§ EQUITY
USDFV
FIRST TRUST DW FOCUS 5 FUND
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
140 increased/new, 140 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 5.6M | 0.0% | −51% |
| Wells Fargo & Company | 3.2M | n/a | −13% |
| LPL Financial LLC | 3.1M | 0.0% | −25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.8M | 0.2% | −21% |
| RAYMOND JAMES FINANCIAL INC | 1.8M | 0.0% | −15% |
| UBS Group AG | 1.3M | 0.0% | −2% |
◇ AC INTELLIGENCE
Top institutional owners for FV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER62.4% · 287 holders
DEALER / BANK36.8% · 22 holders
INCOME / DEFENSIVE0.5% · 2 holders
TACTICAL / MACRO0.2% · 1 holder
QUALITY / COMPOUNDER0.1% · 4 holders
SYSTEMATIC / QUANT0.1% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FV yet.