We are live on ! Find out more
FV icon

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
GSIAS
101
Garden State Investment Advisory Services
New Jersey
$1.81M -$245K -4,029 -12%
AWM
102
Accel Wealth Management
Iowa
$1.79M -$337K -5,527 -16%
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$1.77M +$452K +7,419 +35%
SMC
104
Smith, Moore & Co
Missouri
$1.77M -$26.4K -433 -1%
Citadel Advisors
105
Citadel Advisors
Florida
$1.74M +$1.71M +28,055 New
US Bancorp
106
US Bancorp
Minnesota
$1.73M +$166K +2,727 +11%
AI
107
Atria Investments
North Carolina
$1.62M -$36.4K -597 -2%
CRI
108
Colonial River Investments
Virginia
$1.59M +$147K +2,411 +10%
HI
109
Harbour Investments
Wisconsin
$1.58M -$44.2K -726 -3%
AAS
110
Ameritas Advisory Services
Nebraska
$1.48M +$683K +11,213 +88%
HH
111
Hilltop Holdings
Texas
$1.47M +$9.14K +150 +0.6%
TWM
112
Trueblood Wealth Management
Ohio
$1.45M +$44.2K +726 +3%
CFD
113
Creative Financial Designs
Indiana
$1.44M -$95.5K -1,567 -6%
CA
114
CoreCap Advisors
Michigan
$1.42M -$43K -705 -3%
WIA
115
World Investment Advisors
California
$1.42M -$352K -5,774 -20%
WWA
116
WCG Wealth Advisors
Nevada
$1.42M +$2.92K +48 +0.2%
KWM
117
Kiker Wealth Management
Georgia
$1.39M -$33.6K -552 -2%
OC
118
Oppenheimer & Co
New York
$1.39M -$33.5K -549 -2%
DC
119
Davenport & Co
Virginia
$1.38M +$18.3K +300 +1%
ATC
120
Argent Trust Co
Tennessee
$1.37M
WWM
121
Western Wealth Management
Colorado
$1.33M +$183 +3 +0%
CCMG
122
Clark Capital Management Group
Pennsylvania
$1.32M
NB
123
NBT Bank
New York
$1.28M -$1.36M -22,261 -99%
ASN
124
Advisory Services Network
Georgia
$1.23M -$59K -969 -5%
OFG
125
Oxford Financial Group
Indiana
$1.22M

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.