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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 585,199 | 29,622 | 0.01% | 0.01% | 1 | +88,090 | 17.72% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 472,281 | 23,906 | 0.01% | 0.01% | 2 | -2,287 | -0.48% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 356,838 | 18,063 | 0.02% | 0.02% | 3 | +26,243 | 7.94% | Q1 2026 | May 13, 2026 |
| ALM First Financial Advisors, LLC | History | Added to | 312,052 | 15,796 | 2.83% | 2.43% | 4 | +51,048 | 19.56% | Q1 2026 | Apr 10, 2026 |
| TCP Asset Management, LLC | History | Added to | 216,985 | 10,983 | 1.41% | 1.7% | 5 | +2,416 | 1.13% | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 208,142 | 10,536 | 0.03% | 0.02% | 6 | +35,766 | 20.75% | Q1 2026 | Apr 22, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 202,365 | 10,243 | 0.01% | 0.01% | 7 | +46,842 | 30.12% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 187,574 | 9,494 | 0.02% | 0.02% | 8 | +5,280 | 2.9% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 177,412 | 8,980 | 0.0% | 0.0% | 9 | +127,470 | 255.24% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 122,550 | 6,205 | 0.06% | 0.06% | 10 | +5,646 | 4.83% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 111,290 | 5,634 | 0.01% | 0.01% | 11 | +5,468 | 5.17% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 84,933 | 4,299 | 0.17% | 0.2% | 12 | +46,213 | 119.35% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 78,413 | 3,969 | 0.07% | 0.04% | 13 | +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% | 14 | +15,646 | 26.27% | Q1 2026 | Apr 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 74,527 | 3,772 | 0.0% | 0.0% | 15 | -13,108 | -14.96% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 64,681 | 3,274 | 0.0% | 0.0% | 16 | -4,647 | -6.7% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 60,076 | 3,041 | 0.06% | 0.05% | 17 | +8,547 | 16.59% | Q1 2026 | Apr 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 54,889 | 2,778 | 0.02% | 0.02% | 18 | +1,787 | 3.37% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 37,397 | 1,893 | 0.04% | 0.04% | 19 | +1,514 | 4.22% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 36,790 | 1,862 | 0.0% | 0.0% | 20 | -5,042 | -12.05% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 36,611 | 1,853 | 0.01% | 0.01% | 21 | +16,900 | 85.74% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 34,955 | 1,769 | 0.1% | 0.07% | 22 | +8,360 | 31.43% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 34,025 | 1,722 | 0.02% | 0.02% | 23 | -281 | -0.82% | Q1 2026 | Apr 20, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 27,948 | 1,414 | 0.59% | 0.61% | 24 | -4,159 | -12.95% | Q1 2026 | May 07, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 27,521 | 1,393 | 0.31% | 0.26% | 25 | +3,379 | 14.0% | Q1 2026 | Apr 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 25,265 | 1,279 | 0.01% | 0.01% | 26 | +604 | 2.45% | Q1 2026 | Apr 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 23,031 | 1,165 | 0.01% | 0.01% | 27 | +19 | 0.08% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 21,378 | 1,082 | 0.04% | 0.04% | 28 | +10 | 0.05% | Q1 2026 | May 13, 2026 |
| Fermata Advisors, LLC | History | Added to | 19,241 | 973 | 0.22% | 0.21% | 29 | +593 | 3.18% | Q1 2026 | Apr 08, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 17,997 | 911 | 0.32% | 0.33% | 30 | -1,568 | -8.01% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Reduced | 15,790 | 799 | 0.01% | 0.01% | 31 | -361 | -2.24% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,146 | 766 | 0.0% | — | 32 | +15,146 | New | Q1 2026 | May 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 14,746 | 746 | 0.08% | 0.07% | 33 | +746 | 5.33% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 14,719 | 745 | 0.02% | 0.02% | 34 | +544 | 3.84% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Reduced | 14,102 | 713 | 0.01% | 0.01% | 35 | -16 | -0.11% | Q1 2026 | Apr 27, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 13,624 | 689 | 0.1% | 0.1% | 36 | -72 | -0.53% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,464 | 681 | 0.0% | 0.0% | 37 | -3,087 | -18.65% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 12,562 | 635 | 0.3% | 0.25% | 38 | +526 | 4.37% | Q1 2026 | May 14, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 12,445 | 629 | 0.2% | 0.18% | 39 | +522 | 4.38% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 11,719 | 593 | 0.0% | 0.0% | 40 | +373 | 3.29% | Q1 2026 | Apr 29, 2026 |
| Balboa Wealth Partners | History | Added to | 11,198 | 566 | 0.09% | 0.08% | 41 | +410 | 3.8% | Q1 2026 | Apr 16, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 9,298 | 470 | 0.08% | 0.08% | 42 | -719 | -7.18% | Q1 2026 | Apr 29, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 8,430 | 426 | 0.19% | 0.16% | 43 | +269 | 3.3% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,028 | 406 | 0.01% | 0.01% | 44 | -95 | -1.17% | Q1 2026 | Apr 22, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 7,702 | 389 | 0.03% | 0.03% | 45 | +136 | 1.8% | Q1 2026 | Apr 08, 2026 |
