First Trust DW Focus 5 Intl (IFV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Cambridge Investment Research Advisors, Inc.

INCREASED

Shares320,802 from 277,712

Change+43,090 (+16%)

Value$8.0M (+$480.0K)

Filed 2026-11-02

LPL Financial LLC

DECREASED

Shares232,809 from 234,517

Change-1,708 (-1%)

Value$5.8M (-$540.5K)

Filed 2026-11-06

Prospera Financial Services Inc

DECREASED

Shares114,149 from 271,646

Change-157,497 (-58%)

Value$2.7M (-$4.6M)

Filed 2026-11-04

Trueblood Wealth Management, LLC

INCREASED

Shares100,122 from 98,678

Change+1,444 (+1%)

Value$2.5M (-$173.8K)

Filed 2026-10-23

Genesee Capital Advisors, LLC

DECREASED

Shares93,344 from 94,459

Change-1,115 (-1%)

Value$2.3M (-$228.3K)

Filed 2026-10-20

Commonwealth Equity Services, LLC

DECREASED

Shares25,851 from 25,890

Change-39 (0%)

Value$641.3K (-$56.0K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares21,840 from 21,404

Change+436 (+2%)

Value$541.8K (-$34.7K)

Filed 2026-11-02

Cushing Capital Partners, LLC

DECREASED

Shares19,995 from 20,958

Change-963 (-5%)

Value$496.0K (-$68.4K)

Filed 2026-10-20

Kestra Private Wealth Services, LLC

DECREASED

Shares16,060 from 18,246

Change-2,186 (-12%)

Value$398.4K (-$93.0K)

Filed 2026-11-06

Vise Technologies, Inc.

NEW

Shares10,867

Change+10,867

Value$269.6K

Filed 2026-10-29

Waterfront Wealth Inc.

DECREASED

Shares9,650 from 9,807

Change-157 (-2%)

Value$232.1K (-$23.0K)

Filed 2026-11-03

Morey & Quinn Wealth Partners, LLC

INCREASED

Shares8,913 from 8,160

Change+753 (+9%)

Value$221.1K (+$1.3K)

Filed 2026-10-28

Silver Grove Financial Group, Inc.

UNCHANGED

Shares8,011 from 8,011

Change0 (0%)

Value$198.7K (-$17.0K)

Filed 2026-11-05

Gamma Investing LLC

UNCHANGED

Shares4,447 from 4,447

Change0 (0%)

Value$110.3K (-$9.4K)

Filed 2026-10-08

Farther Finance Advisors, LLC

DECREASED

Shares3,685 from 6,386

Change-2,701 (-42%)

Value$91.4K (-$80.6K)

Filed 2026-10-08

Fifth Third Bancorp

DECREASED

Shares2,845 from 3,400

Change-555 (-16%)

Value$70.6K (-$21.0K)

Filed 2026-11-05

City Holding Co

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$37.2K (-$3.2K)

Filed 2026-10-19

MTM Investment Management, LLC

UNCHANGED

Shares406 from 406

Change0 (0%)

Value$10.1K (-$863)

Filed 2026-10-30

Spire Wealth Management

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$2.0K (-$170)

Filed 2026-10-30

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$1.2K (-$94)

Filed 2026-10-23

Concurrent Investment Advisors, LLC

CLOSED

Shares0 from 1,215,007

Change-1,215,007 (-100%)

Value$0 (-$32.7M)

Filed 2026-10-16

D.A. Davidson & Co.

CLOSED

Shares0 from 8,000

Change-8,000 (-100%)

Value$0 (-$215.5K)

Filed 2026-10-28

International Assets Investment Management, LLC

CLOSED

Shares0 from 168

Change-168 (-100%)

Value$0 (-$4.4K)

Filed 2026-11-02

Morgan Stanley

N/A

Shares— from 1,655,802

Change-1,655,802 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,049,578

Change-1,049,578 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 793,139

Change-793,139 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 518,804

Change-518,804 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 328,521

Change-328,521 (-100%)

