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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
GWM
26
Geneos Wealth Management
Colorado
$14.6M -$4.51M -80,961 -25%
PAG
27
Private Advisor Group
New Jersey
$13.6M +$2.44M +43,781 +24%
SG
28
Strid Group
Pennsylvania
$13.4M -$71.7K -1,288 -0.6%
IWC
29
Integrated Wealth Concepts
Massachusetts
$11.6M +$795K +14,275 +8%
FFC
30
Frederick Financial Consultants
Maryland
$10.8M +$1.22M +21,953 +14%
RIA
31
Regal Investment Advisors
Michigan
$9.86M +$51.7K +928 +0.6%
CWM
32
Concentrum Wealth Management
California
$9.81M +$122K +2,200 +1%
ATPW
33
Ashton Thomas Private Wealth
Arizona
$9.53M -$231K -4,158 -3%
MOS
34
MGO One Seven
Ohio
$9.45M -$583K -10,471 -6%
SWP
35
Stratos Wealth Partners
Ohio
$9.26M -$161K -2,894 -2%
HighTower Advisors
36
HighTower Advisors
Illinois
$8.72M -$2.15M -38,614 -21%
HA
37
HFG Advisors
Ohio
$8.45M -$67.5K -1,213 -0.8%
OP
38
ORG Partners
Indiana
$8.34M -$1.38M -24,850 -15%
SFI
39
SPC Financial Inc
Maryland
$7.91M +$617K +11,078 +9%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$7.7M +$6.81M +122,238 +1,587%
FFA
41
Farther Finance Advisors
California
$7.5M -$370K -6,645 -5%
PI
42
PFG Investments
New York
$7.4M +$56.7K +1,018 +0.8%
AWM
43
Affinity Wealth Management
Delaware
$7.32M -$412K -7,406 -6%
Citigroup
44
Citigroup
New York
$6.91M -$149K -2,674 -2%
MML Investors Services
45
MML Investors Services
Massachusetts
$6.88M -$784K -14,083 -11%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$6.83M -$1.78K -32 -0%
SW
47
SkyOak Wealth
Michigan
$6.65M -$946 -17 -0%
FC
48
Fusion Capital
South Carolina
$6.64M +$191K +3,422 +3%
Truist Financial
49
Truist Financial
North Carolina
$6.25M -$99.7K -1,791 -2%
IA
50
IFP Advisors
Florida
$5.87M +$64.9K +1,166 +1%

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.