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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
MWA
76
Muirfield Wealth Advisors
North Carolina
$3.19M -$2.92K -48 -0.1%
CCP
77
Cushing Capital Partners
Wisconsin
$3.06M -$4.51K -74 -0.1%
Goldman Sachs
78
Goldman Sachs
New York
$3.02M +$1.31M +21,541 +79%
SAM
79
Secure Asset Management
Michigan
$2.96M -$868K -14,245 -23%
EH
80
Equitable Holdings
New York
$2.86M +$133K +2,181 +5%
IFG
81
Independent Financial Group
California
$2.77M +$27.5K +451 +1%
VA
82
VestGen Advisors
Illinois
$2.72M +$59.4K +975 +2%
AWA
83
Arkadios Wealth Advisors
Georgia
$2.68M -$49.9K -819 -2%
FHC
84
First Heartland Consultants
Missouri
$2.67M -$61 -1 -0%
IA
85
IFG Advisory
Georgia
$2.46M -$125K -2,048 -5%
LCM
86
Lunt Capital Management
Utah
$2.45M -$54.3K -891 -2%
GSWM
87
Golden State Wealth Management
California
$2.44M -$98K -1,608 -4%
KPWS
88
Kestra Private Wealth Services
Texas
$2.35M -$60.7K -997 -3%
CCA
89
Cottonwood Capital Advisors
Utah
$2.31M +$6.34K +104 +0.3%
PBF
90
Petix & Botte Financial
California
$2.26M +$378K +6,196 +20%
RIS
91
Richmond Investment Services
Wisconsin
$2.21M -$215K -3,529 -9%
RGF
92
Retirement Guys Formula
Ohio
$2.13M -$35.1K -576 -2%
SPC
93
Sigma Planning Corp
Michigan
$2.08M -$701K -11,501 -25%
SCA
94
Snowden Capital Advisors
New York
$2.07M +$1.52K +25 +0.1%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$2.04M +$321K +5,263 +19%
WS
96
Wedbush Securities
California
$1.98M -$36.6K -600 -2%
WW
97
Waterfront Wealth
Kansas
$1.96M +$14.5K +238 +0.8%
Mariner
98
Mariner
Kansas
$1.94M -$446K -7,323 -19%
AWM
99
Axxcess Wealth Management
California
$1.9M +$175K +2,879 +10%
HIS
100
Harvest Investment Services
Illinois
$1.9M -$8.71K -143 -0.5%

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.