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First Trust Dorsey Wright Focus 5 ETF

308 hedge funds and large institutions have $2.26B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-21
Holders Change %
-6.38%
% of All Funds
4.18%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
22
Increased
95
Reduced
124
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
226
Strategy Asset Managers
California
$251K +$55 +1 +0%
QCM
227
Quantinno Capital Management
New York
$247K
SCM
228
Saxony Capital Management
Missouri
$239K
NS
229
NBC Securities
Alabama
$238K +$238K +4,339 +108,475%
IWN
230
Independent Wealth Network
Iowa
$237K -$12.6K -229 -5%
UPS
231
UHLMANN PRICE SECURITIES
Illinois
$237K -$42K -765 -15%
JWM
232
JPL Wealth Management
Colorado
$230K
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$222K +$222K +4,049 New
SDWMA
234
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K
MC
235
Moors & Cabot
Massachusetts
$214K -$27.4K -499 -11%
AG
236
AmeriFlex Group
Nevada
$206K -$1.1K -20 -0.5%
MFA
237
Mayflower Financial Advisors
Massachusetts
$206K +$384 +7 +0.2%
TWA
238
Trace Wealth Advisors
California
$206K
SWMP
239
Signature Wealth Management Partners
New Jersey
$205K
AWA
240
Acorn Wealth Advisors
Michigan
$205K +$165 +3 +0.1%
CHC
241
City Holding Co
West Virginia
$203K
SVWAG
242
Sound View Wealth Advisors Group
Georgia
$203K -$168K -3,063 -45%
CCWM
243
Cassaday & Co Wealth Management
Virginia
$200K
AAG
244
Armstrong Advisory Group
Massachusetts
$176K
RFA
245
Register Financial Advisors
Georgia
$173K
OC
246
Oakworth Capital
Alabama
$165K
CF
247
Centaurus Financial
California
$148K +$148K +2,696 New
CA
248
Clearstead Advisors
Ohio
$134K
WP
249
WealthShield Partners
North Carolina
$119K +$110 +2 +0.1%
RWM
250
Rialto Wealth Management
New York
$116K