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First Trust Dorsey Wright Focus 5 ETF

310 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, 91 increasing their positions, 124 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

27% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 124

Holders
310
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Saxony Capital Management
Missouri
$237K
FPAS
227
Focus Partners Advisor Solutions
Missouri
$236K
TWA
228
Trace Wealth Advisors
California
$232K
BCI
229
Brinker Capital Investments
Pennsylvania
$229K
CHC
230
City Holding Co
West Virginia
$229K
SVWAG
231
Sound View Wealth Advisors Group
Georgia
$229K
CCWM
232
Cassaday & Co Wealth Management
Virginia
$226K
SAM
233
Strategy Asset Managers
California
$221K
PS
234
Principal Securities
Iowa
$211K
HSA
235
HBK Sorce Advisory
Pennsylvania
$211K
SWMP
236
Signature Wealth Management Partners
New Jersey
$206K
SDWMA
237
Schneider Downs Wealth Management Advisors
Pennsylvania
$202K
UCFA
238
United Capital Financial Advisors
Texas
$201K
RFA
239
Register Financial Advisors
Georgia
$196K
OC
240
Oakworth Capital
Alabama
$186K
CA
241
Clearstead Advisors
Ohio
$167K
HFS
242
Hantz Financial Services
Michigan
$166K
AAG
243
Armstrong Advisory Group
Massachusetts
$147K
PTC
244
Private Trust Company
Ohio
$134K
RWM
245
Rialto Wealth Management
New York
$131K
FWP
246
FAS Wealth Partners
Kansas
$125K
CF
247
Centaurus Financial
California
$124K
MCM
248
MAI Capital Management
Ohio
$117K
SS
249
Sunbelt Securities
Texas
$106K
WP
250
WealthShield Partners
North Carolina
$97.9K