FIRST TRUST DW FOCUS 5 INTL (IFV) Institutional Shareholders
FIRST TRUST DW FOCUS 5 INTL (IFV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $186.10M in IFV holdings during the latest filing period.
Concurrent Investment Advisors, Llc is currently the largest disclosed institutional shareholder of IFV tracked by InsiderSet, reporting ownership valued at approximately $32.72M 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 $31.01M, representing an estimated loss of -5.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed IFV value among the investors covered in this analysis. Major shareholders include Concurrent Investment Advisors, Llc, Morgan Stanley, Wells Fargo & Company/Mn, 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
63
Total Reported Value
$186.10M
Largest Holder
Concurrent Investment Advisors, Llc
Largest Position
$32.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Concurrent Investment Advisors, Llc | 0.28% | 1,215,007 | $32,723,172 | $31,006,979 | -$1,716,193 | -5.24% | |
| Morgan Stanley | 0.00% | 1,270,775 | $32,112,526 | $32,430,178 | +$317,652 | +0.99% | |
| Wells Fargo & Company/Mn | 0.00% | 989,106 | $24,994,695 | $25,241,985 | +$247,290 | +0.99% | |
| Newedge Advisors, Llc | 0.65% | 236,221 | $14,042,432 | $6,028,360 | -$8,014,072 | -57.07% | |
| Raymond James Financial Inc | 0.00% | 520,699 | $13,158,059 | $13,288,238 | +$130,179 | +0.99% | |
| Bank Of America Corp | 0.00% | 314,659 | $7,951,434 | $8,030,098 | +$78,664 | +0.99% | |
| Kingsview Wealth Management, Llc | 0.10% | 299,475 | $7,567,734 | $7,642,602 | +$74,868 | +0.99% | |
| Prospera Financial Services Inc | 0.11% | 271,646 | $7,315,905 | $6,932,406 | -$383,499 | -5.24% | |
| Benjamin Edwards Inc | 0.05% | 214,162 | $5,768,228 | $5,465,414 | -$302,814 | -5.25% | |
| Ubs Group Ag | 0.00% | 228,007 | $5,761,737 | $5,818,739 | +$57,002 | +0.99% | |
| Lpl Financial Llc | 0.00% | 223,106 | $5,637,883 | $5,693,665 | +$55,782 | +0.99% | |
| Trueblood Wealth Management, Llc | 0.93% | 98,678 | $2,657,653 | $2,518,263 | -$139,390 | -5.24% | |
| Genesee Capital Advisors, Llc | 1.01% | 95,191 | $2,405,481 | $2,429,274 | +$23,793 | +0.99% | |
| Pfg Investments, Llc | 0.09% | 85,573 | $2,304,699 | $2,183,823 | -$120,876 | -5.24% | |
| Stifel Financial Corp | 0.00% | 81,938 | $2,070,834 | $2,091,058 | +$20,224 | +0.98% | |
| Cetera Investment Advisers | 0.00% | 71,721 | $1,812,394 | $1,830,320 | +$17,926 | +0.99% | |
| Goldman Sachs Group Inc | 0.00% | 64,981 | $1,642,070 | $1,658,315 | +$16,245 | +0.99% | |
| Kiker Wealth Management, Llc | 0.49% | 46,829 | $1,261,224 | $1,195,076 | -$66,148 | -5.24% | |
| Mml Investors Services, Llc | 0.00% | 44,870 | $1,133,869 | $1,145,082 | +$11,213 | +0.99% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 44,335 | $1,120,340 | $1,131,429 | +$11,089 | +0.99% | |
| Rockefeller Capital Management L.P. | 0.00% | 43,585 | $1,101,397 | $1,112,289 | +$10,892 | +0.99% | |
| Smith, Moore & Co. | 0.07% | 38,287 | $967,513 | $977,084 | +$9,571 | +0.99% | |
| Pine Valley Investments Ltd Liability Co | 0.04% | 33,735 | $908,572 | $860,917 | -$47,655 | -5.25% | |
| Osaic Holdings, Inc. | 0.00% | 35,760 | $903,825 | $912,595 | +$8,770 | +0.97% | |
| Citadel Advisors Llc | 0.00% | 31,922 | $806,669 | $814,649 | +$7,980 | +0.99% | |
| Royal Bank Of Canada | 0.00% | 28,681 | $725,000 | $731,939 | +$6,939 | +0.96% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,890 | $697,285 | $660,713 | -$36,572 | -5.24% | |
| Arkadios Wealth Advisors | 0.01% | 24,951 | $630,516 | $636,750 | +$6,234 | +0.99% | |
| Ewa, Llc | 0.11% | 23,181 | $624,322 | $591,579 | -$32,743 | -5.24% | |
| Susquehanna International Group, Llp | 0.00% | 23,610 | $596,625 | $602,527 | +$5,902 | +0.99% | |
| Kestra Advisory Services, Llc | 0.00% | 21,404 | $576,474 | $546,230 | -$30,244 | -5.25% | |
| Cushing Capital Partners, Llc | 0.39% | 20,958 | $564,451 | $534,848 | -$29,603 | -5.24% | |
| Kestra Private Wealth Services, Llc | 0.01% | 18,246 | $491,400 | $465,638 | -$25,762 | -5.24% | |
| Barnes Pettey Financial Advisors, Llc | 0.14% | 16,424 | $442,339 | $419,140 | -$23,199 | -5.24% | |
| Jane Street Group, Llc | 0.00% | 13,613 | $344,001 | $347,404 | +$3,403 | +0.99% | |
| Kovack Advisors, Inc. | 0.01% | 10,418 | $280,415 | $265,867 | -$14,548 | -5.19% | |
| Waterfront Wealth Inc. | 0.04% | 9,807 | $255,080 | $250,275 | -$4,805 | -1.88% | |
| Waverly Advisors, Llc | 0.00% | 10,003 | $252,776 | $255,277 | +$2,501 | +0.99% | |
| Morey & Quinn Wealth Partners, Llc | 0.14% | 8,160 | $219,782 | $208,243 | -$11,539 | -5.25% | |
| D.A. Davidson & Co. | 0.00% | 8,000 | $215,460 | $204,160 | -$11,300 | -5.24% | |
| Silver Grove Financial Group, Inc. | 0.16% | 8,011 | $202,439 | $204,441 | +$2,002 | +0.99% | |
| Topsail Wealth Management, Llc | 0.03% | 7,200 | $181,944 | $183,744 | +$1,800 | +0.99% | |
| Farther Finance Advisors, Llc | 0.00% | 6,386 | $171,978 | $162,971 | -$9,007 | -5.24% | |
| Gamma Investing Llc | 0.00% | 4,447 | $119,769 | $113,487 | -$6,282 | -5.24% | |
| Fifth Third Bancorp | 0.00% | 2,880 | $72,778 | $73,498 | +$720 | +0.99% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,960 | $49,529 | $50,019 | +$490 | +0.99% | |
| Quadrant Capital Group Llc | 0.04% | 8,248 | $48,966 | $210,489 | +$161,523 | +329.87% | |
| Advisory Services Network, Llc | 0.00% | 1,904 | $48,114 | $48,590 | +$476 | +0.99% | |
| Founders Financial Alliance, Llc | 0.01% | 1,626 | $43,793 | $41,496 | -$2,297 | -5.25% | |
| City Holding Co | 0.00% | 1,500 | $40,395 | $38,280 | -$2,115 | -5.24% |
Frequently asked questions about IFV
Who owns the most IFV stock?
The largest holders of IFV 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 INTL (IFV).
Is IFV widely held by superinvestors?
Many widely followed stocks like IFV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IFV 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.