We are live on ! Find out more
FV icon

First Trust Dorsey Wright Focus 5 ETF

331 hedge funds and large institutions have $2.37B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 127 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

6% more funds holding

Funds holding: 313331 (+18)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.08% less ownership

Funds ownership: 65.57%65.49% (-0.08%)

3% less capital invested

Capital invested by funds: $2.43B → $2.37B (-$69.6M)

25% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 127

Holders
331
Holders Change
+18
Holders Change %
+5.75%
% of All Funds
4.03%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
40
Increased
95
Reduced
127
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$15.7M +$46.4K +749 +0.3%
SPIA
27
Steward Partners Investment Advisory
New York
$15.3M -$82.3K -1,328 -0.5%
SG
28
Strid Group
Pennsylvania
$14.1M -$251K -4,059 -2%
FFC
29
Frederick Financial Consultants
Maryland
$12.3M +$318K +5,137 +3%
CWM
30
Concentrum Wealth Management
California
$11M +$211K +3,401 +2%
RIA
31
Regal Investment Advisors
Michigan
$10.7M +$180K +2,905 +2%
IWC
32
Integrated Wealth Concepts
Massachusetts
$9.97M -$456K -7,357 -4%
SWP
33
Stratos Wealth Partners
Ohio
$9.72M +$21.6K +348 +0.2%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$9.42M +$656K +10,590 +8%
HA
35
HFG Advisors
Ohio
$9.03M +$156K +2,513 +2%
AC
36
AlphaCore Capital
California
$8.98M +$8.84M +142,677 New
BEI
37
Benjamin Edwards Inc
Missouri
$8.94M +$7.65M +123,447 +663%
HighTower Advisors
38
HighTower Advisors
Illinois
$8.83M -$364K -5,871 -4%
ATPW
39
Ashton Thomas Private Wealth
Arizona
$8.6M -$383K -6,185 -4%
PI
40
PFG Investments
New York
$8.08M +$161K +2,599 +2%
MOS
41
MGO One Seven
Ohio
$8.05M -$118K -1,902 -1%
FC
42
Fusion Capital
South Carolina
$7.31M +$234K +3,773 +3%
AWM
43
Affinity Wealth Management
Delaware
$6.83M +$39.4K +636 +0.6%
GWP
44
Gateway Wealth Partners
Wisconsin
$6.78M -$42.9K -693 -0.6%
SW
45
SkyOak Wealth
Michigan
$6.76M -$68.7K -1,109 -1%
Citigroup
46
Citigroup
New York
$6.61M -$680K -10,981 -9%
VA
47
Valmark Advisers
Ohio
$6.33M +$221K +3,565 +4%
IA
48
IFP Advisors
Florida
$6.31M -$36.9K -595 -0.6%
Truist Financial
49
Truist Financial
North Carolina
$6.1M -$501K -8,082 -8%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$6.05M +$103K +1,658 +2%