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 349 firms reporting positions valued at approximately $2.48B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $419.45M in FV holdings in its latest filing.
Institutional Holders
349
Total Reported Value
$2.48B
Largest Holder
Morgan Stanley
Largest Position
$419.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
26
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$419.45M
- Lpl Financial Llc$250.28M
- Wells Fargo & Company/Mn$184.28M
- Commonwealth Equity Services, Llc$132.51M
- Raymond James Financial Inc$128.67M
FV News
All news- <h2>Hfg Advisors Inc Portfolio Shifts: Recent Activity Analysis</h2>
Aug 10, 2026 · valut.ai