+187 (+2%)
Value$401.0K (-$5.0K)
Filed 2026-11-02
Element Pointe Advisors, LLC
UNCHANGED
Shares7,787 from 7,787
Change0 (0%)
Value$330.3K (-$10.7K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares6,006 from 5,937
Change+69 (+1%)
Value$258.2K (+$16.8K)
Filed 2026-10-27
Holos Integrated Wealth LLC
DECREASED
Shares5,521 from 6,901
Change-1,380 (-20%)
Value$234.3K (-$51.2K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
NEW
Shares4,697
Change+4,697
Value$201.1K
Filed 2026-10-13
Private Trust Co NA
UNCHANGED
Shares3,442 from 3,442
Change0 (0%)
Value$146.0K (-$4.7K)
Filed 2026-10-20
Fifth Third Bancorp
UNCHANGED
Shares2,581 from 2,581
Change0 (0%)
Value$109.5K (-$3.6K)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$83.5K (-$2.7K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,494 from 1,494
Change0 (0%)
Value$63.5K (-$374)
Filed 2026-10-16
NBT Bank, N.A.
INCREASED
Shares1,305 from 1,120
Change+185 (+17%)
Value$55.5K (+$6.4K)
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$47.7K (-$1.6K)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$28.8K (-$934)
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$9.4K (-$304)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$7.0K (-$229)
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$6.9K (-$224)
Filed 2026-10-26
Farther Finance Advisors, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$3.4K (-$112)
Filed 2026-10-08
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 4,590
Change-4,590 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 207,934
Change-207,934 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 179,651
Change-179,651 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 125,795
Change-125,795 (-100%)
Value—
UBS Group AG
N/A
Shares— from 104,816
Change-104,816 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 55,386
Change-55,386 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 32,982
Change-32,982 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 30,663
Change-30,663 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 25,231
Change-25,231 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 23,240
Change-23,240 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,420
Change-22,420 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,789
Change-21,789 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 21,125
Change-21,125 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 18,669
Change-18,669 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 15,969
Change-15,969 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 15,068
Change-15,068 (-100%)
Value—
EWA, LLC
N/A
Shares— from 14,255
Change-14,255 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,816
Change-13,816 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,515
Change-12,515 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,751
Change-10,751 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,280
Change-10,280 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,922
Change-7,922 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,407
Change-5,407 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,241
Change-5,241 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,917
Change-3,917 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 487
Change-487 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 320
Change-320 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
FMR LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 102
Change-102 (-100%)
Value—
Status
Prospera Financial Services Inc
INCREASED237,529219,323+18,206+8%$9.6M$10.3M+$668.4K2026-11-04
LPL Financial LLC
INCREASED146,438146,064+374+0%$6.4M$6.2M-$185.5K2026-11-06
Oppenheimer & Co Inc
DECREASED19,59119,790-199-1%$866.8K$831.0K-$35.7K2026-10-26
Trueblood Wealth Management, LLC
DECREASED15,44215,686-244-2%$687.0K$655.0K-$32.0K2026-10-23
Kestra Advisory Services, LLC
INCREASED14,31212,090+2,222+18%$529.5K$607.1K+$77.6K2026-11-02
Atria Investments, Inc
DECREASED14,26915,720-1,451-9%$688.5K$605.3K-$83.2K2026-10-15
World Equity Group, Inc.
DECREASED11,98417,017-5,033-30%$745.3K$508.4K-$237.0K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED9,4569,269+187+2%$406.0K$401.0K-$5.0K2026-11-02
Element Pointe Advisors, LLC
UNCHANGED7,7877,78700%$341.1K$330.3K-$10.7K2026-10-21
Chicago Partners Investment Group LLC
INCREASED6,0065,937+69+1%$241.4K$258.2K+$16.8K2026-10-27
Holos Integrated Wealth LLC
DECREASED5,5216,901-1,380-20%$285.5K$234.3K-$51.2K2026-10-23
Wealth Enhancement Advisory Services, LLC
NEW4,697—+4,697——$201.1K—2026-10-13
Private Trust Co NA
UNCHANGED3,4423,44200%$150.8K$146.0K-$4.7K2026-10-20
Fifth Third Bancorp
UNCHANGED2,5812,58100%$113.0K$109.5K-$3.6K2026-11-05
MTM Investment Management, LLC
UNCHANGED1,9681,96800%$86.2K$83.5K-$2.7K2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED1,4941,49400%$63.8K$63.5K-$3742026-10-16
NBT Bank, N.A.
