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First Trust Dorsey Wright Focus 5 ETF

313 hedge funds and large institutions have $2.39B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more capital invested

Capital invested by funds: $2.26B → $2.39B (+$128M)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0.64% more ownership

Funds ownership: 64.69%65.33% (+0.64%)

0% more funds holding

Funds holding: 313313 (0)

18% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 127

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
4.12%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
25
Increased
104
Reduced
127
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
MinichMacGregor Wealth Management
New York
$897K -$160K -2,865 -16%
TWM
152
Topsail Wealth Management
North Carolina
$895K +$153K +2,742 +22%
GJWM
153
Gilliland Jeter Wealth Management
Arkansas
$873K +$1.34K +24 +0.2%
CCFM
154
Clear Creek Financial Management
Washington
$865K -$17.8K -320 -2%
VWA
155
Visionary Wealth Advisors
Illinois
$855K -$126K -2,266 -14%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$849K +$167 +3 +0%
IA
157
Insight Advisors
Pennsylvania
$836K -$20.7K -372 -3%
LMKC
158
L.M. Kohn & Company
Ohio
$828K -$4.06K -73 -0.5%
KFGK
159
Keystone Financial Group (Kentucky)
Kentucky
$824K -$52.2K -937 -6%
NPFS
160
Novak & Powell Financial Services
Florida
$808K +$835 +15 +0.1%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$804K +$418K +7,500 +123%
CIAS
162
Capital Investment Advisory Services
North Carolina
$772K -$49.3K -885 -6%
NFG
163
Nations Financial Group
Iowa
$770K +$195K +3,505 +37%
MPCA
164
Madison Park Capital Advisors
Washington
$760K +$111 +2 +0%
AAS
165
Ameritas Advisory Services
Nebraska
$753K -$803K -14,421 -53%
HF
166
HRT Financial
New York
$743K +$227K +4,077 +48%
SF
167
Summit Financial
New Jersey
$738K +$251K +4,505 +57%
AWM
168
AE Wealth Management
Kansas
$699K -$8.29K -149 -1%
BPA
169
Beacon Pointe Advisors
California
$697K +$223 +4 +0%
DFA
170
DHJJ Financial Advisors
Illinois
$692K -$1.11K -20 -0.2%
CFG
171
Carr Financial Group
Massachusetts
$684K -$752K -13,500 -54%
KeyBank National Association
172
KeyBank National Association
Ohio
$671K
MHWM
173
Montz Harcus Wealth Management
Louisiana
$656K +$45.5K +817 +8%
FCBT
174
First Citizens Bank & Trust
North Carolina
$634K
TF
175
Tudor Financial
Ohio
$610K -$54.6K -980 -9%

FV Hedge Fund Activity: Q2 2025 in Review

313 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q2 2025, worth a combined $2.39B — up 5.7% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FV positions and 24 closed out — a net gain of 1 holder — while 104 added to existing stakes and 127 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $9.75M. The largest seller was NewEdge Advisors, cutting an estimated $15.5M.

  • 313 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $2.39B of First Trust Dorsey Wright Focus 5 ETF stock for Q2 2025, up 5.7% quarter-over-quarter.
  • 25 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q2 2025 and 24 closed out, a net change of +1 holder.
  • The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $9.75M added.
  • The largest First Trust Dorsey Wright Focus 5 ETF seller in Q2 2025 was NewEdge Advisors, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2025.