FIRST TRUST DW FOCUS 5 INTL IFV
$26.53
+0.2% 52w: $21.33 – $28.14
Latest 13F among current holders filed 27 days ago (Jun 8, 2026)
Price — last 12 months
research preview data21.3324.7328.14
Jun 20, 2025 Jul 2, 2026
Institutional holders
63
+11 QoQ
13F value
$167.3M
+21.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IFV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.3M | $32.1M | 0.0% | -24.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 989.1K | $25.0M | 0.0% | -9.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 782.6K | $19.8M | 0.1% | +50.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 520.7K | $13.2M | 0.0% | +70.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 314.7K | $8.0M | 0.0% | +9.4% |
| Kingsview Wealth Management, LLC | Wealth advisor | 299.5K | $7.6M | 0.1% | New |
| Prospera Financial Services Inc | Diversified mechanical | 298.7K | $7.5M | 0.1% | +209.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 269.3K | $6.8M | 0.0% | +16.1% |
| UBS Group AG | Bank broker | 228.0K | $5.8M | 0.0% | +36.9% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 226.5K | $5.7M | 0.1% | New |
| LPL Financial LLC | Bank broker | 223.1K | $5.6M | 0.0% | +6.4% |
| Trueblood Wealth Management, LLC | Other | 95.8K | $2.4M | 0.9% | +4.8% |
| Genesee Capital Advisors, LLC | Wealth advisor | 95.2K | $2.4M | 1.0% | -5.8% |
| Virtus Wealth Solutions LLC | Wealth advisor | 90.1K | $2.3M | 0.4% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 81.9K | $2.1M | 0.0% | -1.6% |
| PFG Investments, LLC | Diversified mechanical | 80.0K | $2.0M | 0.1% | +163.7% |
| Cetera Investment Advisers | Wealth advisor | 71.7K | $1.8M | 0.0% | +19.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 65.0K | $1.6M | 0.0% | New |
| Kiker Wealth Management, LLC | Wealth advisor | 47.7K | $1.2M | 0.6% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 44.9K | $1.1M | 0.0% | -10.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 44.3K | $1.1M | 0.0% | +153.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 43.6K | $1.1M | 0.0% | 0.0% |
| SMITH, MOORE & CO. | Wealth advisor | 38.3K | $968K | 0.1% | +34.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 35.8K | $904K | 0.0% | -6.8% |
| Pine Valley Investments Ltd Liability Co | Other | 33.8K | $855K | 0.0% | -0.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 31.9K | $807K | 0.0% | -51.0% |
| ROYAL BANK OF CANADA | Bank broker | 28.7K | $725K | 0.0% | +126.9% |
| Arkadios Wealth Advisors | Wealth advisor | 25.0K | $631K | 0.0% | -19.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 24.3K | $614K | 0.0% | -2.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 23.6K | $597K | 0.0% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 23.2K | $587K | 0.0% | +23.3% |
| Cushing Capital Partners, LLC | Wealth advisor | 20.7K | $522K | 0.4% | -3.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 18.9K | $477K | 0.0% | -6.8% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | Wealth advisor | 16.4K | $415K | 0.2% | Held |
| JANE STREET GROUP, LLC | Market maker | 13.6K | $344K | 0.0% | +8.0% |
| Kovack Advisors, Inc. | Other | 10.3K | $254K | 0.0% | -7.5% |
| Waverly Advisors, LLC | Wealth advisor | 10.0K | $253K | 0.0% | Held |
| Waterfront Wealth Inc. | Other | 9.8K | $248K | 0.0% | Held |
| Morey & Quinn Wealth Partners, LLC | Other | 8.3K | $210K | 0.1% | New |
| QUADRANT CAPITAL GROUP LLC | Diversified mechanical | 8.2K | $208K | 0.0% | Held |
| Silver Grove Financial Group, Inc. | Wealth advisor | 8.0K | $202K | 0.2% | Held |
| D.A. DAVIDSON & CO. | Wealth advisor | 8.0K | $202K | 0.0% | New |
| WEDBUSH SECURITIES INC | Diversified mechanical | 8.0K | $202K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 7.2K | $185K | 0.0% | -44.8% |
| Topsail Wealth Management, LLC | Wealth advisor | 7.2K | $182K | 0.0% | Held |
| GAMMA Investing LLC | Diversified mechanical | 4.4K | $112K | 0.0% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.9K | $73K | 0.0% | New |
| Aptus Capital Advisors, LLC | Wealth advisor | 2.0K | $50K | 0.0% | -52.0% |
| Advisory Services Network, LLC | Diversified mechanical | 1.9K | $48K | 0.0% | New |
| Founders Financial Alliance, LLC | Other | 1.6K | $41K | 0.0% | +51.3% |
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.