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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

307 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 25 funds opening new positions, 102 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.11%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
25
Increased
102
Reduced
123
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.4M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.24M
3
MMA
Miracle Mile Advisors
California
+$4.43M
4
PCA
Prosperity Capital Advisors
Ohio
+$4.3M
5
GIA
Gladstone Institutional Advisory
Florida
+$4.13M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
-$16.5M
2
Raymond James Financial
Raymond James Financial
Florida
-$13.6M
3
Wells Fargo
Wells Fargo
California
-$10.3M
4
Bank of America
Bank of America
North Carolina
-$9.55M
5
SPC
Sigma Planning Corp
Michigan
-$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
176
Advisors Capital Management
New Jersey
$545K – – –
HWA
177
HCR Wealth Advisors
California
$524K – – –
SIG
178
Sargent Investment Group
Maryland
$519K – – –
BRWA
179
B. Riley Wealth Advisors
Florida
$514K +$514K +8,668 New
NAS
180
NWF Advisory Services
California
$509K +$59 +1 +0%
MWM
181
MGB Wealth Management
Texas
$508K +$178 +3 +0%
CWM
182
Congress Wealth Management
Massachusetts
$500K – – –
SWM
183
Spire Wealth Management
Virginia
$499K -$158K -2,671 -24%
CSP
184
Cary Street Partners
Virginia
$493K – – –
SFG
185
SNS Financial Group
Minnesota
$490K -$5.39K -91 -1%
CWP
186
Cyndeo Wealth Partners
Florida
$488K -$2.37K -40 -0.5%
HW
187
Hancock Whitney
Mississippi
$465K +$16.3K +275 +4%
AFP
188
Ausdal Financial Partners
Iowa
$454K +$14.5K +244 +3%
GI
189
GAMMA Investing
California
$440K – – –
JWCA
190
J.W. Cole Advisors
Florida
$433K +$15.9K +269 +4%
WMA
191
West Michigan Advisors
Michigan
$427K -$15.5K -261 -3%
KWM
192
Kaydan Wealth Management
Michigan
$426K -$20.1K -339 -5%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$420K – – –
ACA
194
Aptus Capital Advisors
Alabama
$417K -$43.4K -732 -9%
IAIM
195
International Assets Investment Management
Florida
$415K -$39.9K -673 -9%
SAI
196
Savvy Advisors Inc
New York
$397K +$397K +6,697 New
AssetMark Inc
197
AssetMark Inc
California
$393K +$36.9K +622 +10%
KWM
198
Kingsview Wealth Management
Oregon
$378K -$70.2K -1,184 -16%
3F
199
360 Financial
Minnesota
$372K -$41.6K -702 -10%
NG
200
Novem Group
New York
$355K -$21.1K -356 -6%
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