First Trust DW Focus 5 FundFVETF
13F holders, Q1 2025 (March 31)314holders −18
19new positions
33sold out
3famous investors
$54.86avg. 13F price*
At the end of Q1 2025, 314 institutions reported holding First Trust DW Focus 5 Fund (FV) in their 13F filings, down 18 from Q4 2024. 19 opened new positions and 33 sold out. The largest holders were Morgan Stanley ($342.3M), LPL Financial LLC ($244.9M) and Wells Fargo & Company ($225.4M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust DW Focus 5 Fund
- CUSIP
- 33738R605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $15.7M |
| Exits | 33 | $33.0M |
All 13F filers, Q4 2024 → Q1 2025: 916,716 shares bought and 2,338,888 shares sold, net −1,422,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 314 holders
| Morgan Stanley | 0.02% | Reduce -6.3% | 6,239,774 | $342.3M |
| LPL Financial LLC | 0.10% | Reduce 0.0% | 4,464,951 | $244.9M |
| Wells Fargo & Company | 0.05% | Add +0.3% | 4,107,820 | $225.4M |
| Commonwealth Equity Services, LLC | 0.22% | Reduce -0.1% | 2,845,827 | $156.1M |
| Raymond James Financial Inc. | 0.05% | Reduce -2.6% | 2,592,735 | $142.2M |
| Bank of America Corp. | 0.01% | Reduce -7.9% | 1,542,527 | $84.6M |
| UBS Group AG | 0.02% | Reduce -2.8% | 1,357,428 | $74.5M |
| NewEdge Advisors, LLC | 0.37% | Add +10.3% | 1,122,643 | $61.6M |
| Royal Bank of Canada | 0.01% | Reduce -7.3% | 1,017,715 | $55.8M |
| Prospera Financial Services Inc | 1.00% | Reduce -1.6% | 790,523 | $43.4M |
| Osaic Holdings, Inc. | 0.10% | Reduce -6.3% | 783,632 | $43.0M |
| Concurrent Investment Advisors, LLC | 0.77% | Add +1.3% | 574,602 | $31.5M |
| Cetera Investment Advisers | 0.06% | Add +1.1% | 529,761 | $29.1M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -8.4% | 515,765 | $28.3M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -3.1% | 497,334 | $27.3M |
| Baird Financial Group, Inc. | 0.05% | Reduce -7.4% | 459,169 | $25.2M |
| Sard Wealth Management Group, LLC | 16.75% | Add +1.3% | 455,580 | $25.0M |
| Rockefeller Capital Management L.P. | 0.06% | Add +10.2% | 445,649 | $24.4M |
| D.A. Davidson & Co. | 0.19% | Reduce -1.3% | 434,478 | $23.8M |
| Stifel Financial Corp. | 0.02% | Add +6.5% | 386,071 | $21.2M |
| Madrona Financial Services, LLC | 5.78% | Reduce -21.9% | 383,167 | $21.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.0% | 360,549 | $19.8M |
| Proactive Wealth Strategies LLC | 9.06% | Add +3.8% | 309,595 | $17.0M |
| Cwm, LLC | 0.06% | Reduce -2.4% | 275,833 | $15.1M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +0.8% | 257,577 | $14.1M |
| Strid Group, LLC | 1.94% | Reduce -1.8% | 228,192 | $12.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.7% | 185,708 | $10.2M |
| Private Advisor Group, LLC | 0.06% | Reduce -4.9% | 185,625 | $10.2M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -9.7% | 181,583 | $10.0M |
| Mgo One Seven LLC | 0.36% | Reduce -4.7% | 169,972 | $9.3M |
| ORG Partners LLC | 2.32% | Reduce -11.3% | 165,023 | $9.1M |
| Regal Investment Advisors LLC | 0.74% | Add +4.1% | 165,535 | $9.1M |
| Ashton Thomas Private Wealth, LLC | 0.35% | Reduce -2.7% | 164,938 | $9.0M |
| Concentrum Wealth Management | 3.32% | Add +2.6% | 163,364 | $9.0M |
| Frederick Financial Consultants, LLC | 6.35% | New | 160,439 | $8.8M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -6.5% | 159,109 | $8.7M |
| Sigma Planning Corp | 0.26% | Add +6.7% | 147,605 | $8.1M |
| HFG Advisors, Inc. | 6.74% | Reduce -0.7% | 143,807 | $7.9M |
| Farther Finance Advisors, LLC | 0.19% | Add +2333.3% | 133,128 | $7.3M |
| Daymark Wealth Partners, LLC | 0.31% | Add +3.5% | 131,765 | $7.2M |
| Affinity Wealth Management LLC | 1.33% | Add +0.2% | 130,868 | $7.2M |
