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First Trust Dorsey Wright Focus 5 ETF

331 hedge funds and large institutions have $2.37B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 127 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

6% more funds holding

Funds holding: 313331 (+18)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.08% less ownership

Funds ownership: 65.57%65.49% (-0.08%)

3% less capital invested

Capital invested by funds: $2.43B → $2.37B (-$69.6M)

25% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 127

Holders
331
Holders Change
+18
Holders Change %
+5.75%
% of All Funds
4.03%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
40
Increased
95
Reduced
127
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$282K -$14.6K -236 -5%
FFN
227
Focus Financial Network
Minnesota
$280K +$372 +6 +0.1%
WAM
228
WealthTrust Asset Management
Florida
$273K +$434 +7 +0.2%
BCI
229
Brinker Capital Investments
Pennsylvania
$255K +$21.9K +354 +10%
PAG
230
Private Advisory Group
Washington
$255K -$50.4K -814 -17%
SWA
231
Strategies Wealth Advisors
Michigan
$255K -$10.5K -169 -4%
BCM
232
Brookstone Capital Management
Illinois
$251K +$372 +6 +0.2%
MC
233
Moors & Cabot
Massachusetts
$251K +$62 +1 +0%
BMCM
234
Bryn Mawr Capital Management
Pennsylvania
$250K
Millennium Management
235
Millennium Management
New York
$244K +$240K +3,879 New
SCM
236
Saxony Capital Management
Missouri
$241K
FPAS
237
Focus Partners Advisor Solutions
Missouri
$237K -$4.4K -71 -2%
TWA
238
Trace Wealth Advisors
California
$236K
HSA
239
HBK Sorce Advisory
Pennsylvania
$231K +$6.07K +98 +3%
CAAS
240
Capital Asset Advisory Services
Michigan
$230K -$105K -1,688 -33%
CCWM
241
Cassaday & Co Wealth Management
Virginia
$230K
SAM
242
Strategy Asset Managers
California
$225K +$62 +1 +0%
CHC
243
City Holding Co
West Virginia
$220K -$12.4K -200 -5%
3F
244
360 Financial
Minnesota
$220K -$112K -1,815 -34%
PPG
245
Peak Planning Group
Colorado
$219K -$114K -1,838 -35%
PS
246
Principal Securities
Iowa
$219K +$3.84K +62 +2%
UCFA
247
United Capital Financial Advisors
Texas
$217K +$12.4K +200 +6%
MGIA
248
Moneta Group Investment Advisors
Missouri
$207K +$204K +3,292 New
SDWMA
249
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K +$62 +1 +0%
APP
250
Avantax Planning Partners
Iowa
$205K +$202K +3,260 New