FV icon

First Trust Dorsey Wright Focus 5 ETF

305 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-3
Holders Change %
-0.97%
% of All Funds
4.09%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
24
Increased
101
Reduced
123
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCFM
151
Clear Creek Financial Management
Washington
$865K -$19K -320 -2%
VWA
152
Visionary Wealth Advisors
Illinois
$855K -$134K -2,266 -14%
LWANC
153
Laurel Wealth Advisors (North Carolina)
North Carolina
$850K +$836K +49,521 +5,826%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$849K +$178 +3 +0%
IA
155
Insight Advisors
Pennsylvania
$836K -$22K -372 -3%
LMKC
156
L.M. Kohn & Company
Ohio
$828K -$4.33K -73 -0.5%
KFGK
157
Keystone Financial Group (Kentucky)
Kentucky
$824K -$55.5K -937 -6%
NPFS
158
Novak & Powell Financial Services
Florida
$808K +$889 +15 +0.1%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$804K +$444K +7,500 +123%
CIAS
160
Capital Investment Advisory Services
North Carolina
$772K -$52.4K -885 -6%
NFG
161
Nations Financial Group
Iowa
$770K +$208K +3,505 +37%
MPCA
162
Madison Park Capital Advisors
Washington
$760K +$119 +2 +0%
AAS
163
Ameritas Advisory Services
Nebraska
$753K -$855K -14,421 -53%
HF
164
HRT Financial
New York
$743K +$241K +4,077 +48%
SF
165
Summit Financial
New Jersey
$738K +$267K +4,505 +57%
AWM
166
AE Wealth Management
Kansas
$699K -$8.83K -149 -1%
BPA
167
Beacon Pointe Advisors
California
$697K +$237 +4 +0%
DFA
168
DHJJ Financial Advisors
Illinois
$692K -$1.19K -20 -0.2%
CFG
169
Carr Financial Group
Massachusetts
$684K -$800K -13,500 -54%
KeyBank National Association
170
KeyBank National Association
Ohio
$671K
MHWM
171
Montz Harcus Wealth Management
Louisiana
$656K +$48.4K +817 +8%
FCBT
172
First Citizens Bank & Trust
North Carolina
$634K
TF
173
Tudor Financial
Ohio
$610K -$58.1K -980 -9%
AAP
174
Arax Advisory Partners
Colorado
$607K +$65.2K +1,100 +12%
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$568K -$56.6K -955 -9%