Who owns FV?
First Trust Dorsey Wright Focus 5 ETF · First Trust
353 institutions reported holding FV, worth $2.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $419.5M | 5,527,840 | −65,224 shares |
| LPL Financial LLC | Fort Mill, SC | $250.3M | 3,298,431 | +197,578 shares |
| Wells Fargo & Company | San Francisco, CA | $184.3M | 2,428,631 | −794,695 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $132.5M | 1,746,363 | −101,036 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $128.7M | 1,695,696 | −86,760 shares |
| UBS Group AG | Zurich, Switzerland | $91.1M | 1,199,927 | −54,051 shares |
| Bank of America Corp. | Charlotte, NC | $87.8M | 1,157,404 | −23,237 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $72.5M | 954,883 | +433,564 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $56.3M | 742,094 | −15,525 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $49.1M | 646,596 | −74,277 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FV?
353 institutional managers reported holding FV in Form 13F filings for June 30, 2026, worth $2.6B in total. The largest reported position was held by Morgan Stanley, at $419.5M.
Did institutions buy or sell FV last quarter?
Reported 13F value rose 25.2% from March 31, 2026, which includes price moves as well as buying and selling. 54 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.