FV

First Trust Dw Focus 5 Fund

Latest period2026 - Q1Total superinvestors320

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 320 superinvestors own shares of First Trust Dw Focus 5 Fund (FV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Dw Focus 5 Fund (FV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Dw Focus 5 Fund (FV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Dw Focus 5 Fund (FV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -1.44%
0.03%
$338.031M
5.593M shares@ 60.44 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Decreased -12.62%
0.04%
$194.81M
3.223M shares@ 60.44 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -25.38%
0.05%
$187.408M
3.101M shares@ 60.44 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Decreased -20.67%
0.16%
$111.652M
1.847M shares@ 60.44 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -14.5%
0.04%
$107.727M
1.782M shares@ 60.44 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Decreased -1.86%
0.02%
$75.788M
1.254M shares@ 60.44 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -6.38%
0.01%
$71.355M
1.181M shares@ 60.44 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Decreased -8.97%
0.01%
$45.789M
757,619 shares@ 60.44 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -6.51%
0.07%
$43.577M
720,873 shares@ 60.46 avg price
Sonia Biastti@Prospera Financial Services Inc
Recent Activity
Decreased -10.79%
0.62%
$38.176M
631,578 shares@ 60.45 avg price

1-10 of 320