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First Trust Dorsey Wright Focus 5 ETF

331 hedge funds and large institutions have $2.37B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 127 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

6% more funds holding

Funds holding: 313331 (+18)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.08% less ownership

Funds ownership: 65.57%65.49% (-0.08%)

3% less capital invested

Capital invested by funds: $2.43B → $2.37B (-$69.6M)

25% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 127

Holders
331
Holders Change
+18
Holders Change %
+5.75%
% of All Funds
4.03%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
40
Increased
95
Reduced
127
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Axxcess Wealth Management
California
$1.97M +$36.3K +586 +2%
Mariner
102
Mariner
Kansas
$1.95M -$23.4K -377 -1%
WWMP
103
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.9M +$1.87M +30,134 New
AWM
104
Accel Wealth Management
Iowa
$1.81M -$3.96K -64 -0.2%
SMC
105
Smith, Moore & Co
Missouri
$1.79M -$4.03K -65 -0.2%
CRI
106
Colonial River Investments
Virginia
$1.75M +$132K +2,127 +8%
GSIAS
107
Garden State Investment Advisory Services
New Jersey
$1.73M -$110K -1,784 -6%
WIA
108
World Investment Advisors
California
$1.67M +$226K +3,641 +16%
AI
109
Atria Investments
North Carolina
$1.61M -$34.9K -564 -2%
TWM
110
Trueblood Wealth Management
Ohio
$1.57M +$87.1K +1,406 +6%
OC
111
Oppenheimer & Co
New York
$1.56M +$142K +2,292 +10%
HI
112
Harbour Investments
Wisconsin
$1.52M -$84.5K -1,365 -5%
CA
113
CoreCap Advisors
Michigan
$1.4M -$43K -695 -3%
CFD
114
Creative Financial Designs
Indiana
$1.38M -$78.7K -1,270 -5%
FTEA
115
Forty-three Eighteen Advisors
Arkansas
$1.38M +$1.36M +21,957 New
OIA
116
OneDigital Investment Advisors
Kansas
$1.38M +$193K +3,111 +17%
SAI
117
Savvy Advisors Inc
New York
$1.37M +$898K +14,494 +201%
ATC
118
Argent Trust Co
Tennessee
$1.36M -$24.8K -400 -2%
CCMG
119
Clark Capital Management Group
Pennsylvania
$1.36M +$18.9K +305 +1%
HH
120
Hilltop Holdings
Texas
$1.34M -$152K -2,446 -10%
WWM
121
Western Wealth Management
Colorado
$1.34M -$6.19K -100 -0.5%
Jane Street
122
Jane Street
New York
$1.33M +$422K +6,813 +48%
NB
123
NBT Bank
New York
$1.28M +$124 +2 +2%
DC
124
Davenport & Co
Virginia
$1.26M -$138K -2,227 -10%
OFG
125
Oxford Financial Group
Indiana
$1.24M