| MML Investors Services, LLC | 0.02% | Reduce -1.4% | 130,216 | $7.1M |
| PFG Investments, LLC | 0.44% | Add +2.5% | 123,818 | $6.8M |
| SPC Financial, Inc. | 0.59% | Add +5.6% | 122,376 | $6.7M |
| Citigroup Inc. | 0.01% | Add +3.1% | 119,276 | $6.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.1% | 113,918 | $6.2M |
| SkyOak Wealth, LLC | 1.35% | Reduce -2.3% | 112,252 | $6.2M |
| Fusion Capital, LLC | 2.27% | Add +4.9% | 108,543 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -18.0% | 107,277 | $5.9M |
| IFP Advisors, Inc | 0.17% | Reduce -10.8% | 97,884 | $5.4M |
| Good Life Advisors, LLC | 0.37% | Reduce -17.9% | 96,202 | $5.3M |
| Atwood & Palmer Inc. | 0.36% | Reduce -29.0% | 95,049 | $5.2M |
| Valmark Advisers, Inc. | 0.08% | Add +7.3% | 94,417 | $5.2M |
| Geneos Wealth Management Inc. | 0.17% | Reduce -2.3% | 91,016 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 90,181 | $4.9M |
| TradeWell Securities, LLC. | 2.60% | Reduce -4.9% | 85,920 | $4.7M |
| Creative Planning | 0.00% | Add +22.4% | 80,469 | $4.4M |
| Apollon Wealth Management, LLC | 0.09% | Add +0.9% | 78,451 | $4.3M |
| Claro Advisors Inc. | 0.56% | Reduce -0.1% | 76,484 | $4.2M |
| Comerica Bank | 0.02% | Reduce -0.4% | 74,948 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +110.4% | 74,622 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +123.1% | 70,457 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -22.4% | 69,440 | $3.8M |
| Brass Tax Wealth Management, Inc. | 0.79% | Add +2.9% | 68,303 | $3.7M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.1% | 66,633 | $3.7M |
| TKG Advisors, LLC | 1.74% | Add +0.7% | 64,306 | $3.5M |
| Secure Asset Management, LLC | 0.69% | Reduce -59.1% | 62,170 | $3.4M |
| Meridian Wealth Management, LLC | 0.16% | No change | 61,030 | $3.3M |
| First Heartland Consultants, Inc. | 0.34% | Add +4.2% | 59,762 | $3.3M |
| Marshall Investment Management, LLC | 1.89% | Reduce -39.9% | 55,604 | $3.1M |
| Stablepoint Partners, LLC | 0.53% | Add +1.8% | 53,445 | $2.9M |
| Morey & Quinn Wealth Partners, LLC | 2.38% | Add +2.0% | 52,492 | $2.9M |
| Muirfield Wealth Advisors LLC | 2.30% | Reduce -3.3% | 49,344 | $2.7M |
| G&S Capital LLC | 1.08% | Add +2.8% | 46,325 | $2.5M |
| AQR Capital Management | 0.00% | Add +85.2% | 46,043 | $2.5M |
| Cushing Capital Partners, LLC | 2.26% | Reduce -3.9% | 45,796 | $2.5M |
| Atlas Private Wealth Advisors | 0.34% | Reduce -2.5% | 44,624 | $2.4M |
| Arkadios Wealth Advisors | 0.09% | Reduce -0.2% | 43,463 | $2.4M |
| Golden State Wealth Management, LLC | 0.35% | Reduce -1.1% | 43,433 | $2.4M |
| VestGen Advisors, LLC | 0.11% | — | 42,815 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -4.4% | 42,191 | $2.3M |
| Mutual Advisors, LLC | 0.07% | Add +6.5% | 42,360 | $2.3M |
| IFG Advisory, LLC | 0.12% | Add +2.3% | 40,874 | $2.2M |
| Lunt Capital Management, Inc. | 0.80% | Add +5.7% | 40,248 | $2.2M |
| Independent Financial Group, LLC | 0.07% | Add +5.6% | 39,577 | $2.2M |
| Garden State Investment Advisory Services LLC | 0.68% | Add +5.1% | 38,685 | $2.1M |
| Wedbush Securities Inc. | 0.08% | Reduce -0.2% | 37,904 | $2.1M |
| Cottonwood Capital Advisors, LLC | 1.51% | Reduce -3.0% | 37,517 | $2.1M |
| Snowden Capital Advisors LLC | 0.07% | Add +0.6% | 37,271 | $2.0M |
| Accel Wealth Management | 0.73% | Add +0.7% | 36,891 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -0.7% | 36,319 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -2.1% | 34,592 | $1.9M |
| Principal Securities, Inc. | 0.04% | No change | 31,656 | $1.9M |
| Retirement Guys Formula LLC | 0.91% | Reduce -0.4% | 33,430 | $1.8M |
| Harvest Investment Services, LLC | 0.48% | Reduce -2.2% | 31,275 | $1.7M |
