FIRST TRUST DW FOCUS 5 FUND (FV) Top Institutional Shareholders
FIRST TRUST DW FOCUS 5 FUND (FV) 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 $2.02B in FV holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FV tracked by InsiderSet, reporting ownership valued at approximately $338.03M 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 $401.82M, representing an estimated gain of +18.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed FV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST DW FOCUS 5 FUND (FV).
This page ranks the largest institutional FV 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
315
Total Reported Value
$2.02B
Largest Holder
Morgan Stanley
Largest Position
$338.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.02% | 5,593,064 | $338,030,826 | $401,821,378 | +$63,790,552 | +18.87% | |
| Wells Fargo & Company/Mn | 0.04% | 3,223,326 | $194,809,717 | $231,572,765 | +$36,763,048 | +18.87% | |
| Lpl Financial Llc | 0.05% | 3,100,853 | $187,407,756 | $222,773,962 | +$35,366,206 | +18.87% | |
| Commonwealth Equity Services, Llc | 0.16% | 1,847,399 | $111,652,199 | $132,722,317 | +$21,070,118 | +18.87% | |
| Raymond James Financial Inc | 0.03% | 1,782,456 | $107,727,194 | $128,056,630 | +$20,329,436 | +18.87% | |
| Ubs Group Ag | 0.01% | 1,253,978 | $75,787,923 | $90,089,291 | +$14,301,368 | +18.87% | |
| Bank Of America Corp | 0.01% | 1,180,641 | $71,354,576 | $84,820,555 | +$13,465,979 | +18.87% | |
| Royal Bank Of Canada | 0.01% | 757,619 | $45,789,000 | $54,429,470 | +$8,640,470 | +18.87% | |
| Osaic Holdings, Inc. | 0.06% | 720,873 | $43,577,040 | $51,789,535 | +$8,212,495 | +18.85% | |
| Prospera Financial Services Inc | 0.61% | 631,578 | $38,175,756 | $45,374,332 | +$7,198,576 | +18.86% | |
| Proactive Wealth Strategies Llc | 6.92% | 609,498 | $36,836,236 | $43,788,043 | +$6,951,807 | +18.87% | |
| Concurrent Investment Advisors, Llc | 0.37% | 562,364 | $33,987,897 | $40,401,804 | +$6,413,907 | +18.87% | |
| Sard Wealth Management Group, Llc | 15.39% | 468,254 | $28,300,130 | $33,640,678 | +$5,340,548 | +18.87% | |
| Stifel Financial Corp | 0.02% | 422,656 | $25,544,012 | $30,364,790 | +$4,820,778 | +18.87% | |
| Rockefeller Capital Management L.P. | 0.04% | 415,510 | $25,112,417 | $29,851,402 | +$4,738,985 | +18.87% | |
| Cetera Investment Advisers | 0.03% | 403,640 | $24,394,982 | $28,998,628 | +$4,603,646 | +18.87% | |
| D.A. Davidson & Co. | 0.15% | 398,503 | $24,084,563 | $28,629,571 | +$4,545,008 | +18.87% | |
| Envestnet Asset Management Inc | 0.01% | 389,192 | $23,521,792 | $27,960,643 | +$4,438,851 | +18.87% | |
| Private Advisor Group, Llc | 0.10% | 346,335 | $20,931,692 | $24,881,676 | +$3,949,984 | +18.87% | |
| Baird Financial Group, Inc. | 0.03% | 343,182 | $20,741,062 | $24,655,156 | +$3,914,094 | +18.87% | |
| Benjamin Edwards Inc | 0.18% | 305,385 | $18,459,668 | $21,939,713 | +$3,480,045 | +18.85% | |
| Newedge Advisors, Llc | 0.84% | 252,798 | $18,208,150 | $18,161,716 | -$46,434 | -0.26% | |
| Madrona Financial Services, Llc | 3.27% | 247,584 | $14,963,383 | $17,787,128 | +$2,823,745 | +18.87% | |
