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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
PBF
101
Petix & Botte Financial
California
$1.8M +$154K +2,767 +10%
PAG
102
Private Advisory Group
Washington
$1.73M +$113K +2,027 +7%
SMC
103
Smith, Moore & Co
Missouri
$1.72M -$114K -2,051 -7%
WIA
104
World Investment Advisors
California
$1.7M -$22K -395 -1%
AWM
105
Axxcess Wealth Management
California
$1.65M +$601K +10,792 +63%
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$1.64M -$179K -3,223 -10%
Goldman Sachs
107
Goldman Sachs
New York
$1.62M +$1.52M +27,259 New
AI
108
Atria Investments
North Carolina
$1.58M +$307K +5,515 +26%
HI
109
Harbour Investments
Wisconsin
$1.56M -$15.5K -278 -1%
US Bancorp
110
US Bancorp
Minnesota
$1.5M +$131K +2,349 +10%
CFD
111
Creative Financial Designs
Indiana
$1.47M -$10.6K -190 -0.8%
P
112
&Partners
Tennessee
$1.46M -$94.8K -1,702 -6%
CA
113
CoreCap Advisors
Michigan
$1.4M -$48.7K -875 -4%
HH
114
Hilltop Holdings
Texas
$1.4M -$20.5K -369 -2%
GWP
115
Gateway Wealth Partners
Wisconsin
$1.4M -$10.1K -182 -0.8%
CRI
116
Colonial River Investments
Virginia
$1.4M +$406K +7,291 +46%
AWS
117
Atria Wealth Solutions
New York
$1.39M -$288K -5,171 -18%
KWM
118
Kiker Wealth Management
Georgia
$1.37M +$260K +4,677 +25%
OC
119
Oppenheimer & Co
New York
$1.36M -$20.7K -372 -2%
WWA
120
WCG Wealth Advisors
Nevada
$1.36M +$18.3K +328 +1%
TWM
121
Trueblood Wealth Management
Ohio
$1.35M +$115K +2,069 +10%
SOS
122
Silver Oak Securities
Tennessee
$1.33M -$56 -1 -0%
NB
123
NBT Bank
New York
$1.33M -$63.9K -1,148 -5%
ATC
124
Argent Trust Co
Tennessee
$1.31M -$16.7K -300 -1%
DC
125
Davenport & Co
Virginia
$1.3M -$3.06K -55 -0.2%

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.