Value—

UBS Group AG

N/A

Shares— from 328,004

Change-328,004 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 214,162

Change-214,162 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 85,573

Change-85,573 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 83,056

Change-83,056 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 75,549

Change-75,549 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 49,405

Change-49,405 (-100%)

Value—

Kiker Wealth Management, LLC

N/A

Shares— from 46,829

Change-46,829 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 45,983

Change-45,983 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 43,855

Change-43,855 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 40,657

Change-40,657 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 39,771

Change-39,771 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 37,808

Change-37,808 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 33,735

Change-33,735 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 26,150

Change-26,150 (-100%)

Value—

EWA, LLC

N/A

Shares— from 23,181

Change-23,181 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 19,021

Change-19,021 (-100%)

Value—

Barnes Pettey Financial Advisors, LLC

N/A

Shares— from 16,424

Change-16,424 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 10,418

Change-10,418 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 10,003

Change-10,003 (-100%)

Value—

&partners

N/A

Shares— from 8,801

Change-8,801 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 8,057

Change-8,057 (-100%)

Value—

Topsail Wealth Management, LLC

N/A

Shares— from 7,100

Change-7,100 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,960

Change-1,960 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1,651

Change-1,651 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 1,626

Change-1,626 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,134

Change-1,134 (-100%)

Value—

FMR LLC

N/A

Shares— from 927

Change-927 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 693

Change-693 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 319

Change-319 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 174

Change-174 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 46

Change-46 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Cambridge Investment Research Advisors, Inc.	INCREASED	320,802	277,712	+43,090	+16%	$7.5M	$8.0M	+$480.0K	2026-11-02
LPL Financial LLC	DECREASED	232,809	234,517	-1,708	-1%	$6.3M	$5.8M	-$540.5K	2026-11-06
Prospera Financial Services Inc	DECREASED	114,149	271,646	-157,497	-58%	$7.3M	$2.7M	-$4.6M	2026-11-04
Trueblood Wealth Management, LLC	INCREASED	100,122	98,678	+1,444	+1%	$2.7M	$2.5M	-$173.8K	2026-10-23
Genesee Capital Advisors, LLC	DECREASED	93,344	94,459	-1,115	-1%	$2.5M	$2.3M	-$228.3K	2026-10-20
Commonwealth Equity Services, LLC	DECREASED	25,851	25,890	-39	0%	$697.3K	$641.3K	-$56.0K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	21,840	21,404	+436	+2%	$576.5K	$541.8K	-$34.7K	2026-11-02
Cushing Capital Partners, LLC	DECREASED	19,995	20,958	-963	-5%	$564.5K	$496.0K	-$68.4K	2026-10-20
Kestra Private Wealth Services, LLC	DECREASED	16,060	18,246	-2,186	-12%	$491.4K	$398.4K	-$93.0K	2026-11-06
Vise Technologies, Inc.	NEW	10,867	—	+10,867	—	—	$269.6K	—	2026-10-29
Waterfront Wealth Inc.	DECREASED	9,650	9,807	-157	-2%	$255.1K	$232.1K	-$23.0K	2026-11-03
Morey & Quinn Wealth Partners, LLC	INCREASED	8,913	8,160	+753	+9%	$219.8K	$221.1K	+$1.3K	2026-10-28
