FIRST TRUST DW FOCUS 5 FUND (FV) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.45B 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 $419.45M 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 $406.65M, representing an estimated loss of -3.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed FV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, 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
348
Total Reported Value
$2.45B
Largest Holder
Morgan Stanley
Largest Position
$419.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
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% | 5,527,840 | $419,452,589 | $406,648,916 | -$12,803,673 | -3.05% | |
| Lpl Financial Llc | 0.06% | 3,298,431 | $250,284,935 | $242,645,118 | -$7,639,817 | -3.05% | |
| Wells Fargo & Company/Mn | 0.03% | 2,428,631 | $184,284,534 | $178,659,325 | -$5,625,209 | -3.05% | |
| Commonwealth Equity Services, Llc | 0.17% | 1,746,363 | $132,513,986 | $128,469,098 | -$4,044,888 | -3.05% | |
| Raymond James Financial Inc | 0.04% | 1,695,696 | $128,669,399 | $124,741,841 | -$3,927,558 | -3.05% | |
| Ubs Group Ag | 0.01% | 1,199,927 | $91,050,461 | $88,271,190 | -$2,779,271 | -3.05% | |
| Bank Of America Corp | 0.01% | 1,157,404 | $87,823,794 | $85,143,036 | -$2,680,758 | -3.05% | |
| Royal Bank Of Canada | 0.01% | 742,094 | $56,310,000 | $54,591,255 | -$1,718,745 | -3.05% | |
| Osaic Holdings, Inc. | 0.06% | 646,596 | $49,072,893 | $47,566,059 | -$1,506,834 | -3.07% | |
| Proactive Wealth Strategies Llc | 7.37% | 604,871 | $45,897,010 | $44,496,609 | -$1,400,401 | -3.05% | |
| Prospera Financial Services Inc | 0.66% | 596,001 | $45,230,870 | $43,844,098 | -$1,386,772 | -3.07% | |
| Concurrent Investment Advisors, Llc | 0.37% | 568,217 | $43,116,289 | $41,800,202 | -$1,316,087 | -3.05% | |
| Newedge Advisors, Llc | 0.12% | 552,680 | $41,937,265 | $40,657,241 | -$1,280,024 | -3.05% | |
| &Partners | 0.15% | 517,054 | $36,630,708 | $38,036,457 | +$1,405,749 | +3.84% | |
| Sard Wealth Management Group, Llc | 17.37% | 478,783 | $36,330,041 | $35,221,097 | -$1,108,944 | -3.05% | |
| Stifel Financial Corp | 0.03% | 416,105 | $31,572,872 | $30,610,265 | -$962,607 | -3.05% | |
| Cetera Investment Advisers | 0.03% | 403,313 | $30,603,356 | $29,669,237 | -$934,119 | -3.05% | |
| Rockefeller Capital Management L.P. | 0.05% | 395,929 | $30,043,153 | $29,126,042 | -$917,111 | -3.05% | |
| D.A. Davidson & Co. | 0.17% | 393,649 | $29,870,124 | $28,958,316 | -$911,808 | -3.05% | |
| Envestnet Asset Management Inc | 0.01% | 362,245 | $27,487,146 | $26,648,119 | -$839,027 | -3.05% | |
| Benjamin Edwards Inc | 0.20% | 285,409 | $21,660,160 | $20,995,771 | -$664,389 | -3.07% | |
| Baird Financial Group, Inc. | 0.03% | 282,564 | $21,440,956 | $20,786,482 | -$654,474 | -3.05% | |
| Madrona Financial Services, Llc | 3.56% | 254,309 | $19,296,995 | $18,707,936 | -$589,059 | -3.05% | |
| Geneos Wealth Management Inc. | 0.39% | 249,073 | $18,899,680 | $18,322,756 | -$576,924 | -3.05% | |
| Private Advisor Group, Llc | 0.09% | 248,682 | $18,869,985 | $18,293,993 | -$575,992 | -3.05% | |
| Steward Partners Investment Advisory, Llc | 0.09% | 241,466 | $18,322,447 | $17,763,157 | -$559,290 | -3.05% | |
| Frederick Financial Consultants, Llc | 6.97% | 216,663 | $16,440,415 | $15,938,554 | -$501,861 | -3.05% | |
| Cwm, Llc | 0.04% | 239,257 | $14,460,104 | $17,600,654 | +$3,140,550 | +21.72% | |
| Strid Group, Llc | 1.58% | 187,639 | $14,238,051 | $13,803,438 | -$434,613 | -3.05% | |
| Concentrum Wealth Management | 3.23% | 177,615 | $13,477,450 | $13,066,034 | -$411,416 | -3.05% | |
| Regal Investment Advisors Llc | 0.68% | 173,447 | $13,161,134 | $12,759,420 | -$401,714 | -3.05% | |
| Integrated Wealth Concepts Llc | 0.06% | 163,142 | $12,379,089 | $12,001,345 | -$377,744 | -3.05% | |
| Jpmorgan Chase & Co | 0.00% | 159,482 | $11,877,514 | $11,732,102 | -$145,412 | -1.22% | |
| Stratos Wealth Partners, Ltd. | 0.11% | 149,627 | $11,353,762 | $11,007,131 | -$346,631 | -3.05% | |
| Alphacore Capital Llc | 0.20% | 145,236 | $11,020,508 | $10,684,112 | -$336,396 | -3.05% | |
| Hfg Advisors, Inc. | 6.85% | 144,740 | $10,982,850 | $10,647,624 | -$335,226 | -3.05% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 148,626 | $10,849,603 | $10,933,493 | +$83,890 | +0.77% | |
| Hightower Advisors, Llc | 0.01% | 134,483 | $10,204,539 | $9,893,081 | -$311,458 | -3.05% | |
| Ashton Thomas Private Wealth, Llc | 0.20% | 129,312 | $9,812,226 | $9,512,682 | -$299,544 | -3.05% | |
| Mgo One Seven Llc | 0.15% | 120,655 | $9,155,273 | $8,875,840 | -$279,433 | -3.05% | |
| Fusion Capital, Llc | 2.12% | 120,396 | $9,135,661 | $8,856,787 | -$278,874 | -3.05% | |
| Skyoak Wealth, Llc | 1.31% | 105,819 | $8,029,563 | $7,784,448 | -$245,115 | -3.05% | |
| Gateway Wealth Partners, Llc | 0.47% | 103,673 | $7,866,741 | $7,626,580 | -$240,161 | -3.05% | |
| Valmark Advisers, Inc. | 0.08% | 101,122 | $7,673,108 | $7,438,919 | -$234,189 | -3.05% | |
| Citigroup Inc | 0.00% | 99,688 | $7,564,334 | $7,333,428 | -$230,906 | -3.05% | |
| Ifp Advisors, Inc | 0.13% | 98,210 | $7,452,175 | $7,224,701 | -$227,474 | -3.05% | |
| Pfg Investments, Llc | 0.27% | 92,939 | $7,052,245 | $6,836,946 | -$215,299 | -3.05% | |
| Jones Financial Companies Lllp | 0.00% | 93,647 | $6,857,752 | $6,889,029 | +$31,277 | +0.46% | |
| Kestra Advisory Services, Llc | 0.02% | 84,352 | $6,400,655 | $6,205,254 | -$195,401 | -3.05% | |
| Mml Investors Services, Llc | 0.01% | 84,050 | $6,377,692 | $6,183,037 | -$194,655 | -3.05% |
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.