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First Trust Dorsey Wright Focus 5 ETF

321 hedge funds and large institutions have $2.08B invested in First Trust Dorsey Wright Focus 5 ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.65% less ownership

Funds ownership: 65.49%63.84% (-1.7%)

3% less funds holding

Funds holding: 331321 (-10)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

12% less capital invested

Capital invested by funds: $2.37B → $2.08B (-$285M)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

37% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 138

Holders
321
Holders Change
-10
Holders Change %
-3.02%
% of All Funds
3.95%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
25
Increased
87
Reduced
138
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$14.6M -$154K -2,381 -1%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$14.5M -$1.79M -27,811 -10%
IAA
28
Independent Advisor Alliance
North Carolina
$13.9M +$14.8M +230,000 New
GWP
29
Gateway Wealth Partners
Wisconsin
$13M +$6.9M +106,877 +99%
FFC
30
Frederick Financial Consultants
Maryland
$12.3M +$505K +7,829 +4%
SG
31
Strid Group
Pennsylvania
$12M -$1.71M -26,535 -12%
CWM
32
Concentrum Wealth Management
California
$10.6M +$48.5K +751 +0.4%
RIA
33
Regal Investment Advisors
Michigan
$10.5M +$287K +4,441 +3%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$9.82M +$4.48M +69,429 +76%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$9.35M +$326K +5,054 +3%
SWP
36
Stratos Wealth Partners
Ohio
$9.22M -$134K -2,078 -1%
HA
37
HFG Advisors
Ohio
$8.68M +$13.3K +206 +0.1%
AC
38
AlphaCore Capital
California
$8.43M -$204K -3,166 -2%
HighTower Advisors
39
HighTower Advisors
Illinois
$8.26M -$237K -3,671 -3%
ATPW
40
Ashton Thomas Private Wealth
Arizona
$8.07M -$201K -3,122 -2%
MOS
41
MGO One Seven
Ohio
$7.67M -$63.2K -979 -0.8%
IWC
42
Integrated Wealth Concepts
Massachusetts
$7.49M -$2.23M -34,504 -22%
JP Morgan Chase
43
JP Morgan Chase
New York
$7.39M +$3.91M +60,569 +93%
FC
44
Fusion Capital
South Carolina
$7.28M +$273K +4,229 +4%
SW
45
SkyOak Wealth
Michigan
$6.51M +$19.2K +297 +0.3%
AWM
46
Affinity Wealth Management
Delaware
$6.26M -$325K -5,031 -5%
IA
47
IFP Advisors
Florida
$6.13M +$75.1K +1,164 +1%
Citigroup
48
Citigroup
New York
$6.12M -$245K -3,799 -4%
VA
49
Valmark Advisers
Ohio
$5.97M -$123K -1,906 -2%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$5.31M +$239K +3,697 +4%