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First Trust Dorsey Wright Focus 5 ETF

313 hedge funds and large institutions have $2.43B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $2.39B → $2.43B (+$43.9M)

0.24% more ownership

Funds ownership: 65.33%65.57% (+0.24%)

0% more funds holding

Funds holding: 313313 (0)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

25% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 124

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
4.11%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
22
Increased
93
Reduced
124
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Farther Finance Advisors
California
$5.98M -$1.82M -29,885 -24%
AP
52
Atwood & Palmer
Missouri
$5.79M -$42.3K -695 -0.7%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$5.59M -$1.46M -23,972 -21%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$5.53M +$331K +5,434 +6%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$5.21M +$2.64M +43,382 +106%
DWP
56
Daymark Wealth Partners
Ohio
$5.19M +$1.8M +29,555 +54%
Comerica Bank
57
Comerica Bank
Texas
$4.57M +$116K +1,898 +3%
AWM
58
Apollon Wealth Management
South Carolina
$4.46M -$361K -5,917 -8%
SA
59
Sanctuary Advisors
Indiana
$4.37M -$75.6K -1,240 -2%
P
60
&Partners
Tennessee
$4.36M +$2.79M +45,807 +186%
BTWM
61
Brass Tax Wealth Management
Ohio
$4.16M -$15K -246 -0.4%
Creative Planning
62
Creative Planning
Kansas
$4.16M +$76.8K +1,260 +2%
GIA
63
Gladstone Institutional Advisory
Florida
$4.14M -$173K -2,841 -4%
CA
64
Claro Advisors
Massachusetts
$4M +$2.74K +45 +0.1%
TS
65
TradeWell Securities
Indiana
$3.97M -$210K -3,446 -5%
KAS
66
Kestra Advisory Services
Texas
$3.9M -$1.04M -17,112 -21%
JP Morgan Chase
67
JP Morgan Chase
New York
$3.89M -$726K -11,919 -16%
MWM
68
Meridian Wealth Management
Kentucky
$3.77M
GRP
69
Global Retirement Partners
California
$3.67M +$24.2K +397 +0.7%
MMA
70
Miracle Mile Advisors
California
$3.64M -$979K -16,075 -21%
AQR Capital Management
71
AQR Capital Management
Connecticut
$3.54M +$173K +2,842 +5%
SP
72
Stablepoint Partners
Massachusetts
$3.29M -$31.6K -519 -1%
MIM
73
Marshall Investment Management
Colorado
$3.27M +$945K +15,507 +42%
MQWP
74
Morey & Quinn Wealth Partners
Nebraska
$3.25M +$54.2K +889 +2%
MA
75
Mutual Advisors
Nebraska
$3.25M +$262K +4,300 +9%

FV Hedge Fund Activity: Q3 2025 in Review

313 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q3 2025, worth a combined $2.43B — up 1.8% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FV positions and 15 closed out — a net gain of 7 holders — while 93 added to existing stakes and 124 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $6.07M. The largest seller was Commonwealth Equity Services, cutting an estimated $22.9M.

  • 313 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $2.43B of First Trust Dorsey Wright Focus 5 ETF stock for Q3 2025, up 1.8% quarter-over-quarter.
  • 22 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q3 2025 and 15 closed out, a net change of +7 holders.
  • The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q3 2025 was Osaic Holdings, an estimated $6.07M added.
  • The largest First Trust Dorsey Wright Focus 5 ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2025.