IFV Institutional Ownership & Shareholders
FIRST TRUST DW FOCUS 5 INTL (IFV) is currently held by 55 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $172.78M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of IFV tracked by InsiderSet, reporting ownership valued at approximately $44.59M in its June 30, 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 $39.59M, representing an estimated loss of -11.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed IFV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Newedge Advisors, Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST DW FOCUS 5 INTL (IFV).
This page ranks the largest institutional IFV 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
55
Total Reported Value
$172.78M
Largest Holder
Morgan Stanley
Largest Position
$44.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,655,802 | $44,594,930 | $39,589,729 | -$5,005,201 | -11.22% | |
| Wells Fargo & Company/Mn | 0.00% | 1,049,578 | $28,267,756 | $25,095,095 | -$3,172,661 | -11.22% | |
| Newedge Advisors, Llc | 0.06% | 793,139 | $21,361,207 | $18,963,716 | -$2,397,491 | -11.22% | |
| Raymond James Financial Inc | 0.00% | 518,804 | $13,972,683 | $12,404,448 | -$1,568,235 | -11.22% | |
| Bank Of America Corp | 0.00% | 328,521 | $8,847,798 | $7,854,839 | -$992,959 | -11.22% | |
| Ubs Group Ag | 0.00% | 328,004 | $8,834,132 | $7,842,477 | -$991,655 | -11.23% | |
| Prospera Financial Services Inc | 0.11% | 271,646 | $7,315,905 | $6,494,974 | -$820,931 | -11.22% | |
| Lpl Financial Llc | 0.00% | 234,517 | $6,316,128 | $5,607,231 | -$708,897 | -11.22% | |
| Benjamin Edwards Inc | 0.05% | 214,162 | $5,768,228 | $5,120,549 | -$647,679 | -11.23% | |
| Trueblood Wealth Management, Llc | 0.87% | 100,122 | $2,483,842 | $2,393,887 | -$89,955 | -3.62% | |
| Genesee Capital Advisors, Llc | 0.73% | 93,344 | $2,315,694 | $2,231,827 | -$83,867 | -3.62% | |
| Pfg Investments, Llc | 0.09% | 85,573 | $2,304,699 | $2,046,025 | -$258,674 | -11.22% | |
| Stifel Financial Corp | 0.00% | 83,056 | $2,236,783 | $1,985,844 | -$250,939 | -11.22% | |
| Cetera Investment Advisers | 0.00% | 75,549 | $2,034,734 | $1,806,354 | -$228,380 | -11.22% | |
| Mml Investors Services, Llc | 0.00% | 49,405 | $1,330,609 | $1,181,259 | -$149,350 | -11.22% | |
| Kiker Wealth Management, Llc | 0.49% | 46,829 | $1,261,224 | $1,119,667 | -$141,557 | -11.22% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 45,983 | $1,238,431 | $1,099,440 | -$138,991 | -11.22% | |
| Rockefeller Capital Management L.P. | 0.00% | 43,855 | $1,181,143 | $1,048,560 | -$132,583 | -11.22% | |
| Goldman Sachs Group Inc | 0.00% | 40,657 | $1,094,995 | $972,097 | -$122,898 | -11.22% | |
| Smith, Moore & Co. | 0.07% | 39,771 | $1,071,139 | $950,913 | -$120,226 | -11.22% | |
| Osaic Holdings, Inc. | 0.00% | 37,808 | $1,018,426 | $903,978 | -$114,448 | -11.24% | |
| Pine Valley Investments Ltd Liability Co | 0.04% | 33,735 | $908,572 | $806,594 | -$101,978 | -11.22% | |
| Jane Street Group, Llc | 0.00% | 26,150 | $704,285 | $625,239 | -$79,046 | -11.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,851 | $641,321 | $618,090 | -$23,231 | -3.62% | |
| Ewa, Llc | 0.11% | 23,181 | $624,322 | $554,251 | -$70,071 | -11.22% | |
| Kestra Advisory Services, Llc | 0.00% | 21,840 | $541,816 | $522,188 | -$19,628 | -3.62% | |
| Arkadios Wealth Advisors | 0.01% | 19,021 | $512,276 | $454,786 | -$57,490 | -11.22% | |
