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Get Institutions for : 
First Trust Dorsey Wright Dynamic Focus 5 (FVC)  
$34.87 0.12 (0.35%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    2
Total shares held : 
 3,414,772  
% of shares held : 
 45.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 -856,233  
% of shares held change : 
   -11.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $31.22  
Last Quarter's Ending Price : 
 $32.78  
Last Quarter's Average Price : 
 $31.42  
Change from last quarter's     
avg. price to the last closing  : 
3.45 (10.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 31,181
 0.91%
 
Increased Positions :
14
 391,719
 11.47%
 
Unchanged Positions :
10
 35,514
 1.04%
 
Decreased Positions :
26
-1,201,641
-35.19%
 
Closed Positions :
6
-77,492
-2.27%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PCG Wealth Advisors LLC 66 - 2024-03-31 15,415 $532,000 0
   Arkadios Wealth Advisors 522 - 2024-03-31 8,997 $310,000 0
   ELEMENT POINTE ADVISORS LLC 63 - 2024-03-31 7,787 $269,000 0
   Goss Wealth Management LLC 1771 - 2024-03-31 6,529 $225,000 0
   Atria Wealth Solutions Inc. 1755 - 2024-03-31 6,310 $218,000 0
   PRIVATE TRUST CO NA 774 - 2024-03-31 3,857 $133,000 0
   COMERICA BANK 2575 - 2024-03-31 2,581 $89,000 0
   MTM Investment Management LLC 208 - 2024-03-31 2,388 $82,000 0
   Founders Financial Alliance LLC 390 - 2024-03-31 1,284 $44,000 0
   PNC FINANCIAL SERVICES GROUP INC 3492 - 2024-03-31 494 $17,000 0
   Capital Investment Advisory Services LLC 769 - 2024-03-31 470 $16,000 0
   Key Financial Inc 808 - 2024-03-31 221 $8,000 0
   EverSource Wealth Advisors LLC 1850 - 2024-03-31 166 $5,000 0
   PROEQUITIES INC. 2933 - 2024-03-31 0 $0 0
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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