| Smith, Moore & Co. | 0.16% | Reduce -11.9% | 31,038 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +13.1% | 30,944 | $1.7M |
| Waterfront Wealth Inc. | 0.41% | Add +0.3% | 30,920 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +33.0% | 29,687 | $1.6M |
| World Investment Advisors | 0.04% | Reduce -1.9% | 29,130 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -3.3% | 27,130 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +3.3% | 28,588 | $1.6M |
| Citadel Advisors | 0.00% | New | 28,486 | $1.6M |
| Petix & Botte Co | 0.40% | Add +33.1% | 27,583 | $1.5M |
| Richmond Investment Services, LLC | 0.82% | Reduce -2.7% | 27,410 | $1.5M |
| Private Advisory Group LLC | 0.17% | Reduce -1.7% | 27,229 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Reduce -3.3% | 26,576 | $1.5M |
| &partners | 0.02% | Add +7.0% | 26,303 | $1.4M |
| Carr Financial Group Corp | 0.45% | Reduce -31.2% | 25,043 | $1.4M |
| Creative Financial Designs Inc. | 0.11% | Reduce -15.4% | 25,011 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Reduce -11.2% | 24,544 | $1.3M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -7.9% | 24,173 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | Add +10.3% | 24,016 | $1.3M |
| Gateway Wealth Partners, LLC | 0.29% | New | 23,778 | $1.3M |
| NBT Bank, N.A. | 0.09% | Reduce -3.9% | 23,533 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -6.8% | 23,384 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -3.3% | 22,826 | $1.3M |
| RFG Advisory, LLC | 0.03% | Add +5.2% | 22,805 | $1.3M |
| WCG Wealth Advisors LLC | 0.09% | Add +16.6% | 22,541 | $1.2M |
| Silver Oak Securities, Incorporated | 0.12% | Add +8.6% | 22,475 | $1.2M |
| Argent Trust Co | 0.05% | No change | 22,380 | $1.2M |
| Financial Advocates Investment Management | 0.09% | Add +4.0% | 22,158 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +0.9% | 22,061 | $1.2M |
| Western Wealth Management, LLC | 0.08% | Reduce -1.2% | 21,875 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +16.0% | 21,223 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +7.6% | 21,095 | $1.2M |
| Trueblood Wealth Management, LLC | 0.53% | Add +39.3% | 20,694 | $1.1M |
| Renaissance Technologies | 0.00% | Add +82.1% | 20,400 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -41.8% | 20,381 | $1.1M |
| Oxford Financial Group, LTD. LLC | 0.08% | No change | 20,133 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +97.8% | 19,527 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -6.1% | 19,428 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -3.2% | 18,654 | $1.0M |
| Kiker Wealth Management, LLC | 0.69% | Reduce -3.2% | 18,378 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +96.9% | 18,166 | $997K |
| MinichMacGregor Wealth Management, LLC | 0.22% | Reduce -92.0% | 17,995 | $987K |
| O'Dell Group, LLC | 0.25% | Reduce -0.8% | 17,796 | $976K |
| Ballew Advisors, Inc | 0.65% | Reduce -2.1% | 18,770 | $973K |
| Fortress Private Ledger, LLC | 0.54% | Reduce -2.7% | 17,717 | $972K |
| Synovus Financial Corp. | 0.01% | Reduce -3.6% | 17,696 | $971K |
| Cascade Investment Group, Inc. | 0.74% | Reduce -0.0% | 17,530 | $962K |
| FMR LLC | 0.00% | Add +12.5% | 17,476 | $959K |
| Allworth Financial LP | 0.01% | Reduce -2.8% | 17,408 | $935K |
| Axxcess Wealth Management, LLC | 0.03% | Add +195.7% | 17,045 | $935K |
| Sage Mountain Advisors LLC | 0.07% | Reduce -0.0% | 17,034 | $934K |
| StoneX Group Inc. | 0.05% | Add +6.0% | 16,765 | $920K |
| Visionary Wealth Advisors | 0.06% | Reduce -0.0% | 16,699 | $916K |
| Stephens Inc. | 0.01% | Reduce -2.2% | 16,045 | $880K |
| Colonial River Investments, LLC | 0.48% | New | 15,974 | $876K |
| Advisory Alpha, LLC | 0.03% | Reduce -6.7% | 15,968 | $876K |
