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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
CAL
301
Capital Analysts LLC
Pennsylvania
$10K
SWP
302
Strategic Wealth Partners
Ohio
$6.34K +$5.96K +107 New
FFWM
303
Future Financial Wealth Management
Ohio
$5.93K -$2.78K -50 -33%
EWA
304
EverSource Wealth Advisors
Alabama
$5.33K
NC
305
North Capital
Utah
$4.5K
FCT
306
First Community Trust
Iowa
$2.9K
PA
307
Parallel Advisors
California
$2.43K
CFS
308
Compass Financial Services
Iowa
$2.12K
BWM
309
Bernard Wealth Management
Michigan
$1.49K
HNB
310
Huntington National Bank
Ohio
$1.24K
PIS
311
POM Investment Strategies
North Carolina
$937
TRCT
312
Tower Research Capital (TRC)
New York
$533 -$334 -6 -40%
LWMI
313
Legacy Wealth Management (Idaho)
Idaho
$119
LIS
314
Legacy Investment Solutions
Idaho
$119 +$111 +2 New
TA
315
TKG Advisors
Indiana
-$3.53M -64,306 Closed
GSC
316
G&S Capital
Colorado
-$2.54M -46,325 Closed
Jane Street
317
Jane Street
New York
-$1.63M -29,687 Closed
Citadel Advisors
318
Citadel Advisors
Florida
-$1.56M -28,486 Closed
Renaissance Technologies
319
Renaissance Technologies
New York
-$1.12M -20,400 Closed
ODG
320
O'Dell Group
Ohio
-$976K -17,796 Closed
Natixis Advisors
321
Natixis Advisors
Massachusetts
-$716K -13,048 Closed
BF
322
BOK Financial
Oklahoma
-$706K -12,863 Closed
CCB
323
Cutter & Co Brokerage
Missouri
-$464K -8,461 Closed
CBB
324
Citizens Business Bank
California
-$455K -8,300 Closed
OCM
325
One Capital Management
California
-$439K -8,007 Closed

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.