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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
SWP
301
Strategic Wealth Partners
Ohio
$6.63K
FFWM
302
Future Financial Wealth Management
Ohio
$6.19K
EWA
303
EverSource Wealth Advisors
Alabama
$5.57K
ETC
304
Exchange Traded Concepts
Oklahoma
$5.08K -$183K -3,001 -97%
NC
305
North Capital
Utah
$4.77K +$61 +1 +1%
WBC
306
West Branch Capital
Massachusetts
$3.96K +$3.9K +64 New
FCT
307
First Community Trust
Iowa
$3.03K
PA
308
Parallel Advisors
California
$2.54K
CFS
309
Compass Financial Services
Iowa
$2.22K
BWM
310
Bernard Wealth Management
Michigan
$1.56K
PIS
311
POM Investment Strategies
North Carolina
$929 -$61 -1 -6%
RFP
312
Root Financial Partners
California
$619 +$609 +10 New
TRCT
313
Tower Research Capital (TRC)
New York
$310 -$244 -4 -44%
LWMI
314
Legacy Wealth Management (Idaho)
Idaho
$124
SOS
315
Silver Oak Securities
Tennessee
-$1.33M -22,474 Closed
FAIM
316
Financial Advocates Investment Management
Washington
-$1.13M -19,100 Closed
LMKC
317
L.M. Kohn & Company
Ohio
-$828K -13,971 Closed
KFGK
318
Keystone Financial Group (Kentucky)
Kentucky
-$824K -13,911 Closed
BPA
319
Beacon Pointe Advisors
California
-$697K -11,759 Closed
AAP
320
Arax Advisory Partners
Colorado
-$607K -10,247 Closed
SIG
321
Sargent Investment Group
Maryland
-$519K -8,570 Closed
Ameriprise
322
Ameriprise
Minnesota
-$283K -4,767 Closed
EA
323
Ergawealth Advisors
Illinois
-$223K -3,759 Closed
FTUS
324
Flow Traders U.S.
New York
-$219K -3,692 Closed
GWANC
325
Guardian Wealth Advisors (North Carolina)
North Carolina
-$104K -1,747 Closed

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.