13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
FV

FIRST TRUST DW FOCUS 5 FUND

337 institutions still hold FIRST TRUST DW FOCUS 5 FUND as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738R605·Exchange Traded Fund·337 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.9%
vs prior quarter
13F value held
$1.5B
73.0% inst. owned
of float
Holders
337
-61 QoQ
filers reporting
Activity
+17 / −75
+931 added · −816 reduced
this quarter
Concentration
22.68%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

337 institutions reported FV in Q1 2026. MORGAN STANLEY leads at 22.7% of the visible book. -61 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$338M5.6M0.02%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$195M3.2M0.04%Q1 202603
LPL Financial LLC
CIK 0001403438
$187M3.1M0.05%Q1 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$112M1.8M0.16%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$108M1.8M0.03%Q1 202606
UBS Group AG
CIK 0001610520
$76M1.3M0.01%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$71M1.2M0.01%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$46M758K0.01%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$44M721K0.06%Q1 202610
Prospera Financial Services Inc
CIK 0001541625
$38M632K0.61%Q1 202611
Proactive Wealth Strategies LLC
CIK 0002043129
$37M609K6.92%Q1 202612
Concurrent Investment Advisors, LLC
CIK 0002001015
$34M562K0.37%Q1 202613
NewEdge Advisors, LLC
CIK 0001633516
$33M550K0.12%Q1 202614
SARD WEALTH MANAGEMENT GROUP, LLC
CIK 0002010095
$28M468K15.39%Q1 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$26M423K0.02%Q1 202616
Rockefeller Capital Management L.P.
CIK 0001739439
$25M416K0.04%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$24M404K0.03%Q1 202618
D.A. DAVIDSON & CO.
CIK 0001080107
$24M399K0.15%Q1 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$24M389K0.01%Q1 202620
Private Advisor Group, LLC
CIK 0001567755
$21M346K0.10%Q1 2026
Page 1 of 17
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