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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
BA
126
Ballew Advisors
Mississippi
$1.19M -$3.96K -65 -0.3%
PCA
127
Prosperity Capital Advisors
Ohio
$1.17M -$3.27M -53,688 -74%
RA
128
RFG Advisory
Alabama
$1.17M -$83.6K -1,372 -7%
OIA
129
OneDigital Investment Advisors
Kansas
$1.16M -$43.3K -710 -4%
BEI
130
Benjamin Edwards Inc
Missouri
$1.15M -$13.6K -224 -1%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$1.13M +$289K +4,748 +35%
APWA
132
Atlas Private Wealth Advisors
New Jersey
$1.11M -$1.25M -20,462 -53%
GAA
133
Global Assets Advisory
Florida
$1.08M +$7.19K +118 +0.7%
SMA
134
Sage Mountain Advisors
Georgia
$1.05M
Fidelity Investments
135
Fidelity Investments
Massachusetts
$1.05M -$88.8K -1,457 -8%
CIG
136
Cascade Investment Group
Colorado
$1.04M -$22.2K -365 -2%
SF
137
Synovus Financial
Georgia
$1.02M -$22.1K -363 -2%
NS
138
NBC Securities
Alabama
$1M +$724K +11,876 +273%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$994K +$105K +1,727 +12%
SI
140
Stephens Inc
Arkansas
$994K +$61 +1 +0%
ODG
141
O'Dell Group
Ohio
$985K +$969K +15,903 New
TFS
142
Thoroughbred Financial Services
Tennessee
$983K +$40.1K +658 +4%
AF
143
Allworth Financial
California
$963K -$134K -2,199 -12%
AA
144
Advisory Alpha
Michigan
$952K -$12.7K -209 -1%
TWM
145
Topsail Wealth Management
North Carolina
$949K +$17.9K +294 +2%
LFAS
146
Level Four Advisory Services
Texas
$945K -$25.1K -412 -3%
MWM
147
MinichMacGregor Wealth Management
New York
$937K
SG
148
StoneX Group
New York
$924K -$96K -1,576 -10%
GJWM
149
Gilliland Jeter Wealth Management
Arkansas
$914K +$1.46K +24 +0.2%
FPL
150
Fortress Private Ledger
North Carolina
$907K -$187K -3,063 -17%

FV Hedge Fund Activity: Q3 2025 in Review

313 of the 7,620 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.