FIRST TRUST DW FOCUS 5 FUND (FV) Institutional Ownership and Insiders Activity

FIRST TRUST DW FOCUS 5 FUND (FV) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $218,080 based on SEC Form 13F filings for the quarter ended June 30, 2026.

Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $218,080 in FV holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.