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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
CCP
76
Cushing Capital Partners
Wisconsin
$2.93M +$202K +3,628 +8%
SPC
77
Sigma Planning Corp
Michigan
$2.67M -$5.71M -102,501 -69%
IFG
78
Independent Financial Group
California
$2.63M +$266K +4,774 +12%
AWA
79
Arkadios Wealth Advisors
Georgia
$2.61M +$33.7K +605 +1%
EH
80
Equitable Holdings
New York
$2.61M +$526K +9,441 +27%
FHC
81
First Heartland Consultants
Missouri
$2.55M -$927K -16,652 -28%
VA
82
VestGen Advisors
Illinois
$2.54M +$6.01K +108 +0.3%
IA
83
IFG Advisory
Georgia
$2.47M +$47K +844 +2%
GSWM
84
Golden State Wealth Management
California
$2.43M -$137K -2,460 -6%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$2.41M -$1.65M -29,720 -42%
LCM
86
Lunt Capital Management
Utah
$2.4M +$13.5K +242 +0.6%
RIS
87
Richmond Investment Services
Wisconsin
$2.32M +$653K +11,736 +43%
KPWS
88
Kestra Private Wealth Services
Texas
$2.31M -$182K -3,278 -8%
Mariner
89
Mariner
Kansas
$2.29M +$134K +2,400 +7%
APWA
90
Atlas Private Wealth Advisors
New Jersey
$2.28M -$344K -6,186 -14%
MIM
91
Marshall Investment Management
Colorado
$2.21M -$1.02M -18,326 -33%
CCA
92
Cottonwood Capital Advisors
Utah
$2.2M -$18K -324 -0.9%
PS
93
Principal Securities
Iowa
$2.1M +$208K +3,729 +12%
RGF
94
Retirement Guys Formula
Ohio
$2.07M +$83K +1,490 +4%
AWM
95
Accel Wealth Management
Iowa
$2.04M -$141K -2,534 -7%
SCA
96
Snowden Capital Advisors
New York
$1.98M -$219K -3,936 -11%
GSIAS
97
Garden State Investment Advisory Services
New Jersey
$1.97M -$299K -5,373 -14%
WS
98
Wedbush Securities
California
$1.93M -$299K -5,370 -14%
WW
99
Waterfront Wealth
Kansas
$1.86M +$28.1K +504 +2%
HIS
100
Harvest Investment Services
Illinois
$1.83M -$26.6K -477 -2%

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.