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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

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

33% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 33

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
LFAS
151
Level Four Advisory Services
Texas
$836K
CCFM
152
Clear Creek Financial Management
Washington
$818K
KFGK
153
Keystone Financial Group (Kentucky)
Kentucky
$815K
GJWM
154
Gilliland Jeter Wealth Management
Arkansas
$807K
IA
155
Insight Advisors
Pennsylvania
$794K
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$785K
LMKC
157
L.M. Kohn & Company
Ohio
$770K
CIAS
158
Capital Investment Advisory Services
North Carolina
$763K
NPFS
159
Novak & Powell Financial Services
Florida
$747K
SEIA
160
Signature Estate & Investment Advisors
California
$730K
Natixis Advisors
161
Natixis Advisors
Massachusetts
$716K
BF
162
BOK Financial
Oklahoma
$706K
MPCA
163
Madison Park Capital Advisors
Washington
$703K
TWM
164
Topsail Wealth Management
North Carolina
$678K
AWM
165
AE Wealth Management
Kansas
$655K
BPA
166
Beacon Pointe Advisors
California
$645K
DFA
167
DHJJ Financial Advisors
Illinois
$642K
KeyBank National Association
168
KeyBank National Association
Ohio
$621K
TF
169
Tudor Financial
Ohio
$619K
SWM
170
Spire Wealth Management
Virginia
$608K
FCBT
171
First Citizens Bank & Trust
North Carolina
$587K
Koshinski Asset Management
172
Koshinski Asset Management
Illinois
$578K
MHWM
173
Montz Harcus Wealth Management
Louisiana
$563K
DQRIM
174
Dale Q Rice Investment Management
Washington
$530K
NFG
175
Nations Financial Group
Iowa
$520K