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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

306 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 102 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
4.1%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
24
Increased
102
Reduced
123
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.4M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.24M
3
MMA
Miracle Mile Advisors
California
+$4.43M
4
PCA
Prosperity Capital Advisors
Ohio
+$4.3M
5
GIA
Gladstone Institutional Advisory
Florida
+$4.13M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
-$16.5M
2
Raymond James Financial
Raymond James Financial
Florida
-$13.6M
3
Wells Fargo
Wells Fargo
California
-$10.3M
4
Bank of America
Bank of America
North Carolina
-$9.55M
5
SPC
Sigma Planning Corp
Michigan
-$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
251
William Blair & Company
Illinois
$113K +$178 +3 +0.2%
MCM
252
MAI Capital Management
Ohio
$112K +$34.4K +581 +44%
LBC
253
Lowe Brockenbrough & Co
Virginia
$110K +$110K +1,850 New
EWA
254
EP Wealth Advisors
California
$107K -$216K -3,650 -67%
GWANC
255
Guardian Wealth Advisors (North Carolina)
North Carolina
$104K – – –
BIG
256
Brooklyn Investment Group
New York
$99.2K +$99.2K +1,674 New
WWM
257
Wagner Wealth Management
South Carolina
$92.9K +$119 +2 +0.1%
CMA
258
Cedar Mountain Advisors
Oregon
$90.3K +$119 +2 +0.1%
MIM
259
MTM Investment Management
South Carolina
$88.3K – – –
TSMHT
260
Thurston Springer Miller Herd & Titak
Indiana
$81.6K +$8.36K +141 +11%
TLCM
261
Twin Lakes Capital Management
California
$76.6K – – –
LIA
262
Luken Investment Analytics
Tennessee
$75.6K – – –
RIA
263
Realta Investment Advisors
Delaware
$69.7K – – –
TC
264
Truvestments Capital
Florida
$46.2K +$59 +1 +0.1%
TIM
265
Tortoise Investment Management
New York
$45.9K – – –
EWM
266
Evolution Wealth Management
Florida
$44.4K +$44.4K +750 New
SPF
267
South Plains Financial
Texas
$44K – – –
SAM
268
Smartleaf Asset Management
Massachusetts
$39.5K – – –
CI
269
CX Institutional
Indiana
$36K +$36K +607 New
SIS
270
Sound Income Strategies
Florida
$30.2K -$1.42K -24 -4%
MWM
271
MorganRosel Wealth Management
Colorado
$30K – – –
WSFS
272
Wilmington Savings Fund Society
Delaware
$29.6K – – –
PSFG
273
Park Square Financial Group
Georgia
$28.3K – – –
CBT
274
Crews Bank & Trust
Florida
$26.8K – – –
DRP
275
Decker Retirement Planning
Utah
$24.1K +$24.1K +407 New
9 10
11
12 13