Silver Grove Financial Group, Inc.	UNCHANGED	8,011	8,011	0	0%	$215.8K	$198.7K	-$17.0K	2026-11-05
Gamma Investing LLC	UNCHANGED	4,447	4,447	0	0%	$119.8K	$110.3K	-$9.4K	2026-10-08
Farther Finance Advisors, LLC	DECREASED	3,685	6,386	-2,701	-42%	$172.0K	$91.4K	-$80.6K	2026-10-08
Fifth Third Bancorp	DECREASED	2,845	3,400	-555	-16%	$91.6K	$70.6K	-$21.0K	2026-11-05
City Holding Co	UNCHANGED	1,500	1,500	0	0%	$40.4K	$37.2K	-$3.2K	2026-10-19
MTM Investment Management, LLC	UNCHANGED	406	406	0	0%	$10.9K	$10.1K	-$863	2026-10-30
Spire Wealth Management	UNCHANGED	80	80	0	0%	$2.2K	$2.0K	-$170	2026-10-30
Dhjj Financial Advisors, Ltd.	UNCHANGED	46	46	0	0%	$1.2K	$1.2K	-$94	2026-10-23
Concurrent Investment Advisors, LLC	CLOSED	0	1,215,007	-1,215,007	-100%	$32.7M	$0	-$32.7M	2026-10-16
D.A. Davidson & Co.	CLOSED	0	8,000	-8,000	-100%	$215.5K	$0	-$215.5K	2026-10-28
International Assets Investment Management, LLC	CLOSED	0	168	-168	-100%	$4.4K	$0	-$4.4K	2026-11-02
Morgan Stanley	N/A	—	1,655,802	-1,655,802	-100%	$44.6M	—	—	—
Wells Fargo & Company	N/A	—	1,049,578	-1,049,578	-100%	$28.3M	—	—	—
NewEdge Advisors, LLC	N/A	—	793,139	-793,139	-100%	$21.4M	—	—	—
Raymond James Financial Inc	N/A	—	518,804	-518,804	-100%	$14.0M	—	—	—
Bank of America Corp	N/A	—	328,521	-328,521	-100%	$8.8M	—	—	—
UBS Group AG	N/A	—	328,004	-328,004	-100%	$8.8M	—	—	—
Benjamin Edwards Inc	N/A	—	214,162	-214,162	-100%	$5.8M	—	—	—
PFG Investments, LLC	N/A	—	85,573	-85,573	-100%	$2.3M	—	—	—
Stifel Financial Corp	N/A	—	83,056	-83,056	-100%	$2.2M	—	—	—
Cetera Investment Advisers	N/A	—	75,549	-75,549	-100%	$2.0M	—	—	—
MML Investors Services, LLC	N/A	—	49,405	-49,405	-100%	$1.3M	—	—	—
Kiker Wealth Management, LLC	N/A	—	46,829	-46,829	-100%	$1.3M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	45,983	-45,983	-100%	$1.2M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	43,855	-43,855	-100%	$1.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	40,657	-40,657	-100%	$1.1M	—	—	—
Smith, Moore & Co.	N/A	—	39,771	-39,771	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	37,808	-37,808	-100%	$1.0M	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	33,735	-33,735	-100%	$908.6K	—	—	—
Jane Street Group, LLC	N/A	—	26,150	-26,150	-100%	$704.3K	—	—	—
EWA, LLC	N/A	—	23,181	-23,181	-100%	$624.3K	—	—	—
Arkadios Wealth Advisors	N/A	—	19,021	-19,021	-100%	$512.3K	—	—	—
Barnes Pettey Financial Advisors, LLC	N/A	—	16,424	-16,424	-100%	$442.3K	—	—	—
Kovack Advisors, Inc.	N/A	—	10,418	-10,418	-100%	$280.4K	—	—	—
Waverly Advisors, LLC	N/A	—	10,003	-10,003	-100%	$269.4K	—	—	—
&partners	N/A	—	8,801	-8,801	-100%	$237.0K	—	—	—
Equitable Holdings, Inc.	N/A	—	8,057	-8,057	-100%	$217.0K	—	—	—
Topsail Wealth Management, LLC	N/A	—	7,100	-7,100	-100%	$191.2K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,960	-1,960	-100%	$52.8K	—	—	—
Qube Research & Technologies Ltd	N/A	—	1,651	-1,651	-100%	$44.5K	—	—	—
Founders Financial Alliance, LLC	N/A	—	1,626	-1,626	-100%	$43.8K	—	—	—
BFC Planning, Inc.	N/A	—	1,134	-1,134	-100%	$30.5K	—	—	—
FMR LLC	N/A	—	927	-927	-100%	$25.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	693	-693	-100%	$18.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	319	-319	-100%	$8.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	174	-174	-100%	$4.6K	—	—	—
Bank of Montreal	N/A	—	46	-46	-100%	$1.2K	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$27	—	—	—
Royal Bank of Canada	N/A	—	1	-1	-100%	$0	—	—	—

Showing 61 of 61 institutions