First Trust Dw Focus 5 Fund
$72.40-1.4%
-$16.4M
Net Activity
-2.19% total shares
Institutions Holding
354
Popularity Rank
#1763
Avg Weight
0.27%
Total Value
$2.5B
354 institutions currently hold FV, with 136 net buyers and 157 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
157
Net Buying Institutions
136
Top 5 by Value
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Across its top 20 institutional holders, FV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 24/100).
FV ranks #1763 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
FV is a top-conviction position for Sard Wealth Management Group, LLC — at 17.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in FV belongs to Morgan Stanley, but the position matters far more to Sard Wealth Management Group, LLC, who has 17.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Proactive Wealth Strategies LLC has added to its FV position for two straight quarters, increasing it by $26.2M to reach $45.9M today.
Wells Fargo & Company/mn has trimmed its FV position for two straight quarters, cutting it by $47.8M while still holding $184.3M.
FV is down 1.4% today, and institutions have been net sellers of $16.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$144.2M
Total Buy Value
$191.9M
Total Sell Value
136
Net Buyers
157
Net Sellers
FV
Q2 2026
Top 5 Institutional Movers
+$81.4M
+$62.9M
+$37.0M
+$33.0M
+$23.7M
FV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
33738R605
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Access FV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/FVCLI
npx alphasmo stocks get FV