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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

307 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 102 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.11%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
25
Increased
102
Reduced
123
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.4M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.24M
3
MMA
Miracle Mile Advisors
California
+$4.43M
4
PCA
Prosperity Capital Advisors
Ohio
+$4.3M
5
GIA
Gladstone Institutional Advisory
Florida
+$4.13M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
-$16.5M
2
Raymond James Financial
Raymond James Financial
Florida
-$13.6M
3
Wells Fargo
Wells Fargo
California
-$10.3M
4
Bank of America
Bank of America
North Carolina
-$9.55M
5
SPC
Sigma Planning Corp
Michigan
-$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
101
World Investment Advisors
California
$1.7M -$23.4K -395 -1%
AWM
102
Axxcess Wealth Management
California
$1.65M +$640K +10,792 +63%
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$1.64M -$191K -3,223 -10%
Goldman Sachs
104
Goldman Sachs
New York
$1.62M +$1.62M +27,259 New
AI
105
Atria Investments
North Carolina
$1.58M +$327K +5,515 +26%
HI
106
Harbour Investments
Wisconsin
$1.56M -$16.5K -278 -1%
US Bancorp
107
US Bancorp
Minnesota
$1.5M +$139K +2,349 +10%
CFD
108
Creative Financial Designs
Indiana
$1.47M -$11.3K -190 -0.8%
P
109
&Partners
Tennessee
$1.46M -$101K -1,702 -6%
CA
110
CoreCap Advisors
Michigan
$1.4M -$51.9K -875 -4%
HH
111
Hilltop Holdings
Texas
$1.4M -$21.9K -369 -2%
GWP
112
Gateway Wealth Partners
Wisconsin
$1.4M -$10.8K -182 -0.8%
CRI
113
Colonial River Investments
Virginia
$1.4M +$438K +7,291 +46%
AWS
114
Atria Wealth Solutions
New York
$1.39M -$307K -5,171 -18%
KWM
115
Kiker Wealth Management
Georgia
$1.37M +$277K +4,677 +25%
OC
116
Oppenheimer & Co
New York
$1.36M -$22K -372 -2%
WWA
117
WCG Wealth Advisors
Nevada
$1.36M +$19.4K +328 +1%
TWM
118
Trueblood Wealth Management
Ohio
$1.35M +$123K +2,069 +10%
SOS
119
Silver Oak Securities
Tennessee
$1.33M -$59 -1 -0%
NB
120
NBT Bank
New York
$1.33M -$68K -1,148 -5%
ATC
121
Argent Trust Co
Tennessee
$1.31M -$17.8K -300 -1%
DC
122
Davenport & Co
Virginia
$1.3M -$3.26K -55 -0.2%
WWM
123
Western Wealth Management
Colorado
$1.27M -$26.4K -446 -2%
ASN
124
Advisory Services Network
Georgia
$1.27M -$12.6K -207 -1%
CCMG
125
Clark Capital Management Group
Pennsylvania
$1.26M -$168K -2,830 -12%
3 4
5
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