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First Trust Dorsey Wright Focus 5 ETF

313 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, 93 increasing their positions, 124 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $2.39B → $2.43B (+$43.9M)

0.24% more ownership

Funds ownership: 65.33%65.57% (+0.24%)

0% more funds holding

Funds holding: 313313 (0)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

25% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 124

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
4.11%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
22
Increased
93
Reduced
124
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
MAI Capital Management
Ohio
$117K
SS
252
Sunbelt Securities
Texas
$106K -$41.4K -679 -28%
WP
253
WealthShield Partners
North Carolina
$97.9K -$34.9K -572 -27%
WWMSC
254
Wagner Wealth Management (South Carolina)
South Carolina
$97.3K +$183 +3 +0.2%
CMA
255
Cedar Mountain Advisors
Oregon
$94.5K +$183 +3 +0.2%
MIM
256
MTM Investment Management
South Carolina
$90.4K -$1.83K -30 -2%
AG
257
AmeriFlex Group
Nevada
$90.3K -$140K -2,301 -61%
CCMI
258
Creative Capital Management Investments
California
$89.3K -$85.5K -1,404 -49%
Q1WB
259
Quest 10 Wealth Builders
Virginia
$82.8K -$366 -6 -0.4%
TLCM
260
Twin Lakes Capital Management
California
$80.1K
LIA
261
Luken Investment Analytics
Tennessee
$78.9K
RIA
262
Realta Investment Advisors
Delaware
$72.8K
DJSG
263
D.J. St. Germain
Massachusetts
$56.2K +$55.3K +907 New
William Blair & Company
264
William Blair & Company
Illinois
$53K -$64.4K -1,057 -55%
BFS
265
Burkett Financial Services
South Carolina
$51.1K +$50.3K +825 New
TC
266
Truvestments Capital
Florida
$48.3K +$122 +2 +0.3%
TIM
267
Tortoise Investment Management
New York
$48K
EWM
268
Evolution Wealth Management
Florida
$46.4K
SPF
269
South Plains Financial
Texas
$46K
ADL
270
Asset Dedication LLC
California
$42.8K +$42.2K +692 New
SAM
271
Smartleaf Asset Management
Massachusetts
$41.5K
CI
272
CX Institutional
Indiana
$38K +$61 +1 +0.2%
SIS
273
Sound Income Strategies
Florida
$31.8K
WSFS
274
Wilmington Savings Fund Society
Delaware
$31K
CBT
275
Crews Bank & Trust
Florida
$28K

FV Hedge Fund Activity: Q3 2025 in Review

313 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q3 2025, worth a combined $2.43B — up 1.8% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FV positions and 15 closed out — a net gain of 7 holders — while 93 added to existing stakes and 124 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $6.07M. The largest seller was Commonwealth Equity Services, cutting an estimated $22.9M.

  • 313 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $2.43B of First Trust Dorsey Wright Focus 5 ETF stock for Q3 2025, up 1.8% quarter-over-quarter.
  • 22 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q3 2025 and 15 closed out, a net change of +7 holders.
  • The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q3 2025 was Osaic Holdings, an estimated $6.07M added.
  • The largest First Trust Dorsey Wright Focus 5 ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2025.