FIRST TRUST EXCHANGE-TRADED FUND V - FMF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALM First Financial Advisors, LLC | History | Added to | 312,052 | 15,796 | 2.83% | 2.43% | 1 | +51,048 | 19.56% | Q1 2026 | Apr 10, 2026 |
| TCP Asset Management, LLC | History | Added to | 216,985 | 10,983 | 1.41% | 1.7% | 2 | +2,416 | 1.13% | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 208,142 | 10,536 | 0.03% | 0.02% | 3 | +35,766 | 20.75% | Q1 2026 | Apr 22, 2026 |
| RFG Advisory, LLC | History | Added to | 78,413 | 3,969 | 0.07% | 0.04% | 4 | +28,157 | 56.03% | Q1 2026 | Apr 17, 2026 |
| Center For Asset Management LLC | History | Added to | 75,198 | 3,806 | 1.89% | 1.46% | 5 | +15,646 | 26.27% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | Added to | 60,076 | 3,041 | 0.06% | 0.05% | 6 | +8,547 | 16.59% | Q1 2026 | Apr 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 34,025 | 1,722 | 0.02% | 0.02% | 7 | -281 | -0.82% | Q1 2026 | Apr 20, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 27,521 | 1,393 | 0.31% | 0.26% | 8 | +3,379 | 14.0% | Q1 2026 | Apr 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 25,265 | 1,279 | 0.01% | 0.01% | 9 | +604 | 2.45% | Q1 2026 | Apr 07, 2026 |
| Fermata Advisors, LLC | History | Added to | 19,241 | 973 | 0.22% | 0.21% | 10 | +593 | 3.18% | Q1 2026 | Apr 08, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 17,997 | 911 | 0.32% | 0.33% | 11 | -1,568 | -8.01% | Q1 2026 | Apr 15, 2026 |
| Balboa Wealth Partners | History | Added to | 11,198 | 566 | 0.09% | 0.08% | 12 | +410 | 3.8% | Q1 2026 | Apr 16, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,028 | 406 | 0.01% | 0.01% | 13 | -95 | -1.17% | Q1 2026 | Apr 22, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 7,702 | 389 | 0.03% | 0.03% | 14 | +136 | 1.8% | Q1 2026 | Apr 08, 2026 |
| NOVEM GROUP | History | New | 7,622 | 385 | 0.04% | — | 15 | +7,622 | New | Q1 2026 | Apr 10, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 6,078 | 307 | 0.09% | 0.09% | 16 | +26 | 0.43% | Q1 2026 | Apr 06, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 5,803 | 293 | 0.05% | 0.05% | 17 | +268 | 4.84% | Q1 2026 | Apr 22, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 5,468 | 276 | 0.02% | 0.02% | 18 | -492 | -8.26% | Q1 2026 | Apr 17, 2026 |
| OneAscent Financial Services LLC | History | Added to | 5,160 | 261 | 0.01% | 0.02% | 19 | +114 | 2.26% | Q1 2026 | Apr 21, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 4,656 | 235 | 0.02% | 0.05% | 20 | -6,973 | -59.96% | Q1 2026 | Apr 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,916 | 96 | 0.0% | 0.0% | 21 | +613 | 47.05% | Q1 2026 | Apr 07, 2026 |
| Spire Wealth Management | History | Added to | 495 | 25 | 0.0% | 0.0% | 22 | +218 | 78.7% | Q1 2026 | Apr 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 216 | 10 | 0.01% | — | 24 | +216 | New | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 203 | 10 | 0.0% | 0.0% | 23 | -32 | -13.62% | Q1 2026 | Apr 07, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -497,109 | -100.0% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -474,568 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.02% | — | -330,595 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 1.01% | — | -217,933 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -182,294 | -100.0% | Q4 2025 | Jan 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.01% | — | -155,523 | -100.0% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.06% | — | -116,904 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -105,822 | -100.0% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -87,635 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -69,328 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -53,102 | -100.0% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -49,942 | -100.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -41,832 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -38,720 | -100.0% | Q4 2025 | Feb 11, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -35,883 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Beta Wealth Group, Inc. | History | Closed out | 0 | 0 | — | 0.61% | — | -32,107 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -26,595 | -100.0% | Q4 2025 | Jan 30, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,012 | -100.0% | Q4 2025 | Feb 03, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -21,368 | -100.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,711 | -100.0% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,551 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -16,151 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,175 | -100.0% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -14,118 | -100.0% | Q4 2025 | Mar 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,000 | -100.0% | Q4 2025 | Jan 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -13,696 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Family Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -12,036 | -100.0% | Q4 2025 | Feb 17, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.18% | — | -11,923 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,752 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,346 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Professional Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,296 | -100.0% | Q4 2025 | Jan 15, 2026 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,017 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -9,962 | -100.0% | Q4 2025 | Feb 17, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,994 | -100.0% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,545 | -100.0% | Q4 2025 | Feb 02, 2026 |
| BlueChip Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -8,161 | -100.0% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -7,538 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,284 | -100.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,407 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Trajan Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,649 | -100.0% | Q4 2025 | Feb 06, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,319 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,059 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,948 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,774 | -100.0% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,661 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Holistic Financial Partners | History | Closed out | 0 | 0 | — | 0.08% | — | -4,462 | -100.0% | Q4 2025 | Jan 07, 2026 |
| Omnitrust Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.26% | — | -4,371 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Synergy Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,315 | -100.0% | Q4 2025 | Feb 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.01% | — | -3,918 | -100.0% | Q4 2025 | Jan 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,900 | -100.0% | Q4 2025 | Feb 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,887 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,791 | -100.0% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -614 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -533 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -480 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -387 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -249 | -100.0% | Q4 2025 | Feb 19, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -247 | -100.0% | Q4 2025 | Jan 29, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q4 2025 | Feb 06, 2026 |