Who Owns FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF (IFV)? -- Institutional Holders (2026-06-30)
71 institutions reported holding $213.7M of FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF (IFV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($44.6M), Concurrent Investment Advisors, LLC ($32.7M), WELLS FARGO & COMPANY/MN ($28.3M), NewEdge Advisors, LLC ($21.4M), RAYMOND JAMES FINANCIAL INC ($14.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $44.6M | 1.7M | Added |
| 2 | Concurrent Investment Advisors, LLC | $32.7M | 1.2M | New |
| 3 | WELLS FARGO & COMPANY/MN | $28.3M | 1.0M | Added |
| 4 | NewEdge Advisors, LLC | $21.4M | 793,139 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $14.0M | 518,804 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $8.8M | 328,521 | Added |
| 7 | UBS Group AG | $8.8M | 328,004 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $7.5M | 277,712 | Added |
| 9 | Prospera Financial Services Inc | $7.3M | 271,646 | Trimmed |
| 10 | LPL Financial LLC | $6.3M | 234,517 | Added |
| 11 | BENJAMIN EDWARDS INC | $5.8M | 214,162 | Trimmed |
| 12 | Trueblood Wealth Management, LLC | $2.7M | 98,678 | Added |
| 13 | Genesee Capital Advisors, LLC | $2.5M | 94,459 | Trimmed |
| 14 | PFG Investments, LLC | $2.3M | 85,573 | Added |
| 15 | STIFEL FINANCIAL CORP | $2.2M | 83,056 | Added |
| 16 | Cetera Investment Advisers | $2.0M | 75,549 | Added |
| 17 | MML INVESTORS SERVICES, LLC | $1.3M | 49,405 | Added |
| 18 | Kiker Wealth Management, LLC | $1.3M | 46,829 | Trimmed |
| 19 | Steward Partners Investment Advisory, LLC | $1.2M | 45,983 | Added |
| 20 | Rockefeller Capital Management L.P. | $1.2M | 43,855 | Added |
| 21 | GOLDMAN SACHS GROUP INC | $1.1M | 40,657 | Trimmed |
| 22 | SMITH, MOORE & CO. | $1.1M | 39,771 | Added |
| 23 | OSAIC HOLDINGS, INC. | $1.0M | 37,808 | Added |
| 24 | Pine Valley Investments Ltd Liability Co | $908,572 | 33,735 | Trimmed |
| 25 | JANE STREET GROUP, LLC | $704,285 | 26,150 | Added |
Source: SEC Form 13F filings · as of 2026-06-30