| Cushing Capital Partners, Llc | 0.30% | 19,995 | $496,040 | $478,074 | -$17,966 | -3.62% | |
| Barnes Pettey Financial Advisors, Llc | 0.14% | 16,424 | $442,339 | $392,693 | -$49,646 | -11.22% | |
| Kestra Private Wealth Services, Llc | 0.00% | 16,060 | $398,425 | $383,990 | -$14,435 | -3.62% | |
| Kovack Advisors, Inc. | 0.01% | 10,418 | $280,415 | $249,091 | -$31,324 | -11.17% | |
| Vise Technologies, Inc. | 0.00% | 10,867 | $269,583 | $259,827 | -$9,756 | -3.62% | |
| Waverly Advisors, Llc | 0.00% | 10,003 | $269,406 | $239,169 | -$30,237 | -11.22% | |
| &Partners | 0.00% | 8,801 | $237,033 | $210,429 | -$26,604 | -11.22% | |
| Waterfront Wealth Inc. | 0.04% | 9,650 | $232,087 | $230,729 | -$1,358 | -0.59% | |
| Morey & Quinn Wealth Partners, Llc | 0.14% | 8,913 | $221,108 | $213,107 | -$8,001 | -3.62% | |
| Equitable Holdings, Inc. | 0.00% | 8,057 | $216,990 | $192,640 | -$24,350 | -11.22% | |
| Silver Grove Financial Group, Inc. | 0.12% | 8,011 | $215,756 | $191,541 | -$24,215 | -11.22% | |
| Topsail Wealth Management, Llc | 0.02% | 7,100 | $191,221 | $169,759 | -$21,462 | -11.22% | |
| Gamma Investing Llc | 0.00% | 4,447 | $110,322 | $106,326 | -$3,996 | -3.62% | |
| Fifth Third Bancorp | 0.00% | 3,400 | $91,571 | $81,293 | -$10,278 | -11.22% | |
| Farther Finance Advisors, Llc | 0.00% | 3,685 | $91,406 | $88,107 | -$3,299 | -3.61% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,960 | $52,788 | $46,863 | -$5,925 | -11.22% | |
| Qube Research & Technologies Ltd | 0.00% | 1,651 | $44,466 | $39,475 | -$4,991 | -11.22% | |
| Founders Financial Alliance, Llc | 0.01% | 1,626 | $43,793 | $38,877 | -$4,916 | -11.23% | |
| City Holding Co | 0.00% | 1,500 | $37,200 | $35,865 | -$1,335 | -3.59% | |
| Fmr Llc | 0.00% | 927 | $24,955 | $22,164 | -$2,791 | -11.18% | |
| Mtm Investment Management, Llc | 0.00% | 406 | $10,072 | $9,707 | -$365 | -3.62% | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 320,802 | $7,959 | $7,670,280 | +$7,662,321 | +96272.40% | |
| Jones Financial Companies Lllp | 0.00% | 174 | $4,612 | $4,160 | -$452 | -9.79% |
Frequently asked questions about IFV
Who are the largest institutional holders of IFV?
The largest institutional holders of IFV reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Newedge Advisors, Llc, Raymond James Financial Inc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported IFV position.
What is IFV institutional ownership?
This page tracks IFV positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST DW FOCUS 5 INTL (IFV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IFV?
InsiderSet currently tracks 55 institutional managers reporting IFV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IFV shareholders.
How much IFV stock do institutions own?
Institutional investment managers disclosed approximately $172.78M in IFV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IFV institutional ownership last updated?
The latest IFV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IFV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IFV position after the reporting date.
Are institutions buying or selling IFV?
Institutional buying and selling can be analyzed by comparing IFV positions across consecutive 13F reporting periods. InsiderSet's IFV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IFV ownership changes.
How has IFV institutional ownership changed over time?
InsiderSet tracks IFV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.