We are live on ! Find out more
FV icon

First Trust Dorsey Wright Focus 5 ETF

313 hedge funds and large institutions have $2.39B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more capital invested

Capital invested by funds: $2.26B → $2.39B (+$128M)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0.64% more ownership

Funds ownership: 64.69%65.33% (+0.64%)

0% more funds holding

Funds holding: 313313 (0)

18% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 127

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
4.12%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
25
Increased
104
Reduced
127
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFW
226
QTR Family Wealth
Florida
$274K -$2.84K -51 -1%
SAM
227
Strategy Asset Managers
California
$271K
NS
228
NBC Securities
Alabama
$257K +$111 +2 +0%
SCM
229
Saxony Capital Management
Missouri
$257K -$1.67K -30 -0.7%
WAM
230
WealthTrust Asset Management
Florida
$256K -$28.9K -520 -11%
JWM
231
JPL Wealth Management
Colorado
$249K
MC
232
Moors & Cabot
Massachusetts
$239K +$7.91K +142 +4%
BMCM
233
Bryn Mawr Capital Management
Pennsylvania
$236K +$222K +3,980 New
SDWMA
234
Schneider Downs Wealth Management Advisors
Pennsylvania
$232K +$56 +1 +0%
EA
235
Ergawealth Advisors
Illinois
$223K +$209K +3,759 New
TWA
236
Trace Wealth Advisors
California
$222K
BCM
237
Brookstone Capital Management
Illinois
$222K +$208K +3,738 New
AG
238
AmeriFlex Group
Nevada
$220K
CHC
239
City Holding Co
West Virginia
$219K
SVWAG
240
Sound View Wealth Advisors Group
Georgia
$219K
FTUS
241
Flow Traders U.S.
New York
$219K -$242K -4,344 -54%
CCWM
242
Cassaday & Co Wealth Management
Virginia
$216K
CF
243
Centaurus Financial
California
$201K +$38.9K +698 +26%
UPS
244
UHLMANN PRICE SECURITIES
Illinois
$201K -$51.7K -929 -22%
RFA
245
Register Financial Advisors
Georgia
$187K
ETC
246
Exchange Traded Concepts
Oklahoma
$183K +$172K +3,083 New
OC
247
Oakworth Capital
Alabama
$178K
CCMI
248
Creative Capital Management Investments
California
$169K +$78.2K +1,404 +97%
HFS
249
Hantz Financial Services
Michigan
$158K +$149K +2,674 New
SS
250
Sunbelt Securities
Texas
$141K +$40.7K +731 +44%

FV Hedge Fund Activity: Q2 2025 in Review

313 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q2 2025, worth a combined $2.39B — up 5.7% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FV positions and 24 closed out — a net gain of 1 holder — while 104 added to existing stakes and 127 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $9.75M. The largest seller was NewEdge Advisors, cutting an estimated $15.5M.

  • 313 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $2.39B of First Trust Dorsey Wright Focus 5 ETF stock for Q2 2025, up 5.7% quarter-over-quarter.
  • 25 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q2 2025 and 24 closed out, a net change of +1 holder.
  • The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $9.75M added.
  • The largest First Trust Dorsey Wright Focus 5 ETF seller in Q2 2025 was NewEdge Advisors, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2025.