Who owns FVC?
Institutional ownership of First Trust Dorsey Wright Dynamic Focus 5 ETF from Form 13F, Q2 2026
54 institutional managers reported holding First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Form 13F filings for Q2 2026, with 1,485,784 shares worth $65.0M. The largest reported holder was Prospera Financial Services Inc. Managers that filed both quarters cut a net 134,859 shares (-8.5%). 7 opened new positions and 4 sold out.
- Funds holding
- 54
- Value held
- $65.0M
- New / sold out
- 7 / 4
- Net shares, same filers
- -8.5%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of FVC
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Prospera Financial Services Inc | $9.6M | 14.8% | 219,323 | Trimmed |
| Morgan Stanley | $9.1M | 14.0% | 207,934 | Trimmed |
| Wells Fargo & Company | $7.9M | 12.1% | 179,651 | Trimmed |
| LPL Financial LLC | $6.4M | 9.8% | 146,064 | Trimmed |
| Bank of America Corp | $5.5M | 8.5% | 125,795 | Trimmed |
| UBS Group AG | $4.6M | 7.1% | 104,816 | Trimmed |
| Raymond James Financial Inc | $2.4M | 3.7% | 55,386 | Trimmed |
| Janney Montgomery Scott LLC | $1.4M | 2.2% | 32,982 | Trimmed |
| Global Retirement Partners, LLC | $1.3M | 2.1% | 30,663 | First report |
| Geneos Wealth Management Inc. | $1.1M | 1.7% | 25,231 | Trimmed |
| Royal Bank of Canada | $982K | 1.5% | 22,420 | Trimmed |
| Sun Financial Inc | $974K | 1.6% | 23,240 | Unchanged |
| Susquehanna International Group, LLP | $954K | 1.5% | 21,789 | Added |
| Mariner, LLC | $925K | 1.4% | 21,125 | Trimmed |
| Oppenheimer & Co Inc | $867K | 1.3% | 19,790 | Trimmed |
| Private Advisor Group, LLC | $818K | 1.3% | 18,669 | Added |
| World Equity Group, Inc. | $745K | 1.1% | 17,017 | Unchanged |
| Proactive Wealth Strategies LLC | $699K | 1.1% | 15,969 | Trimmed |
| Atria Investments, Inc | $689K | 1.1% | 15,720 | Trimmed |
| Trueblood Wealth Management, LLC | $687K | 1.1% | 15,686 | Unchanged |
| PCG Wealth Advisors, LLC | $660K | 1.0% | 15,068 | Unchanged |
| Ewa, LLC | $624K | 1.0% | 14,255 | New |
| Citadel Advisors LLC | $605K | 0.9% | 13,816 | Added |
| Osaic Holdings, Inc. | $548K | 0.8% | 12,515 | Added |
| Kestra Advisory Services, LLC | $530K | 0.8% | 12,090 | Trimmed |
Share of 13F holdings is each fund's shares as a share of the 1,485,784 FVC shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Ewa, LLC New+$624K
- NewEdge Advisors, LLC New+$471K
- Susquehanna International Group, LLP Added+$309K
- Cetera Investment Advisers New+$237K
- Flow Traders U.s. LLC New+$210K
- Commonwealth Equity Services, LLC New+$201K
- Integrated Wealth Concepts LLC New+$39K
- Osaic Holdings, Inc. Added+$15K
- Private Advisor Group, LLC Added+$9K
- Citadel Advisors LLC Added+$6K
Biggest sellers in Q2 2026
- LPL Financial LLC Trimmed-$3.6M
- Prospera Financial Services Inc Trimmed-$1.7M
- UBS Group AG Trimmed-$707K
- Morgan Stanley Trimmed-$521K
- NBT Bank, N.a. Trimmed-$435K
- Geneos Wealth Management Inc. Trimmed-$193K
- Kestra Advisory Services, LLC Trimmed-$172K
- Raymond James Financial Inc Trimmed-$164K
- Bank of America Corp Trimmed-$115K
- WealthShield Partners, LLC Sold out-$85K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $2.1M and sold $8.0M; 4 added and 21 trimmed.
Questions about FVC ownership
- Who owns FVC stock?
- 54 institutional investment managers reported FVC positions in their Form 13F filings for Q2 2026, holding 1,485,784 shares worth $65.0M in total. Prospera Financial Services Inc reported the largest position.
- Are funds buying or selling FVC?
- In Q2 2026, 7 managers opened new FVC positions, 4 added, 21 trimmed and 4 sold out. Managers that filed in both quarters sold a net 134,859 shares.
- How current is this FVC institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FVC by CUSIP. Options are left out. FVC news and filings · FVC insider trades · Top funds