13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FV

FIRST TRUST DW FOCUS 5 FUND

368 institutions still hold FIRST TRUST DW FOCUS 5 FUND as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738R605·Exchange Traded Fund·368 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.8B
visible holders
Holders
368
filers reporting
Concentration
23.27%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

368 institutions reported FV in Q2 2026. MORGAN STANLEY leads at 23.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$419M5.5M0.02%Q2 202602
LPL Financial LLC
CIK 0001403438
$250M3.3M0.06%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$184M2.4M0.03%Q2 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$133M1.7M0.17%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$129M1.7M0.03%Q2 202606
UBS Group AG
CIK 0001610520
$91M1.2M0.01%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$88M1.2M0.01%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$56M742K0.01%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$49M647K0.06%Q2 202610
Proactive Wealth Strategies LLC
CIK 0002043129
$46M605K7.37%Q2 202611
Prospera Financial Services Inc
CIK 0001541625
$45M596K0.66%Q2 202612
Concurrent Investment Advisors, LLC
CIK 0002001015
$43M568K0.37%Q2 202613
NewEdge Advisors, LLC
CIK 0001633516
$42M553K0.12%Q2 202614
&PARTNERS
CIK 0000107136
$37M517K0.15%Q2 202615
SARD WEALTH MANAGEMENT GROUP, LLC
CIK 0002010095
$36M479K17.37%Q2 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$32M416K0.03%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$32M521K0.08%Q1 202618
Cetera Investment Advisers
CIK 0001666741
$31M403K0.03%Q2 202619
Rockefeller Capital Management L.P.
CIK 0001739439
$30M396K0.05%Q2 202620
D.A. DAVIDSON & CO.
CIK 0001080107
$30M394K0.17%Q2 2026
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