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First Trust Dorsey Wright Focus 5 ETF
FV

332 hedge funds and large institutions have $3.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 101 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 24

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

28% more capital invested

Capital invested by funds: $2.42B → $3.11B (+$690M)

7% more funds holding

Funds holding: 309 → 332 (+23)

1.2% more ownership

Funds ownership: 64.74% → 65.94% (+1.2%)

11% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 114

Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
4.37%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
54
Increased
101
Reduced
114
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
+$20.5M
2
LPL Financial
LPL Financial
California
+$16.6M
3
OP
ORG Partners
Indiana
+$7.51M
4
EP
Essential Planning
New Hampshire
+$5.84M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.6M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$28.4M
2
Morgan Stanley
Morgan Stanley
New York
-$13.3M
3
UBS Group
UBS Group
Switzerland
-$10.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.01M
5
MML Investors Services
MML Investors Services
Massachusetts
-$4.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
276
Guardian Wealth Advisors (North Carolina)
North Carolina
$103K – – –
WWMSC
277
Wagner Wealth Management (South Carolina)
South Carolina
$92.4K +$60 +1 +0.1%
CMA
278
Cedar Mountain Advisors
Oregon
$89.7K +$60 +1 +0.1%
AA
279
AlphaMark Advisors
Kentucky
$89K – – –
ZB
280
Zions Bancorporation
Utah
$88.6K – – –
MIM
281
MTM Investment Management
South Carolina
$88K -$3K -50 -3%
CCMI
282
Creative Capital Management Investments
California
$85.2K -$10.2K -171 -11%
MCM
283
MAI Capital Management
Ohio
$77.6K +$78.7K +1,314 New
AA
284
Ancora Advisors
Ohio
$76.8K +$5.99K +100 +8%
TLCM
285
Twin Lakes Capital Management
California
$76.4K – – –
LIA
286
Luken Investment Analytics
Tennessee
$75.3K – – –
GFPC
287
Global Financial Private Client
Florida
$73.5K -$15K -251 -17%
TSMHT
288
Thurston Springer Miller Herd & Titak
Indiana
$72.9K – – –
RIA
289
Realta Investment Advisors
Delaware
$70.2K -$105K -1,754 -60%
WI
290
Wintrust Investments
Illinois
$66K +$479 +8 +0.7%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$55.6K – – –
SAM
292
Synergy Asset Management
Washington
$50.3K +$51.8K +864 New
LWANC
293
Laurel Wealth Advisors (North Carolina)
North Carolina
$50.2K – – –
TC
294
Truvestments Capital
Florida
$45.9K – – –
TIM
295
Tortoise Investment Management
New York
$45.8K – – –
SPF
296
South Plains Financial
Texas
$43.9K +$44.5K +743 New
Q1WB
297
Quest 10 Wealth Builders
Virginia
$43.8K +$44.4K +741 New
OA
298
Operose Advisors
Wisconsin
$43.4K – – –
SAM
299
Smartleaf Asset Management
Massachusetts
$39.7K – – –
QCG
300
Quadrant Capital Group
Ohio
$34.3K – – –
10 11
12
13 14

FV Hedge Fund Activity: Q4 2024 in Review

332 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q4 2024, worth a combined $3.11B — up 28% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FV positions and 24 closed out — a net gain of 30 holders — while 101 added to existing stakes and 114 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $20.5M. The largest seller was International Assets Investment Management, cutting an estimated $28.4M.

  • 332 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q4 2024, up from 309 in Q3 2024.
  • Funds reported $3.11B of First Trust Dorsey Wright Focus 5 ETF stock for Q4 2024, up 28% quarter-over-quarter.
  • 54 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q4 2024 and 24 closed out, a net change of +30 holders.
  • The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $20.5M added.
  • The largest First Trust Dorsey Wright Focus 5 ETF seller in Q4 2024 was International Assets Investment Management, an estimated $28.4M sold.

Based on aggregated 13F filings for Q4 2024.