We are live on ! Find out more
FV icon

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
WWM
126
Western Wealth Management
Colorado
$1.27M -$24.8K -446 -2%
ASN
127
Advisory Services Network
Georgia
$1.27M -$11.5K -207 -1%
CCMG
128
Clark Capital Management Group
Pennsylvania
$1.26M -$158K -2,830 -12%
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$1.25M +$166K +2,976 +16%
RA
130
RFG Advisory
Alabama
$1.2M -$139K -2,497 -11%
OFG
131
Oxford Financial Group
Indiana
$1.17M -$20.6K -370 -2%
AAS
132
Avantax Advisory Services
Texas
$1.17M +$16.9K +303 +2%
OIA
133
OneDigital Investment Advisors
Kansas
$1.16M -$48.2K -865 -4%
BA
134
Ballew Advisors
Mississippi
$1.15M +$24.5K +440 +2%
FAIM
135
Financial Advocates Investment Management
Washington
$1.13M -$170K -3,058 -14%
BEI
136
Benjamin Edwards Inc
Missouri
$1.12M +$9.85K +177 +0.9%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$1.09M +$47.8K +859 +5%
AF
138
Allworth Financial
California
$1.05M +$19.3K +347 +2%
FPL
139
Fortress Private Ledger
North Carolina
$1.05M
GAA
140
Global Assets Advisory
Florida
$1.03M +$538K +9,662 +126%
CIG
141
Cascade Investment Group
Colorado
$1.02M -$19.8K -355 -2%
SMA
142
Sage Mountain Advisors
Georgia
$1.01M
SF
143
Synovus Financial
Georgia
$1M -$45.4K -815 -5%
SG
144
StoneX Group
New York
$977K -$15.1K -272 -2%
SI
145
Stephens Inc
Arkansas
$951K +$56 +1 +0%
LFAS
146
Level Four Advisory Services
Texas
$929K +$23.7K +426 +3%
QCIG
147
Quad-Cities Investment Group
Iowa
$926K -$10.4K -187 -1%
AA
148
Advisory Alpha
Michigan
$923K -$21.4K -385 -2%
SEIA
149
Signature Estate & Investment Advisors
California
$911K +$114K +2,052 +15%
TFS
150
Thoroughbred Financial Services
Tennessee
$901K -$240K -4,307 -22%

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.