| Quad-Cities Investment Group, LLC | 0.43% | Add +3.5% | 15,821 | $868K |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.0% | 15,510 | $851K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -8.8% | 15,247 | $836K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -1.9% | 14,910 | $818K |
| Keystone Financial Group | 0.08% | Reduce -8.1% | 14,848 | $815K |
| Gilliland Jeter Wealth Management LLC | 0.29% | Add +0.1% | 14,710 | $807K |
| Insight Advisors, LLC/ PA | 0.14% | Reduce -7.3% | 14,477 | $794K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.7% | 14,318 | $785K |
| L.M. Kohn & Company | 0.20% | Reduce -5.3% | 14,044 | $770K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -2.2% | 13,907 | $763K |
| Novak & Powell Financial Services, Inc. | 0.46% | Reduce -3.8% | 13,612 | $747K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -25.6% | 13,314 | $730K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +23.8% | 13,260 | $727K |
| Natixis Advisors, LLC | 0.00% | Reduce -27.2% | 13,048 | $716K |
| Bokf, NA | 0.01% | No change | 12,863 | $706K |
| Madison Park Capital Advisors, LLC | 0.62% | Add +0.0% | 12,820 | $703K |
| Topsail Wealth Management, LLC | 0.14% | Add +4.3% | 12,367 | $678K |
| AE Wealth Management LLC | 0.01% | Reduce -2.5% | 11,939 | $655K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 11,755 | $645K |
| DHJJ Financial Advisors, Ltd. | 0.26% | Reduce -4.5% | 11,698 | $642K |
| Keybank National Association | 0.00% | New | 11,320 | $621K |
| Tudor Financial Inc. | 0.37% | Reduce -1.1% | 11,279 | $619K |
| Spire Wealth Management | 0.02% | Reduce -8.9% | 11,088 | $608K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -3.3% | 10,700 | $587K |
| Koshinski Asset Management, Inc. | 0.05% | Add +4.8% | 10,534 | $578K |
| Montz Harcus Wealth Management LLC | 0.31% | Add +0.0% | 10,257 | $563K |
| Dale Q Rice Investment Management Ltd | 0.27% | Reduce -0.1% | 9,652 | $530K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -0.7% | 9,484 | $520K |
| Advisors Capital Management, LLC | 0.01% | No change | 9,200 | $505K |
| Arax Advisory Partners | 0.03% | Reduce -12.3% | 9,147 | $502K |
| HCR Wealth Advisors | 0.06% | No change | 8,840 | $485K |
| NWF Advisory Services Inc. | 0.07% | New | 8,596 | $472K |
| MGB Wealth Management, LLC | 0.17% | Reduce -2.7% | 8,575 | $470K |
| Sargent Investment Group, LLC | 0.08% | No change | 8,570 | $470K |
| Cutter & CO Brokerage, Inc. | 0.11% | No change | 8,461 | $464K |
| HRT Financial LP | 0.00% | New | 8,471 | $464K |
| CW Advisors, LLC | 0.01% | Add +2.4% | 8,434 | $463K |
| Bluespring Wealth Management, LLC | 0.05% | Reduce -24.4% | 8,358 | $459K |
| Cary Street Partners Financial LLC | 0.01% | No change | 8,322 | $457K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -2.3% | 8,314 | $456K |
| Citizens Business Bank | 0.10% | No change | 8,300 | $455K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.0% | 8,279 | $454K |
| Flow Traders U.S. LLC | 0.02% | New | 8,036 | $441K |
| One Capital Management, LLC | 0.01% | Reduce -5.7% | 8,007 | $439K |
| Summit Financial, LLC | 0.01% | Add +4.5% | 7,948 | $436K |
| Aptus Capital Advisors, LLC | 0.00% | Add +171.2% | 7,765 | $426K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.8% | 7,702 | $423K |
| International Assets Investment Management, LLC | 0.04% | Reduce -51.7% | 7,675 | $421K |
| Hancock Whitney Corp. | 0.01% | No change | 7,566 | $415K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -13.2% | 7,560 | $415K |
| Kaydan Wealth Management, Inc. | 0.13% | No change | 7,522 | $413K |
| West Michigan Advisors, LLC | 0.14% | Reduce -9.1% | 7,474 | $410K |
| GAMMA Investing LLC | 0.03% | No change | 7,423 | $407K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -7.3% | 7,411 | $407K |
