FV

First Trust Dw Focus 5 Fund

Latest period2026 - Q2Total superinvestors77

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 77 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
Sonia Biastti@Prospera Financial Services Inc
Recent Activity
Decreased -5.63%
0.66%
$45.231M
596,001 shares@ 75.9 avg price
Brian Evans@Madrona Financial Services, Llc
Recent Activity
Increased 2.72%
3.56%
$19.297M
254,309 shares@ 75.89 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -7.68%
0.02%
$10.85M
148,626 shares@ 73.0 avg price
Christopher Marcellus Brooks@Ifp Advisors, Inc
Recent Activity
Decreased -3.15%
0.14%
$7.452M
98,210 shares@ 75.89 avg price
Teresa Burch@Atwood & Palmer Inc
Recent Activity
Decreased -8.93%
0.3%
$5.579M
73,527 shares@ 75.89 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 0.44%
0.04%
$5.359M
70,622 shares@ 75.88 avg price
Christopher C. Powers@Farther Finance Advisors, Llc
Recent Activity
Increased 0.68%
0.04%
$4.54M
59,829 shares@ 75.89 avg price
Christopher Griffith@Stablepoint Partners, Llc
Recent Activity
Increased 4.76%
0.62%
$4.467M
58,863 shares@ 75.89 avg price
Andrew Walz@First Heartland Consultants, Inc.
Recent Activity
Increased 2.56%
0.22%
$3.355M
44,211 shares@ 75.89 avg price
Marla Wooton@Composition Wealth, Llc
Recent Activity
Decreased -1.45%
0.04%
$3.221M
42,448 shares@ 75.89 avg price

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