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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

305 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, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-3
Holders Change %
-0.97%
% of All Funds
4.09%
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
123
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$50M
2
Raymond James Financial
Raymond James Financial
Florida
$140M
3
Wells Fargo
Wells Fargo
California
$233M
4
Bank of America
Bank of America
North Carolina
$81.9M
5
SPC
Sigma Planning Corp
Michigan
$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
226
Moors & Cabot
Massachusetts
$239K +$8.41K +142 +4%
BMCM
227
Bryn Mawr Capital Management
Pennsylvania
$236K +$236K +3,980 New
SDWMA
228
Schneider Downs Wealth Management Advisors
Pennsylvania
$232K +$59 +1 +0%
EA
229
Ergawealth Advisors
Illinois
$223K +$223K +3,759 New
TWA
230
Trace Wealth Advisors
California
$222K – – –
BCM
231
Brookstone Capital Management
Illinois
$222K +$222K +3,738 New
AG
232
AmeriFlex Group
Nevada
$220K – – –
CHC
233
City Holding Co
West Virginia
$219K – – –
SVWAG
234
Sound View Wealth Advisors Group
Georgia
$219K – – –
FTUS
235
Flow Traders U.S.
New York
$219K -$258K -4,344 -54%
CCWM
236
Cassaday & Co Wealth Management
Virginia
$216K – – –
CF
237
Centaurus Financial
California
$201K +$41.3K +698 +26%
UPS
238
UHLMANN PRICE SECURITIES
Illinois
$201K -$55.1K -929 -22%
RFA
239
Register Financial Advisors
Georgia
$187K – – –
ETC
240
Exchange Traded Concepts
Oklahoma
$183K +$183K +3,083 New
OC
241
Oakworth Capital
Alabama
$178K – – –
CCMI
242
Creative Capital Management Investments
California
$169K +$83.2K +1,404 +97%
HFS
243
Hantz Financial Services
Michigan
$158K +$158K +2,674 New
SS
244
Sunbelt Securities
Texas
$141K +$43.2K +731 +44%
AAG
245
Armstrong Advisory Group
Massachusetts
$141K -$35.2K -594 -20%
WP
246
WealthShield Partners
North Carolina
$128K -$593 -10 -0.5%
RWM
247
Rialto Wealth Management
New York
$125K – – –
FWP
248
FAS Wealth Partners
Kansas
$120K +$178 +3 +0.1%
PTC
249
Private Trust Company
Ohio
$114K +$13.3K +225 +13%
William Blair & Company
250
William Blair & Company
Illinois
$113K +$178 +3 +0.2%
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