| Global Assets Advisory, LLC | 0.08% | New | 7,698 | $402K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 7,087 | $389K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +12.3% | 7,030 | $386K |
| 360 Financial, Inc. | 0.14% | Reduce -1.1% | 6,972 | $382K |
| Founders Financial Alliance, LLC | 0.09% | Add +6.5% | 6,402 | $351K |
| Novem Group | 0.05% | Reduce -2.7% | 6,352 | $348K |
| Peak Planning Group, LLC | 0.14% | Add +0.0% | 6,239 | $342K |
| Arq Wealth Advisors, LLC | 0.13% | No change | 6,169 | $338K |
| Captrust Financial Advisors | 0.00% | Add +39.4% | 6,074 | $333K |
| Assetmark, Inc. | 0.00% | Add +1.5% | 6,011 | $330K |
| Leigh Baldwin & Co., LLC | 0.26% | Add +0.1% | 5,974 | $328K |
| Manchester Capital Management LLC | 0.04% | No change | 5,700 | $313K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -2.1% | 5,497 | $307K |
| Virtus Wealth Solutions LLC | 0.09% | Add +27.5% | 5,544 | $304K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -41.2% | 5,450 | $299K |
| Flagstar Securities, Inc. | 0.08% | Add +1.8% | 5,409 | $297K |
| WMG Financial Advisors, LLC | 0.12% | No change | 5,315 | $292K |
| Waverly Advisors, LLC | 0.00% | New | 5,285 | $290K |
| Formidable Asset Management, LLC | 0.05% | Reduce -8.7% | 5,283 | $290K |
| Trustmark Bank Trust Department | 0.02% | No change | 5,177 | $284K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 4,954 | $273K |
| Focus Financial Network, Inc. | 0.01% | Add +0.1% | 4,944 | $271K |
| Townsquare Capital LLC | 0.00% | Reduce -12.7% | 4,896 | $269K |
| Tyler-Stone Wealth Management | 0.05% | No change | 4,882 | $268K |
| WealthTrust Asset Management, LLC | 0.20% | Add +0.1% | 4,844 | $266K |
| QTR Family Wealth, LLC | 0.19% | — | 4,677 | $257K |
| Strategy Asset Managers LLC | 0.05% | Add +0.0% | 4,572 | $251K |
| Quantinno Capital Management LP | 0.00% | No change | 4,495 | $247K |
| Saxony Capital Management, LLC | 0.21% | No change | 4,359 | $239K |
| Lanark Financial, Inc. | 0.02% | — | 4,343 | $238K |
| Independent Wealth Network Inc. | 0.09% | Reduce -5.0% | 4,323 | $237K |
| Uhlmann Price Securities, LLC | 0.17% | Reduce -15.1% | 4,318 | $237K |
| JPL Wealth Management, LLC | 0.07% | No change | 4,199 | $230K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,049 | $222K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | No change | 3,920 | $215K |
| Moors & Cabot, Inc. | 0.01% | Reduce -11.4% | 3,893 | $214K |
| Ameriflex Group, Inc. | 0.08% | Reduce -0.5% | 3,759 | $206K |
| Mayflower Financial Advisors, LLC | 0.03% | Add +0.2% | 3,755 | $206K |
| Trace Wealth Advisors, LLC | 0.18% | No change | 3,750 | $206K |
| Signature Wealth Management Partners, LLC | 0.13% | No change | 3,740 | $205K |
| Acorn Wealth Advisors, LLC | 0.09% | Add +0.1% | 3,737 | $205K |
| City Holding Co. | 0.03% | No change | 3,700 | $203K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -45.3% | 3,699 | $203K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 3,648 | $200K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 2,972 | $176K |
| Register Financial Advisors LLC | 0.09% | No change | 3,162 | $173K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,000 | $165K |
| Centaurus Financial, Inc. | 0.01% | New | 2,696 | $148K |
| Medallion Wealth Advisors, LLC | 0.06% | No change | 2,500 | $138K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,435 | $134K |
| WealthShield Partners, LLC | 0.02% | Add +0.1% | 2,164 | $119K |
| Rialto Wealth Management, LLC | 0.04% | No change | 2,115 | $116K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.1% | 2,016 | $111K |
