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First Trust Dorsey Wright Focus 5 ETF

313 hedge funds and large institutions have $2.43B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $2.39B → $2.43B (+$43.9M)

0.24% more ownership

Funds ownership: 65.33%65.57% (+0.24%)

0% more funds holding

Funds holding: 313313 (0)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

25% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 124

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
4.11%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
22
Increased
93
Reduced
124
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
226
Bryn Mawr Capital Management
Pennsylvania
$246K
UPS
227
UHLMANN PRICE SECURITIES
Illinois
$240K +$29.8K +489 +14%
SCM
228
Saxony Capital Management
Missouri
$237K -$30.5K -500 -12%
FPAS
229
Focus Partners Advisor Solutions
Missouri
$236K +$234K +3,833 New
TWA
230
Trace Wealth Advisors
California
$232K
BCI
231
Brinker Capital Investments
Pennsylvania
$229K +$225K +3,701 New
CHC
232
City Holding Co
West Virginia
$229K
SVWAG
233
Sound View Wealth Advisors Group
Georgia
$229K
CCWM
234
Cassaday & Co Wealth Management
Virginia
$226K
SAM
235
Strategy Asset Managers
California
$221K -$60.9K -999 -22%
PS
236
Principal Securities
Iowa
$211K -$1.95M -31,973 -90%
HSA
237
HBK Sorce Advisory
Pennsylvania
$211K +$207K +3,394 New
SWMP
238
Signature Wealth Management Partners
New Jersey
$206K +$203K +3,329 New
SDWMA
239
Schneider Downs Wealth Management Advisors
Pennsylvania
$202K -$39.7K -651 -17%
UCFA
240
United Capital Financial Advisors
Texas
$201K +$198K +3,251 New
RFA
241
Register Financial Advisors
Georgia
$196K +$670 +11 +0.3%
OC
242
Oakworth Capital
Alabama
$186K
CA
243
Clearstead Advisors
Ohio
$167K -$136K -2,229 -45%
HFS
244
Hantz Financial Services
Michigan
$166K
AAG
245
Armstrong Advisory Group
Massachusetts
$147K
PTC
246
Private Trust Company
Ohio
$134K +$14.7K +241 +13%
RWM
247
Rialto Wealth Management
New York
$131K
FWP
248
FAS Wealth Partners
Kansas
$125K +$183 +3 +0.1%
CF
249
Centaurus Financial
California
$124K -$85.2K -1,398 -41%
MWA
250
Medallion Wealth Advisors
Connecticut
$124K

FV Hedge Fund Activity: Q3 2025 in Review

313 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q3 2025, worth a combined $2.43B — up 1.8% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FV positions and 15 closed out — a net gain of 7 holders — while 93 added to existing stakes and 124 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $6.07M. The largest seller was Commonwealth Equity Services, cutting an estimated $22.9M.

  • 313 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $2.43B of First Trust Dorsey Wright Focus 5 ETF stock for Q3 2025, up 1.8% quarter-over-quarter.
  • 22 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q3 2025 and 15 closed out, a net change of +7 holders.
  • The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q3 2025 was Osaic Holdings, an estimated $6.07M added.
  • The largest First Trust Dorsey Wright Focus 5 ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2025.