FV icon

First Trust Dorsey Wright Focus 5 ETF
FV

Overview Fund Activity

307 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 25 funds opening new positions, 102 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.11%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
25
Increased
102
Reduced
123
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.4M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.24M
3
MMA
Miracle Mile Advisors
California
+$4.43M
4
PCA
Prosperity Capital Advisors
Ohio
+$4.3M
5
GIA
Gladstone Institutional Advisory
Florida
+$4.13M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
-$16.5M
2
Raymond James Financial
Raymond James Financial
Florida
-$13.6M
3
Wells Fargo
Wells Fargo
California
-$10.3M
4
Bank of America
Bank of America
North Carolina
-$9.55M
5
SPC
Sigma Planning Corp
Michigan
-$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
51
Valmark Advisers
Ohio
$5.64M +$46.6K +786 +0.8%
AP
52
Atwood & Palmer
Missouri
$5.59M -$46.2K -780 -0.8%
GLA
53
Good Life Advisors
Pennsylvania
$5.02M -$681K -11,489 -12%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$4.96M +$560K +9,496 +13%
KAS
55
Kestra Advisory Services
Texas
$4.75M +$631K +10,644 +15%
AWM
56
Apollon Wealth Management
South Carolina
$4.62M -$27.3K -460 -0.6%
MMA
57
Miracle Mile Advisors
California
$4.43M +$4.43M +74,789 New
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$4.43M -$913K -15,403 -17%
PCA
59
Prosperity Capital Advisors
Ohio
$4.3M +$4.3M +72,642 New
Comerica Bank
60
Comerica Bank
Texas
$4.26M -$184K -3,102 -4%
GIA
61
Gladstone Institutional Advisory
Florida
$4.13M +$4.13M +69,769 New
BTWM
62
Brass Tax Wealth Management
Ohio
$4M -$49.8K -841 -1%
Creative Planning
63
Creative Planning
Kansas
$3.9M -$866K -14,611 -18%
CA
64
Claro Advisors
Massachusetts
$3.82M -$710K -11,973 -16%
SAM
65
Secure Asset Management
Michigan
$3.68M -$1.07K -18 -0%
MWM
66
Meridian Wealth Management
Kentucky
$3.61M -$4.39K -74 -0.1%
GRP
67
Global Retirement Partners
California
$3.49M +$3.49M +58,884 New
AQR Capital Management
68
AQR Capital Management
Connecticut
$3.22M +$488K +8,238 +18%
DWP
69
Daymark Wealth Partners
Ohio
$3.22M -$4.59M -77,495 -59%
SP
70
Stablepoint Partners
Massachusetts
$3.18M +$11.7K +197 +0.4%
MWA
71
Muirfield Wealth Advisors
North Carolina
$3.06M +$134K +2,254 +5%
MQWP
72
Morey & Quinn Wealth Partners
Nebraska
$3.06M -$54.2K -914 -2%
MA
73
Mutual Advisors
Nebraska
$2.95M +$350K +5,701 +13%
CCP
74
Cushing Capital Partners
Wisconsin
$2.93M +$215K +3,628 +8%
SPC
75
Sigma Planning Corp
Michigan
$2.67M -$6.07M -102,501 -69%
1 2
3
4 5