| Blair William & Co. | 0.00% | Reduce -22.3% | 1,910 | $105K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 1,747 | $96K |
| Private Trust Co. NA | 0.01% | Reduce -5.9% | 1,701 | $93K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -30.5% | 1,664 | $91K |
| Wagner Wealth Management, LLC | 0.02% | Add +0.1% | 1,566 | $86K |
| Cedar Mountain Advisors, LLC | 0.02% | Add +0.1% | 1,521 | $83K |
| MTM Investment Management, LLC | 0.03% | No change | 1,490 | $82K |
| Creative Capital Management Investments LLC | 0.03% | No change | 1,442 | $79K |
| Quest 10 Wealth Builders, Inc. | 0.08% | Add +82.2% | 1,350 | $74K |
| MAI Capital Management | 0.00% | No change | 1,314 | $72K |
| Twin Lakes Capital Management, LLC | 0.05% | No change | 1,293 | $71K |
| Luken Investment Analytics, LLC | 0.03% | No change | 1,275 | $70K |
| Global Financial Private Client, LLC | 0.03% | No change | 1,245 | $68K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 1,235 | $68K |
| Realta Investment Advisors | 0.03% | No change | 1,176 | $65K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 850 | $47K |
| Olde Wealth Management, LLC | 0.02% | New | 800 | $43K |
| Truvestments Capital LLC | 0.01% | Add +0.1% | 778 | $43K |
| Tortoise Investment Management, LLC | 0.00% | No change | 775 | $43K |
| South Plains Financial, Inc. | 0.03% | No change | 743 | $41K |
| Operose Advisors LLC | 0.01% | No change | 734 | $40K |
| Quadrant Capital Group LLC | 0.00% | Add +18.2% | 687 | $38K |
| Smartleaf Asset Management LLC | 0.00% | No change | 670 | $37K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 568 | $31K |
| Sound Income Strategies, LLC | 0.00% | Add +4.7% | 534 | $29K |
| MorganRosel Wealth Management, LLC | 0.01% | New | 507 | $28K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $27K |
| Park Square Financial Group, LLC | 0.02% | No change | 477 | $26K |
| Crews Bank & Trust | 0.00% | No change | 452 | $25K |
| Anchor Investment Management, LLC | 0.00% | No change | 405 | $22K |
| Ancora Advisors LLC | 0.00% | Reduce -69.2% | 400 | $22K |
| DecisionPoint Financial, LLC | 0.01% | No change | 394 | $22K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 384 | $21K |
| Holos Integrated Wealth LLC | 0.01% | No change | 378 | $21K |
| Grove Bank & Trust | 0.00% | Reduce -34.0% | 330 | $18K |
| Russell Investments Group, Ltd. | 0.00% | Add +4.6% | 321 | $18K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -28.7% | 360 | $17K |
| Financial Perspectives, Inc | 0.01% | No change | 317 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 298 | $16K |
| Key Financial Inc | 0.00% | No change | 275 | $15K |
| PFS Partners, LLC | 0.01% | No change | 250 | $14K |
| Investors Research Corp | 0.00% | No change | 217 | $12K |
| Graney & King, LLC | 0.01% | New | 200 | $11K |
| Country Trust Bank | 0.00% | New | 200 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 198 | $11K |
| Capital Analysts, LLC | 0.00% | New | 167 | $9K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 150 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | New | 133 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 90 | $5K |
| North Capital, Inc. | 0.00% | — | 76 | $4K |
| First Community Trust NA | 0.00% | No change | 49 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 41 | $2K |
| Compass Financial Services Inc | 0.00% | No change | 36 | $2K |
| Bernard Wealth Management Corp. | 0.00% | No change | 25 | $1K |
| POM Investment Strategies, LLC | 0.00% | Reduce -100.0% | 16 | $867 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.4% | 15 | $823 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 2 | $110 |
"% of holder's portfolio" is FV's weight in each manager's 13F, not the share of First Trust DW Focus 5 Fund the manager owns.