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First Trust Dorsey Wright Focus 5 ETF

313 hedge funds and large institutions have $2.39B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more capital invested

Capital invested by funds: $2.26B → $2.39B (+$128M)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0.64% more ownership

Funds ownership: 64.69%65.33% (+0.64%)

0% more funds holding

Funds holding: 313313 (0)

18% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 127

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
4.12%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
25
Increased
104
Reduced
127
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
Valmark Advisers
Ohio
$5.64M +$43.8K +786 +0.8%
AP
52
Atwood & Palmer
Missouri
$5.59M -$43.4K -780 -0.8%
GLA
53
Good Life Advisors
Pennsylvania
$5.02M -$640K -11,489 -12%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$4.96M +$529K +9,496 +13%
KAS
55
Kestra Advisory Services
Texas
$4.75M +$593K +10,644 +15%
AWM
56
Apollon Wealth Management
South Carolina
$4.62M -$25.6K -460 -0.6%
MMA
57
Miracle Mile Advisors
California
$4.43M +$4.16M +74,789 New
JP Morgan Chase
58
JP Morgan Chase
New York
$4.43M -$858K -15,403 -17%
PCA
59
Prosperity Capital Advisors
Ohio
$4.3M +$4.04M +72,642 New
SA
60
Sanctuary Advisors
Indiana
$4.26M +$292K +5,246 +8%
Comerica Bank
61
Comerica Bank
Texas
$4.26M -$173K -3,102 -4%
GIA
62
Gladstone Institutional Advisory
Florida
$4.13M +$3.88M +69,769 New
TS
63
TradeWell Securities
Indiana
$4.01M -$1.01M -18,199 -21%
BTWM
64
Brass Tax Wealth Management
Ohio
$4M -$46.8K -841 -1%
Creative Planning
65
Creative Planning
Kansas
$3.9M -$813K -14,611 -18%
CA
66
Claro Advisors
Massachusetts
$3.82M -$667K -11,973 -16%
SAM
67
Secure Asset Management
Michigan
$3.68M -$1K -18 -0%
MWM
68
Meridian Wealth Management
Kentucky
$3.61M -$4.12K -74 -0.1%
GRP
69
Global Retirement Partners
California
$3.49M +$3.28M +58,884 New
AQR Capital Management
70
AQR Capital Management
Connecticut
$3.22M +$459K +8,238 +18%
DWP
71
Daymark Wealth Partners
Ohio
$3.22M -$4.31M -77,495 -59%
SP
72
Stablepoint Partners
Massachusetts
$3.18M +$11K +197 +0.4%
MWA
73
Muirfield Wealth Advisors
North Carolina
$3.06M +$125K +2,254 +5%
MQWP
74
Morey & Quinn Wealth Partners
Nebraska
$3.06M -$50.9K -914 -2%
MA
75
Mutual Advisors
Nebraska
$2.95M +$317K +5,701 +13%

FV Hedge Fund Activity: Q2 2025 in Review

313 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q2 2025, worth a combined $2.39B — up 5.7% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FV positions and 24 closed out — a net gain of 1 holder — while 104 added to existing stakes and 127 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $9.75M. The largest seller was NewEdge Advisors, cutting an estimated $15.5M.

  • 313 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $2.39B of First Trust Dorsey Wright Focus 5 ETF stock for Q2 2025, up 5.7% quarter-over-quarter.
  • 25 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q2 2025 and 24 closed out, a net change of +1 holder.
  • The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $9.75M added.
  • The largest First Trust Dorsey Wright Focus 5 ETF seller in Q2 2025 was NewEdge Advisors, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2025.