FV icon

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
126
Ballew Advisors
Mississippi
$1.24M
AAS
127
Ameritas Advisory Services
Nebraska
$1.2M
KA
128
Kovack Advisors
Florida
$1.19M
KWA
129
Kingswood Wealth Advisors
California
$1.17M
RA
130
RFG Advisory
Alabama
$1.17M
TSS
131
Two Sigma Securities
New York
$1.16M
Fidelity Investments
132
Fidelity Investments
Massachusetts
$1.15M
APWA
133
Atlas Private Wealth Advisors
New Jersey
$1.12M
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$1.09M
GAA
135
Global Assets Advisory
Florida
$1.09M
AF
136
Allworth Financial
California
$1.08M
SG
137
StoneX Group
New York
$1.07M
PFPG
138
Pinnacle Financial Partners (Georgia)
Georgia
$1.06M
PCA
139
Prosperity Capital Advisors
Ohio
$1.03M
ASN
140
Advisory Services Network
Georgia
$1.02M
FHA
141
Flagship Harbor Advisors
Massachusetts
$1.02M
CIG
142
Cascade Investment Group
Colorado
$993K
SI
143
Stephens Inc
Arkansas
$985K
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$983K
TWM
145
Topsail Wealth Management
North Carolina
$962K
MWM
146
MinichMacGregor Wealth Management
New York
$952K
AA
147
Advisory Alpha
Michigan
$947K
CPA
148
Capital Performance Advisors
California
$931K
GJWM
149
Gilliland Jeter Wealth Management
Arkansas
$931K
FPL
150
Fortress Private Ledger
North Carolina
$922K