We are live on ! Find out more
FV icon

First Trust Dorsey Wright Focus 5 ETF

331 hedge funds and large institutions have $2.37B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 127 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

6% more funds holding

Funds holding: 313331 (+18)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.08% less ownership

Funds ownership: 65.57%65.49% (-0.08%)

3% less capital invested

Capital invested by funds: $2.43B → $2.37B (-$69.6M)

25% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 127

Holders
331
Holders Change
+18
Holders Change %
+5.75%
% of All Funds
4.03%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
40
Increased
95
Reduced
127
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
251
Caprock Group
Idaho
$203K +$200K +3,223 New
RFA
252
Register Financial Advisors
Georgia
$200K
OC
253
Oakworth Capital
Alabama
$189K
BlackRock
254
BlackRock
New York
$179K +$176K +2,841 New
CA
255
Clearstead Advisors
Ohio
$170K
HFS
256
Hantz Financial Services
Michigan
$167K -$1.49K -24 -0.9%
AAG
257
Armstrong Advisory Group
Massachusetts
$138K -$11.5K -186 -8%
RWM
258
Rialto Wealth Management
New York
$133K
PTC
259
Private Trust Company
Ohio
$133K -$3.47K -56 -3%
FWP
260
FAS Wealth Partners
Kansas
$128K +$310 +5 +0.2%
MWA
261
Medallion Wealth Advisors
Connecticut
$127K +$743 +12 +0.6%
MCM
262
MAI Capital Management
Ohio
$119K
SS
263
Sunbelt Securities
Texas
$108K +$62 +1 +0.1%
WWMSC
264
Wagner Wealth Management (South Carolina)
South Carolina
$99.1K +$186 +3 +0.2%
WP
265
WealthShield Partners
North Carolina
$97.9K -$1.67K -27 -2%
CMA
266
Cedar Mountain Advisors
Oregon
$96.2K +$186 +3 +0.2%
Corient Private Wealth
267
Corient Private Wealth
Florida
$94.9K +$4M +64,605 New
CCMI
268
Creative Capital Management Investments
California
$90.7K
MIM
269
MTM Investment Management
South Carolina
$88.4K -$3.41K -55 -4%
KFAS
270
Keating Financial Advisory Services
Kansas
$88.1K +$86.7K +1,400 New
Q1WB
271
Quest 10 Wealth Builders
Virginia
$83.9K -$310 -5 -0.4%
TLCM
272
Twin Lakes Capital Management
California
$81.4K
LIA
273
Luken Investment Analytics
Tennessee
$80.2K
TSMHT
274
Thurston Springer Miller Herd & Titak
Indiana
$77.5K +$76.3K +1,232 New
RIA
275
Realta Investment Advisors
Delaware
$74K