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First Trust Dorsey Wright Focus 5 ETF

308 hedge funds and large institutions have $2.26B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-21
Holders Change %
-6.38%
% of All Funds
4.18%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
22
Increased
95
Reduced
124
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
151
Level Four Advisory Services
Texas
$836K -$80.5K -1,467 -9%
CCFM
152
Clear Creek Financial Management
Washington
$818K -$16.2K -296 -2%
KFGK
153
Keystone Financial Group (Kentucky)
Kentucky
$815K -$71.4K -1,301 -8%
GJWM
154
Gilliland Jeter Wealth Management
Arkansas
$807K +$878 +16 +0.1%
IA
155
Insight Advisors
Pennsylvania
$794K -$62.7K -1,143 -7%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$785K -$74.9K -1,365 -9%
LMKC
157
L.M. Kohn & Company
Ohio
$770K -$43.2K -788 -5%
CIAS
158
Capital Investment Advisory Services
North Carolina
$763K -$17.3K -316 -2%
NPFS
159
Novak & Powell Financial Services
Florida
$747K -$29.4K -535 -4%
SEIA
160
Signature Estate & Investment Advisors
California
$730K -$251K -4,577 -26%
Natixis Advisors
161
Natixis Advisors
Massachusetts
$716K -$267K -4,870 -27%
BF
162
BOK Financial
Oklahoma
$706K
MPCA
163
Madison Park Capital Advisors
Washington
$703K +$110 +2 +0%
TWM
164
Topsail Wealth Management
North Carolina
$678K +$27.8K +508 +4%
AWM
165
AE Wealth Management
Kansas
$655K -$17.1K -312 -3%
BPA
166
Beacon Pointe Advisors
California
$645K +$165 +3 +0%
DFA
167
DHJJ Financial Advisors
Illinois
$642K -$30.3K -553 -5%
KeyBank National Association
168
KeyBank National Association
Ohio
$621K +$621K +11,320 New
TF
169
Tudor Financial
Ohio
$619K -$6.8K -124 -1%
SWM
170
Spire Wealth Management
Virginia
$608K -$59.4K -1,083 -9%
FCBT
171
First Citizens Bank & Trust
North Carolina
$587K -$20.2K -368 -3%
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
$578K +$26.6K +484 +5%
MHWM
173
Montz Harcus Wealth Management
Louisiana
$563K +$110 +2 +0%
DQRIM
174
Dale Q Rice Investment Management
Washington
$530K -$549 -10 -0.1%
NFG
175
Nations Financial Group
Iowa
$520K -$3.68K -67 -0.7%