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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

304 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 122 reducing their positions, and 22 closing their positions.

Holders
304
Holders Change
-4
Holders Change %
-1.3%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
24
Increased
101
Reduced
122
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$70.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.7M
3
MMA
3
Miracle Mile Advisors
California
$4.43M
4
PCA
4
Prosperity Capital Advisors
Ohio
$4.3M
5
GIA
5
Gladstone Institutional Advisory
Florida
$4.13M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$50M
2
Raymond James Financial
2
Raymond James Financial
Florida
$140M
3
Wells Fargo
3
Wells Fargo
California
$233M
4
Bank of America
4
Bank of America
North Carolina
$81.9M
5
SPC
5
Sigma Planning Corp
Michigan
$2.67M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
51
Valmark Advisers
Ohio
$5.64M 95,203 +786 +0.8%
AP
52
Atwood & Palmer
Missouri
$5.59M 94,269 -780 -0.8%
GLA
53
Good Life Advisors
Pennsylvania
$5.02M 84,713 -11,489 -12%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$4.96M 84,118 +9,496 +13%
KAS
55
Kestra Advisory Services
Texas
$4.75M 80,084 +10,644 +15%
AWM
56
Apollon Wealth Management
South Carolina
$4.62M 77,991 -460 -0.6%
MMA
57
Miracle Mile Advisors
California
$4.43M 74,789 +74,789 New
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$4.43M 74,778 -15,403 -17%
PCA
59
Prosperity Capital Advisors
Ohio
$4.3M 72,642 +72,642 New
Comerica Bank
60
Comerica Bank
Texas
$4.26M 71,846 -3,102 -4%
GIA
61
Gladstone Institutional Advisory
Florida
$4.13M 69,769 +69,769 New
BTWM
62
Brass Tax Wealth Management
Ohio
$4M 67,462 -841 -1%
Creative Planning
63
Creative Planning
Kansas
$3.9M 65,858 -14,611 -18%
CA
64
Claro Advisors
Massachusetts
$3.82M 64,511 -11,973 -16%
SAM
65
Secure Asset Management
Michigan
$3.68M 62,152 -18 -0%
MWM
66
Meridian Wealth Management
Kentucky
$3.61M 60,956 -74 -0.1%
GRP
67
Global Retirement Partners
California
$3.49M 58,884 +58,884 New
AQR Capital Management
68
AQR Capital Management
Connecticut
$3.22M 54,281 +8,238 +18%
DWP
69
Daymark Wealth Partners
Ohio
$3.22M 54,270 -77,495 -59%
SP
70
Stablepoint Partners
Massachusetts
$3.18M 53,642 +197 +0.4%
MWA
71
Muirfield Wealth Advisors
North Carolina
$3.06M 51,598 +2,254 +5%
MQWP
72
Morey & Quinn Wealth Partners
Nebraska
$3.06M 51,578 -914 -2%
MA
73
Mutual Advisors
Nebraska
$2.95M 48,061 +5,701 +13%
CCP
74
Cushing Capital Partners
Wisconsin
$2.93M 49,424 +3,628 +8%
SPC
75
Sigma Planning Corp
Michigan
$2.67M 45,104 -102,501 -69%
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