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First Trust Dorsey Wright Focus 5 ETF

313 hedge funds and large institutions have $2.39B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more capital invested

Capital invested by funds: $2.26B → $2.39B (+$128M)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0.64% more ownership

Funds ownership: 64.69%65.33% (+0.64%)

0% more funds holding

Funds holding: 313313 (0)

18% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 127

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
4.12%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
25
Increased
104
Reduced
127
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
251
Armstrong Advisory Group
Massachusetts
$141K -$33.1K -594 -20%
WP
252
WealthShield Partners
North Carolina
$128K -$557 -10 -0.5%
RWM
253
Rialto Wealth Management
New York
$125K
FWP
254
FAS Wealth Partners
Kansas
$120K +$167 +3 +0.1%
MWA
255
Medallion Wealth Advisors
Connecticut
$119K -$27.8K -500 -20%
PTC
256
Private Trust Company
Ohio
$114K +$12.5K +225 +13%
William Blair & Company
257
William Blair & Company
Illinois
$113K +$167 +3 +0.2%
MCM
258
MAI Capital Management
Ohio
$112K +$32.3K +581 +44%
LBC
259
Lowe Brockenbrough & Co
Virginia
$110K +$103K +1,850 New
EWA
260
EP Wealth Advisors
California
$107K -$203K -3,650 -67%
GWANC
261
Guardian Wealth Advisors (North Carolina)
North Carolina
$104K
BIG
262
Brooklyn Investment Group
New York
$99.2K +$93.2K +1,674 New
WWMSC
263
Wagner Wealth Management (South Carolina)
South Carolina
$92.9K +$111 +2 +0.1%
CMA
264
Cedar Mountain Advisors
Oregon
$90.3K +$111 +2 +0.1%
MIM
265
MTM Investment Management
South Carolina
$88.3K
TSMHT
266
Thurston Springer Miller Herd & Titak
Indiana
$81.6K +$7.85K +141 +11%
Q1WB
267
Quest 10 Wealth Builders
Virginia
$79.6K -$334 -6 -0.4%
TLCM
268
Twin Lakes Capital Management
California
$76.6K
LIA
269
Luken Investment Analytics
Tennessee
$75.6K
RIA
270
Realta Investment Advisors
Delaware
$69.7K
TC
271
Truvestments Capital
Florida
$46.2K +$56 +1 +0.1%
TIM
272
Tortoise Investment Management
New York
$45.9K
EWM
273
Evolution Wealth Management
Florida
$44.4K +$41.8K +750 New
SPF
274
South Plains Financial
Texas
$44K
SAM
275
Smartleaf Asset Management
Massachusetts
$39.5K

FV Hedge Fund Activity: Q2 2025 in Review

313 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q2 2025, worth a combined $2.39B — up 5.7% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FV positions and 24 closed out — a net gain of 1 holder — while 104 added to existing stakes and 127 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $9.75M. The largest seller was NewEdge Advisors, cutting an estimated $15.5M.

  • 313 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $2.39B of First Trust Dorsey Wright Focus 5 ETF stock for Q2 2025, up 5.7% quarter-over-quarter.
  • 25 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q2 2025 and 24 closed out, a net change of +1 holder.
  • The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $9.75M added.
  • The largest First Trust Dorsey Wright Focus 5 ETF seller in Q2 2025 was NewEdge Advisors, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2025.