First Trust DW Focus 5 Fund (FV): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of FV (all 13F filers)
- Morgan Stanley5.5 MBank or trading desk−65 K
- LPL Financial3.3 MWealth adviser+198 K
- Wells Fargo2.4 MBank or trading desk−795 K
- Commonwealth Equity Services1.7 MWealth adviser−101 K
- Raymond James Financial1.7 MWealth adviser−87 K
- UBS Group1.2 MBank or trading desk−54 K
- Bank of America1.2 MBank or trading desk−23 K
- Royal Bank of Canada742 KBank or trading desk−16 K
- Osaic Holdings647 KWealth adviser−74 K
- Proactive Wealth Strategies605 KWealth adviser−4,627
- Shares
- 5.5 M
- Change
- −65 K
See more
- Type
- Bank or trading desk
- Value
- $419M
- Shares
- 3.3 M
- Change
- +198 K
See more
- Type
- Wealth adviser
- Value
- $250M
- Shares
- 2.4 M
- Change
- −795 K
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- Type
- Bank or trading desk
- Value
- $184M
- Shares
- 1.7 M
- Change
- −101 K
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- Type
- Wealth adviser
- Value
- $133M
- Shares
- 1.7 M
- Change
- −87 K
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- Type
- Wealth adviser
- Value
- $129M
- Shares
- 1.2 M
- Change
- −54 K
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- Type
- Bank or trading desk
- Value
- $91.1M
- Shares
- 1.2 M
- Change
- −23 K
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- Type
- Bank or trading desk
- Value
- $87.8M
- Shares
- 742 K
- Change
- −16 K
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- Type
- Bank or trading desk
- Value
- $56.3M
- Shares
- 647 K
- Change
- −74 K
See more
- Type
- Wealth adviser
- Value
- $49.1M
- Proactive Wealth Strategies
- Shares
- 605 K
- Change
- −4,627
See more
- Type
- Wealth adviser
- Value
- $45.9M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