FIRST TRUST DORSEY WRIGHT DY (FVC) Top Institutional Shareholders
FIRST TRUST DORSEY WRIGHT DY (FVC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $54.64M in FVC holdings during the latest filing period.
Prospera Financial Services Inc is currently the largest disclosed institutional shareholder of FVC tracked by InsiderSet, reporting ownership valued at approximately $8.98M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.68M, representing an estimated gain of +18.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed FVC value among the investors covered in this analysis. Major shareholders include Prospera Financial Services Inc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in FIRST TRUST DORSEY WRIGHT DY (FVC).
This page ranks the largest institutional FVC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
51
Total Reported Value
$54.64M
Largest Holder
Prospera Financial Services Inc
Largest Position
$8.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Prospera Financial Services Inc | 0.14% | 257,964 | $8,984,090 | $10,683,166 | +$1,699,076 | +18.91% | |
| Lpl Financial Llc | 0.00% | 227,339 | $7,917,712 | $9,414,881 | +$1,497,169 | +18.91% | |
| Morgan Stanley | 0.00% | 219,840 | $7,656,583 | $9,104,322 | +$1,447,739 | +18.91% | |
| Wells Fargo & Company/Mn | 0.00% | 181,165 | $6,309,578 | $7,502,659 | +$1,193,081 | +18.91% | |
| Bank Of America Corp | 0.00% | 128,427 | $4,472,820 | $5,318,599 | +$845,779 | +18.91% | |
| Ubs Group Ag | 0.00% | 120,968 | $4,213,074 | $5,009,696 | +$796,622 | +18.91% | |
| Raymond James Financial Inc | 0.00% | 59,131 | $2,059,369 | $2,448,816 | +$389,447 | +18.91% | |
| Geneos Wealth Management Inc. | 0.02% | 29,640 | $1,032,361 | $1,227,493 | +$195,132 | +18.90% | |
| Sun Financial Inc | 0.47% | 23,241 | $942,550 | $962,489 | +$19,939 | +2.12% | |
| Royal Bank Of Canada | 0.00% | 22,816 | $795,000 | $944,888 | +$149,888 | +18.85% | |
| Mariner, Llc | 0.00% | 22,335 | $777,877 | $924,968 | +$147,091 | +18.91% | |
| Oppenheimer & Co Inc | 0.01% | 19,875 | $692,203 | $823,091 | +$130,888 | +18.91% | |
| Private Advisor Group, Llc | 0.00% | 18,462 | $642,997 | $764,574 | +$121,577 | +18.91% | |
| Independent Financial Group, Llc | 0.01% | 26,889 | $604,196 | $1,113,565 | +$509,369 | +84.31% | |
| World Equity Group, Inc. | 0.15% | 17,017 | $592,665 | $704,732 | +$112,067 | +18.91% | |
| Atria Investments, Inc | 0.01% | 16,907 | $588,831 | $700,176 | +$111,345 | +18.91% | |
| Proactive Wealth Strategies Llc | 0.11% | 16,709 | $581,940 | $691,977 | +$110,037 | +18.91% | |
| Kestra Advisory Services, Llc | 0.00% | 16,024 | $558,067 | $663,608 | +$105,541 | +18.91% | |
| Trueblood Wealth Management, Llc | 0.21% | 15,686 | $546,297 | $649,611 | +$103,314 | +18.91% | |
| Pcg Wealth Advisors, Llc | 0.13% | 15,068 | $524,795 | $624,017 | +$99,222 | +18.91% | |
| Susquehanna International Group, Llp | 0.00% | 14,739 | $513,327 | $610,392 | +$97,065 | +18.91% | |
| Citadel Advisors Llc | 0.00% | 13,671 | $476,131 | $566,163 | +$90,032 | +18.91% | |
| Osaic Holdings, Inc. | 0.00% | 12,179 | $424,208 | $504,374 | +$80,166 | +18.90% | |
| Nbt Bank N A | 0.03% | 11,055 | $385,021 | $457,825 | +$72,804 | +18.91% | |
| Keystone Financial Group | 0.02% | 10,280 | $358,039 | $425,730 | +$67,691 | +18.91% | |
| Envestnet Asset Management Inc | 0.00% | 8,119 | $282,768 | $336,235 | +$53,467 | +18.91% | |
| Element Pointe Advisors, Llc | 0.05% | 7,787 | $271,204 | $322,486 | +$51,282 | +18.91% | |
| Holos Integrated Wealth Llc | 0.12% | 6,901 | $243,847 | $285,794 | +$41,947 | +17.20% | |
| Chicago Partners Investment Group Llc | 0.00% | 5,937 | $222,090 | $245,871 | +$23,781 | +10.71% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 5,476 | $190,717 | $226,780 | +$36,063 | +18.91% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,917 | $136,420 | $162,216 | +$25,796 | +18.91% | |
| Private Trust Co Na | 0.01% | 3,442 | $119,877 | $142,545 | +$22,668 | +18.91% | |
| Fifth Third Bancorp | 0.00% | 2,581 | $89,891 | $106,888 | +$16,997 | +18.91% | |
| Wealthshield Partners, Llc | 0.01% | 2,437 | $84,875 | $100,924 | +$16,049 | +18.91% | |
| Mtm Investment Management, Llc | 0.03% | 2,388 | $83,169 | $98,895 | +$15,726 | +18.91% | |
| Td Waterhouse Canada Inc. | 0.00% | 1,825 | $64,003 | $75,579 | +$11,576 | +18.09% | |
| Founders Financial Alliance, Llc | 0.01% | 1,248 | $43,465 | $51,684 | +$8,219 | +18.91% | |
| Us Bancorp \De\ | 0.00% | 1,125 | $39,218 | $46,590 | +$7,372 | +18.80% | |
| Western Wealth Management, Llc | 0.00% | 778 | $27,096 | $32,220 | +$5,124 | +18.91% | |
| Assetmark, Inc | 0.00% | 678 | $23,613 | $28,078 | +$4,465 | +18.91% | |
| Eversource Wealth Advisors, Llc | 0.00% | 1,484 | $19,485 | $61,457 | +$41,972 | +215.41% | |
| Advisortrust Partners, Llc | 0.00% | 331 | $11,528 | $13,708 | +$2,180 | +18.91% | |
| Key Financial Inc | 0.00% | 221 | $7,697 | $9,152 | +$1,455 | +18.91% | |
| Aptus Capital Advisors, Llc | 0.00% | 200 | $6,966 | $8,283 | +$1,317 | +18.90% | |
| Guardian Wealth Advisors, Llc / Nc | 0.00% | 200 | $6,966 | $8,283 | +$1,317 | +18.90% | |
| Fmr Llc | 0.00% | 171 | $5,956 | $7,082 | +$1,126 | +18.90% | |
| Nbc Securities, Inc. | 0.00% | 162 | $5,657 | $6,709 | +$1,052 | +18.60% | |
| Cwm, Llc | 0.00% | 110 | $3,831 | $4,555 | +$724 | +18.91% | |
| Farther Finance Advisors, Llc | 0.00% | 81 | $2,847 | $3,354 | +$507 | +17.83% | |
| Janney Montgomery Scott Llc | 0.00% | 33,382 | $1,163 | $1,382,462 | +$1,381,299 | +118770.35% |
Frequently asked questions about FVC
Who owns the most FVC stock?
The largest holders of FVC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST DORSEY WRIGHT DY (FVC).
Is FVC widely held by superinvestors?
Many widely followed stocks like FVC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FVC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.