Who owns FV?
Institutional ownership of First Trust Dorsey Wright Focus 5 ETF from Form 13F, Q2 2026
353 institutional managers reported holding First Trust Dorsey Wright Focus 5 ETF (FV) in Form 13F filings for Q2 2026, with 33,821,896 shares worth $2.6B. The largest reported holder was Morgan Stanley. Managers that filed both quarters cut a net 82,439 shares (-0.2%). 48 opened new positions and 15 sold out.
- Funds holding
- 353
- Value held
- $2.6B
- New / sold out
- 48 / 15
- Net shares, same filers
- -0.2%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of FV
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Morgan Stanley | $419M | 16.3% | 5,527,840 | Trimmed |
| LPL Financial LLC | $250M | 9.8% | 3,298,431 | Added |
| Wells Fargo & Company | $184M | 7.2% | 2,428,631 | Trimmed |
| Commonwealth Equity Services, LLC | $133M | 5.2% | 1,746,363 | Trimmed |
| Raymond James Financial Inc | $129M | 5.0% | 1,695,696 | Trimmed |
| UBS Group AG | $91.1M | 3.5% | 1,199,927 | Trimmed |
| Bank of America Corp | $87.8M | 3.4% | 1,157,404 | Trimmed |
| Cambridge Investment Research Advisors, Inc. | $72.5M | 2.8% | 954,883 | Added |
| Royal Bank of Canada | $56.3M | 2.2% | 742,094 | Trimmed |
| Osaic Holdings, Inc. | $49.1M | 1.9% | 646,596 | Trimmed |
| Proactive Wealth Strategies LLC | $45.9M | 1.8% | 604,871 | Trimmed |
| Prospera Financial Services Inc | $45.2M | 1.8% | 596,001 | Trimmed |
| Concurrent Investment Advisors, LLC | $43.1M | 1.7% | 568,217 | Added |
| NewEdge Advisors, LLC | $41.9M | 1.6% | 552,680 | Added |
| Janney Montgomery Scott LLC | $37.0M | 1.4% | 487,338 | New |
| &partners | $36.6M | 1.5% | 517,054 | Added |
| Sard Wealth Management Group, LLC | $36.3M | 1.4% | 478,783 | Added |
| Stifel Financial Corp | $31.6M | 1.2% | 416,105 | Trimmed |
| Cetera Investment Advisers | $30.6M | 1.2% | 403,313 | Unchanged |
| Rockefeller Capital Management L.P. | $30.0M | 1.2% | 395,929 | Trimmed |
| D.a. Davidson & Co. | $29.9M | 1.2% | 393,649 | Trimmed |
| Envestnet Asset Management Inc | $27.5M | 1.1% | 362,245 | Trimmed |
| Benjamin Edwards Inc | $21.7M | 0.8% | 285,409 | Trimmed |
| Baird Financial Group, Inc. | $21.4M | 0.8% | 282,564 | Trimmed |
| Madrona Financial Services, LLC | $19.3M | 0.8% | 254,309 | Added |
Share of 13F holdings is each fund's shares as a share of the 33,821,896 FV shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Janney Montgomery Scott LLC New+$37.0M
- Cambridge Investment Research Advisors, Inc. Added+$32.9M
- &partners Added+$32.4M
- NewEdge Advisors, LLC Added+$22.8M
- LPL Financial LLC Added+$15.0M
- IFG Advisory, LLC New+$3.5M
- Integrated Wealth Concepts LLC Added+$3.0M
- JPMorgan Chase & Co Added+$2.5M
- Petix & Botte Co Added+$2.2M
- Ewa, LLC New+$1.4M
Biggest sellers in Q2 2026
- Wells Fargo & Company Trimmed-$60.3M
- Independent Advisor Alliance Sold out-$13.9M
- Northwestern Mutual Wealth Management Co Trimmed-$8.7M
- Gateway Wealth Partners, LLC Trimmed-$8.4M
- Commonwealth Equity Services, LLC Trimmed-$7.7M
- Private Advisor Group, LLC Trimmed-$7.4M
- Affinity Wealth Management LLC Trimmed-$6.8M
- Raymond James Financial Inc Trimmed-$6.6M
- Osaic Holdings, Inc. Trimmed-$5.6M
- Morgan Stanley Trimmed-$4.9M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $179M and sold $184M; 77 added and 133 trimmed.
Questions about FV ownership
- Who owns FV stock?
- 353 institutional investment managers reported FV positions in their Form 13F filings for Q2 2026, holding 33,821,896 shares worth $2.6B in total. Morgan Stanley reported the largest position.
- Are funds buying or selling FV?
- In Q2 2026, 48 managers opened new FV positions, 77 added, 133 trimmed and 15 sold out. Managers that filed in both quarters sold a net 82,439 shares.
- How current is this FV institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FV by CUSIP. Options are left out. FV news and filings · FV insider trades · Top funds