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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

307 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 25 funds opening new positions, 102 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.11%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
25
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 %
PTC
251
Private Trust Company
Ohio
$114K +$13.3K +225 +13%
William Blair & Company
252
William Blair & Company
Illinois
$113K +$178 +3 +0.2%
MCM
253
MAI Capital Management
Ohio
$112K +$34.4K +581 +44%
LBC
254
Lowe Brockenbrough & Co
Virginia
$110K +$110K +1,850 New
EWA
255
EP Wealth Advisors
California
$107K -$216K -3,650 -67%
GWANC
256
Guardian Wealth Advisors (North Carolina)
North Carolina
$104K – – –
BIG
257
Brooklyn Investment Group
New York
$99.2K +$99.2K +1,674 New
WWM
258
Wagner Wealth Management
South Carolina
$92.9K +$119 +2 +0.1%
CMA
259
Cedar Mountain Advisors
Oregon
$90.3K +$119 +2 +0.1%
MIM
260
MTM Investment Management
South Carolina
$88.3K – – –
TSMHT
261
Thurston Springer Miller Herd & Titak
Indiana
$81.6K +$8.36K +141 +11%
TLCM
262
Twin Lakes Capital Management
California
$76.6K – – –
LIA
263
Luken Investment Analytics
Tennessee
$75.6K – – –
RIA
264
Realta Investment Advisors
Delaware
$69.7K – – –
TC
265
Truvestments Capital
Florida
$46.2K +$59 +1 +0.1%
TIM
266
Tortoise Investment Management
New York
$45.9K – – –
EWM
267
Evolution Wealth Management
Florida
$44.4K +$44.4K +750 New
SPF
268
South Plains Financial
Texas
$44K – – –
SAM
269
Smartleaf Asset Management
Massachusetts
$39.5K – – –
CI
270
CX Institutional
Indiana
$36K +$36K +607 New
SIS
271
Sound Income Strategies
Florida
$30.2K -$1.42K -24 -4%
MWM
272
MorganRosel Wealth Management
Colorado
$30K – – –
WSFS
273
Wilmington Savings Fund Society
Delaware
$29.6K – – –
PSFG
274
Park Square Financial Group
Georgia
$28.3K – – –
CBT
275
Crews Bank & Trust
Florida
$26.8K – – –
9 10
11
12 13