FIRST TRUST DW FOCUS 5 FUND FV
$72.51
-2.3% 52w: $56.81 – $75.88
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data56.8166.3575.88
Jun 20, 2025 Jul 2, 2026
Institutional holders
321
-10 QoQ
13F value
$2.08B
-12.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$268K calls / — puts
Institutional value by quarter
Number of holders
Who owns FV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 5.6M | $338.0M | 0.0% | -1.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.2M | $194.8M | 0.0% | -12.6% |
| LPL Financial LLC | Bank broker | 3.1M | $187.4M | 0.0% | -25.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.8M | $111.7M | 0.2% | -20.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.8M | $107.7M | 0.0% | -14.5% |
| UBS Group AG | Bank broker | 1.3M | $75.8M | 0.0% | -1.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $71.4M | 0.0% | -6.4% |
| ROYAL BANK OF CANADA | Bank broker | 757.6K | $45.8M | 0.0% | -9.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 720.9K | $43.6M | 0.1% | -6.5% |
| Prospera Financial Services Inc | Diversified mechanical | 631.6K | $38.2M | 0.6% | -10.8% |
| Proactive Wealth Strategies LLC | Wealth advisor | 609.5K | $36.8M | 6.9% | +94.4% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 562.4K | $34.0M | 0.4% | -0.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 549.9K | $33.2M | 0.1% | -40.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 521.3K | $31.5M | 0.1% | -7.8% |
| SARD WEALTH MANAGEMENT GROUP, LLC | Wealth advisor | 468.3K | $28.3M | 15.4% | -0.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 422.7K | $25.5M | 0.0% | -4.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 415.5K | $25.1M | 0.0% | +3.8% |
| Cetera Investment Advisers | Wealth advisor | 403.6K | $24.4M | 0.0% | +0.9% |
| D.A. DAVIDSON & CO. | Wealth advisor | 398.5K | $24.1M | 0.1% | -2.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 389.2K | $23.5M | 0.0% | +22.8% |
| Private Advisor Group, LLC | Wealth advisor | 346.3K | $20.9M | 0.1% | +22.9% |
| Baird Financial Group, Inc. | Diversified mechanical | 343.2K | $20.7M | 0.0% | -18.2% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 305.4K | $18.5M | 0.2% | +115.0% |
| Madrona Financial Services, LLC | Wealth advisor | 247.6K | $15.0M | 3.3% | -38.4% |
| Geneos Wealth Management Inc. | Wealth advisor | 243.5K | $14.7M | 0.3% | -2.7% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 241.5K | $14.6M | 0.1% | -1.0% |
| CWM, LLC | Wealth advisor | 239.3K | $14.5M | 0.0% | -10.4% |
| Independent Advisor Alliance | Wealth advisor | 230.0K | $13.9M | 0.1% | New |
| Gateway Wealth Partners, LLC | Wealth advisor | 214.6K | $13.0M | 0.5% | +99.2% |
| Frederick Financial Consultants, LLC | Wealth advisor | 203.3K | $12.3M | 6.1% | +4.0% |
| Strid Group, LLC | Wealth advisor | 198.1K | $12.0M | 1.5% | -11.8% |
| Concentrum Wealth Management | Other | 174.9K | $10.6M | 3.1% | +0.4% |
| Regal Investment Advisors LLC | Wealth advisor | 173.9K | $10.5M | 0.6% | +2.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 161.0K | $9.8M | 0.0% | +75.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 154.7K | $9.4M | 0.0% | +3.4% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 152.5K | $9.2M | 0.1% | -1.3% |
| HFG Advisors, Inc. | Wealth advisor | 143.7K | $8.7M | 6.1% | +0.1% |
| AlphaCore Capital LLC | Wealth advisor | 139.5K | $8.4M | 0.2% | -2.2% |
| HighTower Advisors, LLC | Diversified mechanical | 136.7K | $8.3M | 0.0% | -2.6% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 133.5K | $8.1M | 0.2% | -2.3% |
| MGO ONE SEVEN LLC | Wealth advisor | 126.9K | $7.7M | 0.2% | -0.8% |
| Integrated Wealth Concepts LLC | Wealth advisor | 123.9K | $7.5M | 0.1% | -21.8% |
| JPMORGAN CHASE & CO | Bank broker | 126.0K | $7.4M | 0.0% | +92.5% |
| Fusion Capital, LLC | Other | 120.4K | $7.3M | 2.0% | +3.6% |
| SkyOak Wealth, LLC | Wealth advisor | 107.7K | $6.5M | 1.2% | +0.3% |
| AFFINITY WEALTH MANAGEMENT LLC | Wealth advisor | 103.6K | $6.3M | 0.9% | -4.6% |
| IFP Advisors, Inc | Wealth advisor | 101.4K | $6.1M | 0.1% | +1.2% |
| CITIGROUP INC | Bank broker | 101.2K | $6.1M | 0.0% | -3.6% |
| Valmark Advisers, Inc. | Wealth advisor | 98.7K | $6.0M | 0.1% | -1.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 89.1K | $5.3M | 0.0% | +4.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.