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First Trust Dorsey Wright Focus 5 ETF

309 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, 123 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)

26% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 123

Holders
309
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

Top Buyers

1 +$6.13M
2 +$5.98M
3 +$5.25M
4
Stifel Financial
Stifel Financial
Missouri
+$3.6M
5
LPL Financial
LPL Financial
California
+$3.03M

Top Sellers

1 -$230M
2 -$23.3M
3 -$15.2M
4
Morgan Stanley
Morgan Stanley
New York
-$13.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
226
Focus Partners Advisor Solutions
Missouri
$236K
TWA
227
Trace Wealth Advisors
California
$232K
BCI
228
Brinker Capital Investments
Pennsylvania
$229K
CHC
229
City Holding Co
West Virginia
$229K
SVWAG
230
Sound View Wealth Advisors Group
Georgia
$229K
CCWM
231
Cassaday & Co Wealth Management
Virginia
$226K
SAM
232
Strategy Asset Managers
California
$221K
PS
233
Principal Securities
Iowa
$211K
HSA
234
HBK Sorce Advisory
Pennsylvania
$211K
SWMP
235
Signature Wealth Management Partners
New Jersey
$206K
SDWMA
236
Schneider Downs Wealth Management Advisors
Pennsylvania
$202K
UCFA
237
United Capital Financial Advisors
Texas
$201K
RFA
238
Register Financial Advisors
Georgia
$196K
OC
239
Oakworth Capital
Alabama
$186K
CA
240
Clearstead Advisors
Ohio
$167K
HFS
241
Hantz Financial Services
Michigan
$166K
AAG
242
Armstrong Advisory Group
Massachusetts
$147K
PTC
243
Private Trust Company
Ohio
$134K
RWM
244
Rialto Wealth Management
New York
$131K
FWP
245
FAS Wealth Partners
Kansas
$125K
CF
246
Centaurus Financial
California
$124K
MCM
247
MAI Capital Management
Ohio
$117K
SS
248
Sunbelt Securities
Texas
$106K
WP
249
WealthShield Partners
North Carolina
$97.9K
WWM
250
Wagner Wealth Management
South Carolina
$97.3K