FV icon

First Trust Dorsey Wright Focus 5 ETF

307 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, 91 increasing their positions, 122 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

25% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 122

Holders
307
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$6.13M
2 +$5.98M
3 +$5.25M
4
Stifel Financial
Stifel Financial
Missouri
+$3.6M
5
LPL Financial
LPL Financial
California
+$3.03M

Top Sellers

1 -$230M
2 -$23.3M
3 -$15.2M
4
Morgan Stanley
Morgan Stanley
New York
-$13.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
76
Cushing Capital Partners
Wisconsin
$3.06M
Goldman Sachs
77
Goldman Sachs
New York
$3.02M
SAM
78
Secure Asset Management
Michigan
$2.96M
EH
79
Equitable Holdings
New York
$2.86M
VA
80
VestGen Advisors
Illinois
$2.72M
AWA
81
Arkadios Wealth Advisors
Georgia
$2.68M
FHC
82
First Heartland Consultants
Missouri
$2.67M
IA
83
IFG Advisory
Georgia
$2.46M
LCM
84
Lunt Capital Management
Utah
$2.45M
GSWM
85
Golden State Wealth Management
California
$2.44M
KPWS
86
Kestra Private Wealth Services
Texas
$2.35M
CCA
87
Cottonwood Capital Advisors
Utah
$2.31M
PBF
88
Petix & Botte Financial
California
$2.26M
RIS
89
Richmond Investment Services
Wisconsin
$2.21M
RGF
90
Retirement Guys Formula
Ohio
$2.13M
SPC
91
Sigma Planning Corp
Michigan
$2.08M
SCA
92
Snowden Capital Advisors
New York
$2.07M
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$2.04M
WS
94
Wedbush Securities
California
$1.98M
WW
95
Waterfront Wealth
Kansas
$1.96M
Mariner
96
Mariner
Kansas
$1.94M
AWM
97
Axxcess Wealth Management
California
$1.9M
HIS
98
Harvest Investment Services
Illinois
$1.9M
GSIAS
99
Garden State Investment Advisory Services
New Jersey
$1.81M
AWM
100
Accel Wealth Management
Iowa
$1.79M