| Geneos Wealth Management Inc. | 0.34% | 243,531 | $14,719,003 | $17,495,949 | +$2,776,946 | +18.87% | |
| Steward Partners Investment Advisory, Llc | 0.07% | 241,542 | $14,598,190 | $17,353,054 | +$2,754,864 | +18.87% | |
| Cwm, Llc | 0.04% | 239,257 | $14,460,104 | $17,188,893 | +$2,728,789 | +18.87% | |
| Independent Advisor Alliance | 0.15% | 230,000 | $13,900,649 | $16,523,844 | +$2,623,195 | +18.87% | |
| Gateway Wealth Partners, Llc | 0.51% | 214,630 | $12,971,708 | $15,419,620 | +$2,447,912 | +18.87% | |
| Frederick Financial Consultants, Llc | 6.11% | 203,280 | $12,285,711 | $14,604,204 | +$2,318,493 | +18.87% | |
| Strid Group, Llc | 1.48% | 198,099 | $11,972,611 | $14,231,987 | +$2,259,376 | +18.87% | |
| Concentrum Wealth Management | 3.12% | 174,859 | $10,568,036 | $12,562,360 | +$1,994,324 | +18.87% | |
| Regal Investment Advisors Llc | 0.61% | 173,870 | $10,508,282 | $12,491,308 | +$1,983,026 | +18.87% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 161,001 | $9,819,429 | $11,566,763 | +$1,747,334 | +17.79% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 154,719 | $9,350,801 | $11,115,446 | +$1,764,645 | +18.87% | |
| Stratos Wealth Partners, Ltd. | 0.10% | 152,481 | $9,215,617 | $10,954,662 | +$1,739,045 | +18.87% | |
| Hfg Advisors, Inc. | 6.11% | 143,684 | $8,683,897 | $10,322,661 | +$1,638,764 | +18.87% | |
| Alphacore Capital Llc | 0.20% | 139,511 | $8,431,696 | $10,022,861 | +$1,591,165 | +18.87% | |
| Hightower Advisors, Llc | 0.01% | 136,665 | $8,259,684 | $9,818,396 | +$1,558,712 | +18.87% | |
| Ashton Thomas Private Wealth, Llc | 0.19% | 133,501 | $8,068,451 | $9,591,086 | +$1,522,635 | +18.87% | |
| Mgo One Seven Llc | 0.15% | 126,928 | $7,671,224 | $9,118,863 | +$1,447,639 | +18.87% | |
| Integrated Wealth Concepts Llc | 0.06% | 123,925 | $7,489,704 | $8,903,119 | +$1,413,415 | +18.87% | |
| Fusion Capital, Llc | 1.96% | 120,426 | $7,278,275 | $8,651,741 | +$1,373,466 | +18.87% | |
| Skyoak Wealth, Llc | 1.19% | 107,748 | $6,512,020 | $7,740,918 | +$1,228,898 | +18.87% | |
| Affinity Wealth Management Llc | 0.95% | 103,563 | $6,259,098 | $7,440,256 | +$1,181,158 | +18.87% | |
| Ifp Advisors, Inc | 0.13% | 101,409 | $6,128,906 | $7,285,507 | +$1,156,601 | +18.87% | |
| Citigroup Inc | 0.00% | 101,222 | $6,117,588 | $7,272,072 | +$1,154,484 | +18.87% | |
| Valmark Advisers, Inc. | 0.07% | 98,725 | $5,966,663 | $7,092,680 | +$1,126,017 | +18.87% | |
| Jones Financial Companies Lllp | 0.00% | 89,101 | $5,309,542 | $6,401,265 | +$1,091,723 | +20.56% | |
| Kestra Advisory Services, Llc | 0.02% | 87,664 | $5,298,217 | $6,298,027 | +$999,810 | +18.87% | |
| Truist Financial Corp | 0.01% | 87,093 | $5,263,686 | $6,257,005 | +$993,319 | +18.87% |
Frequently asked questions about FV
Who owns the most FV stock?
The largest holders of FV 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 DW FOCUS 5 FUND (FV).
Is FV widely held by superinvestors?
Many widely followed stocks like FV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FV 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.