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First Trust Dorsey Wright Focus 5 ETF

313 hedge funds and large institutions have $2.43B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $2.39B → $2.43B (+$43.9M)

0.24% more ownership

Funds ownership: 65.33%65.57% (+0.24%)

0% more funds holding

Funds holding: 313313 (0)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

25% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 124

Holders
313
Holders Change
Holders Change %
0%
% of All Funds
4.11%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
22
Increased
93
Reduced
124
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
151
Clear Creek Financial Management
Washington
$901K -$2.56K -42 -0.3%
QCIG
152
Quad-Cities Investment Group
Iowa
$899K -$67.6K -1,110 -7%
Jane Street
153
Jane Street
New York
$884K +$870K +14,284 New
IA
154
Insight Advisors
Pennsylvania
$857K -$16.6K -272 -2%
NPFS
155
Novak & Powell Financial Services
Florida
$842K -$1.52K -25 -0.2%
NFG
156
Nations Financial Group
Iowa
$804K -$305 -5 -0%
KWA
157
Kingswood Wealth Advisors
California
$798K +$785K +12,880 New
AWM
158
AE Wealth Management
Kansas
$785K +$54K +887 +8%
CIAS
159
Capital Investment Advisory Services
North Carolina
$784K -$21.7K -356 -3%
SEIA
160
Signature Estate & Investment Advisors
California
$781K -$168K -2,758 -18%
MPCA
161
Madison Park Capital Advisors
Washington
$780K -$13.6K -223 -2%
VWA
162
Visionary Wealth Advisors
Illinois
$778K -$114K -1,871 -13%
DFA
163
DHJJ Financial Advisors
Illinois
$718K -$4.93K -81 -0.7%
ACA
164
Aptus Capital Advisors
Alabama
$707K +$268K +4,391 +62%
KeyBank National Association
165
KeyBank National Association
Ohio
$701K
MHWM
166
Montz Harcus Wealth Management
Louisiana
$686K +$244 +4 +0%
WG
167
Warner Group
Connecticut
$683K +$672K +11,035 New
FCBT
168
First Citizens Bank & Trust
North Carolina
$663K
TF
169
Tudor Financial
Ohio
$654K +$16.3K +267 +3%
IG
170
IFS Group
Pennsylvania
$649K +$639K +10,492 New
CFG
171
Carr Financial Group
Massachusetts
$637K -$76.4K -1,254 -11%
AFP
172
Ausdal Financial Partners
Iowa
$636K +$160K +2,621 +34%
SF
173
Summit Financial
New Jersey
$621K -$147K -2,420 -19%
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$593K
BRWA
175
B. Riley Wealth Advisors
Florida
$587K +$49.7K +816 +9%

FV Hedge Fund Activity: Q3 2025 in Review

313 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q3 2025, worth a combined $2.43B — up 1.8% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FV positions and 15 closed out — a net gain of 7 holders — while 93 added to existing stakes and 124 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $6.07M. The largest seller was Commonwealth Equity Services, cutting an estimated $22.9M.

  • 313 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $2.43B of First Trust Dorsey Wright Focus 5 ETF stock for Q3 2025, up 1.8% quarter-over-quarter.
  • 22 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q3 2025 and 15 closed out, a net change of +7 holders.
  • The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q3 2025 was Osaic Holdings, an estimated $6.07M added.
  • The largest First Trust Dorsey Wright Focus 5 ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2025.