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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
SPIA
26
Steward Partners Investment Advisory
New York
$15.2M -$652K -10,700 -4%
SG
27
Strid Group
Pennsylvania
$14.2M +$109K +1,789 +0.8%
PAG
28
Private Advisor Group
New Jersey
$13.9M -$256K -4,198 -2%
FFC
29
Frederick Financial Consultants
Maryland
$11.8M +$483K +7,922 +4%
CWM
30
Concentrum Wealth Management
California
$10.6M +$313K +5,143 +3%
RIA
31
Regal Investment Advisors
Michigan
$10.3M +$3.72K +61 +0%
IWC
32
Integrated Wealth Concepts
Massachusetts
$10.3M -$1.83M -30,072 -15%
SWP
33
Stratos Wealth Partners
Ohio
$9.55M -$122K -2,004 -1%
HighTower Advisors
34
HighTower Advisors
Illinois
$9.05M -$54K -887 -0.6%
ATPW
35
Ashton Thomas Private Wealth
Arizona
$8.84M -$1.1M -17,972 -11%
HA
36
HFG Advisors
Ohio
$8.73M -$99.3K -1,629 -1%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$8.61M +$557K +9,135 +7%
SFI
38
SPC Financial Inc
Maryland
$8.57M +$303K +4,973 +4%
MOS
39
MGO One Seven
Ohio
$8.04M -$1.81M -29,692 -19%
PI
40
PFG Investments
New York
$7.79M +$62.5K +1,025 +0.8%
MML Investors Services
41
MML Investors Services
Massachusetts
$7.49M +$296K +4,852 +4%
Citigroup
42
Citigroup
New York
$7.18M -$36.6K -600 -0.5%
OP
43
ORG Partners
Indiana
$7.06M -$1.37M -22,561 -16%
FC
44
Fusion Capital
South Carolina
$6.94M +$28K +459 +0.4%
SW
45
SkyOak Wealth
Michigan
$6.72M -$224K -3,675 -3%
GWP
46
Gateway Wealth Partners
Wisconsin
$6.71M +$5.17M +84,850 +360%
AWM
47
Affinity Wealth Management
Delaware
$6.68M -$945K -15,504 -13%
Truist Financial
48
Truist Financial
North Carolina
$6.5M -$30.8K -506 -0.5%
IA
49
IFP Advisors
Florida
$6.24M +$109K +1,790 +2%
VA
50
Valmark Advisers
Ohio
$6.01M +$114K +1,863 +2%

FV Hedge Fund Activity: Q3 2025 in Review

313 of the 7,619 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.