INCREASED1,3051,120+185+17%$49.1K$55.5K+$6.4K2026-10-21
US Bancorp \de\
UNCHANGED1,1251,12500%$49.3K$47.7K-$1.6K2026-11-05
Assetmark, Inc
UNCHANGED67867800%$29.7K$28.8K-$9342026-10-21
Key FInancial Inc
UNCHANGED22122100%$9.7K$9.4K-$3042026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED16616600%$7.3K$7.0K-$2292026-11-04
Lanark Financial, Inc.
UNCHANGED16216200%$7.1K$6.9K-$2242026-10-26
Farther Finance Advisors, LLC
UNCHANGED818100%$3.5K$3.4K-$1122026-10-08
Commonwealth Equity Services, LLC
CLOSED04,590-4,590-100%$201.1K$0-$201.1K2026-11-02
Morgan Stanley
N/A—207,934-207,934-100%$9.1M———
Wells Fargo & Company
N/A—179,651-179,651-100%$7.9M———
Bank of America Corp
N/A—125,795-125,795-100%$5.5M———
UBS Group AG
N/A—104,816-104,816-100%$4.6M———
Raymond James Financial Inc
N/A—55,386-55,386-100%$2.4M———
Janney Montgomery Scott LLC
N/A—32,982-32,982-100%$1.4M———
Global Retirement Partners, LLC
N/A—30,663-30,663-100%$1.3M———
Geneos Wealth Management Inc.
N/A—25,231-25,231-100%$1.1M———
Sun Financial Inc
N/A—23,240-23,240-100%$974.3K———
Royal Bank of Canada
N/A—22,420-22,420-100%$982.0K———
Susquehanna International Group, LLP
N/A—21,789-21,789-100%$954.3K———
Mariner, LLC
N/A—21,125-21,125-100%$925.2K———
Private Advisor Group, LLC
N/A—18,669-18,669-100%$817.6K———
Proactive Wealth Strategies LLC
N/A—15,969-15,969-100%$699.4K———
PCG Wealth Advisors, LLC
N/A—15,068-15,068-100%$660.0K———
EWA, LLC
N/A—14,255-14,255-100%$624.3K———
Citadel Advisors LLC
N/A—13,816-13,816-100%$605.1K———
Osaic Holdings, Inc.
N/A—12,515-12,515-100%$548.2K———
NewEdge Advisors, LLC
N/A—10,751-10,751-100%$470.9K———
Keystone Financial Group
N/A—10,280-10,280-100%$450.3K———
Envestnet Asset Management Inc
N/A—7,922-7,922-100%$347.0K———
Cetera Investment Advisers
N/A—5,407-5,407-100%$236.8K———
O'shaughnessy Asset Management, LLC
N/A—5,241-5,241-100%$229.5K———
Flow Traders U.S. LLC
N/A—4,797-4,797-100%$210.0K———
Steward Partners Investment Advisory, LLC
N/A—3,917-3,917-100%$171.6K———
Founders Financial Alliance, LLC
N/A—1,248-1,248-100%$54.7K———
BFC Planning, Inc.
N/A—487-487-100%$21.3K———
JPMorgan Chase & Co
N/A—320-320-100%$13.8K———
Aptus Capital Advisors, LLC
N/A—200-200-100%$8.8K———
FMR LLC
N/A—171-171-100%$7.5K———
Jones Financial Companies Lllp
N/A—102-102-100%$4.3K———
Showing 55 of 55 institutions