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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

304 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 122 reducing their positions, and 22 closing their positions.

Holders
304
Holders Change
-4
Holders Change %
-1.3%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
24
Increased
101
Reduced
122
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$70.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.7M
3
MMA
3
Miracle Mile Advisors
California
$4.43M
4
PCA
4
Prosperity Capital Advisors
Ohio
$4.3M
5
GIA
5
Gladstone Institutional Advisory
Florida
$4.13M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$50M
2
Raymond James Financial
2
Raymond James Financial
Florida
$140M
3
Wells Fargo
3
Wells Fargo
California
$233M
4
Bank of America
4
Bank of America
North Carolina
$81.9M
5
SPC
5
Sigma Planning Corp
Michigan
$2.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$369M 6,225,916 -13,858 -0.2%
LPL Financial
2
LPL Financial
California
$262M 4,417,821 -47,130 -1%
Wells Fargo
3
Wells Fargo
California
$233M 3,933,177 -174,643 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$169M 2,853,870 +8,043 +0.3%
Raymond James Financial
5
Raymond James Financial
Florida
$140M 2,363,710 -229,025 -9%
Bank of America
6
Bank of America
North Carolina
$81.9M 1,381,317 -161,210 -10%
UBS Group
7
UBS Group
Switzerland
$81.7M 1,378,068 +20,640 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$70.7M 1,192,856 +175,141 +17%
NA
9
NewEdge Advisors
Louisiana
$50M 843,902 -278,741 -25%
PFS
10
Prospera Financial Services
Texas
$48.1M 812,251 +21,728 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$46.5M 787,923 +4,291 +0.5%
CIA
12
Concurrent Investment Advisors
Florida
$34.2M 576,838 +2,236 +0.4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$32.1M 541,755 +11,994 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$31.2M 526,860 +11,095 +2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$28.9M 488,470 -8,864 -2%
SWMG
16
Sard Wealth Management Group
Georgia
$27.3M 460,591 +5,011 +1%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$26.8M 451,792 -7,377 -2%
DADC
18
D.A. Davidson & Co
Montana
$25.3M 426,485 -7,993 -2%
Stifel Financial
19
Stifel Financial
Missouri
$24.5M 413,042 +26,971 +7%
MFS
20
Madrona Financial Services
Washington
$23.1M 389,600 +6,433 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$21.6M 363,800 -81,849 -18%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$20.5M 345,142 -15,407 -4%
PWS
23
Proactive Wealth Strategies
Georgia
$18.6M 314,250 +4,655 +2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$16.7M 281,155 +5,322 +2%
SPIA
25
Steward Partners Investment Advisory
New York
$15.2M 255,951 -1,626 -0.6%
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