| NOVEM GROUP | History | New | 7,622 | 385 | 0.04% | — | 46 | +7,622 | New | Q1 2026 | Apr 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,453 | 377 | 0.01% | 0.01% | 47 | +1,046 | 16.33% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,238 | 366 | 0.0% | — | 48 | +7,238 | New | Q1 2026 | May 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 6,078 | 307 | 0.09% | 0.09% | 49 | +26 | 0.43% | Q1 2026 | Apr 06, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 5,803 | 293 | 0.05% | 0.05% | 50 | +268 | 4.84% | Q1 2026 | Apr 22, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 5,468 | 276 | 0.02% | 0.02% | 51 | -492 | -8.26% | Q1 2026 | Apr 17, 2026 |
| Trajan Wealth LLC | History | Reduced | 5,435 | 275 | 0.01% | 0.01% | 52 | -214 | -3.79% | Q1 2026 | May 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 5,160 | 261 | 0.01% | 0.02% | 53 | +114 | 2.26% | Q1 2026 | Apr 21, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 4,876 | 246 | 0.26% | — | 54 | +4,876 | New | Q1 2026 | May 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 4,770 | 241 | 0.11% | 0.11% | 55 | -289 | -5.71% | Q1 2026 | May 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,749 | 240 | 0.0% | 0.0% | 56 | -2,535 | -34.8% | Q1 2026 | May 04, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 4,656 | 235 | 0.02% | 0.05% | 57 | -6,973 | -59.96% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,948 | 232 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,566 | 231 | 0.0% | 0.0% | 59 | -208 | -4.36% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Added to | 4,476 | 227 | 0.05% | 0.05% | 60 | +685 | 18.07% | Q1 2026 | May 11, 2026 |
| Holistic Financial Partners | History | Added to | 4,479 | 226 | 0.08% | 0.08% | 61 | +17 | 0.38% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Reduced | 4,074 | 206 | 0.01% | 0.01% | 62 | -587 | -12.59% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | New | 4,000 | 202 | 0.0% | — | 63 | +4,000 | New | Q1 2026 | May 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,887 | 182 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 3,300 | 167 | 0.01% | 0.01% | 65 | -600 | -15.38% | Q1 2026 | May 07, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 3,192 | 161 | 0.05% | 0.07% | 66 | -1,123 | -26.03% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,460 | 124 | 0.0% | 0.0% | 67 | -5,078 | -67.37% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 2,389 | 120 | 0.01% | — | 68 | +2,389 | New | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,916 | 96 | 0.0% | 0.0% | 69 | +613 | 47.05% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 1,325 | 67 | 0.0% | — | 70 | +1,325 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | New | 1,051 | 53 | 0.0% | — | 71 | +1,051 | New | Q1 2026 | Jun 02, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 850 | 43 | 0.0% | 0.0% | 72 | +236 | 38.44% | Q1 2026 | May 05, 2026 |
| My Portfolio Guide, LLC | History | New | 740 | 37 | 0.02% | — | 73 | +740 | New | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 533 | 27 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Added to | 495 | 25 | 0.0% | 0.0% | 75 | +218 | 78.7% | Q1 2026 | Apr 22, 2026 |
| Signature Equity Partners, LLC | History | Added to | 488 | 24 | 0.01% | 0.01% | 76 | +8 | 1.67% | Q1 2026 | May 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 249 | 12 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 219 | 11 | 0.01% | 0.01% | 78 | -28 | -11.34% | Q1 2026 | May 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 216 | 10 | 0.01% | — | 80 | +216 | New | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 203 | 10 | 0.0% | 0.0% | 79 | -32 | -13.62% | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | New | 150 | 7 | 0.0% | — | 81 | +150 | New | Q1 2026 | May 19, 2026 |
| CWM, LLC | History | New | 107 | 5 | 0.0% | — | 82 | +107 | New | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 103 | 5 | 0.0% | — | 83 | +103 | New | Q1 2026 | May 01, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 63 | 3 | 0.0% | 0.0% | 84 | -97 | -60.62% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | New | 17 | 1 | 0.0% | — | 85 | +17 | New | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 1.01% | — | -217,933 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,752 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Professional Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,296 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -9,962 | -100.0% | Q1 2026 | May 14, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,994 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,545 | -100.0% | Q1 2026 | Apr 27, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,319 | -100.0% | Q1 2026 | May 11, 2026 |
| Omnitrust Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.26% | — | -4,371 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.01% | — | -3,918 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -387 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 13, 2026 |