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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
AAP
176
Arax Advisory Partners
Colorado
$607K +$61.2K +1,100 +12%
Koshinski Asset Management
177
Koshinski Asset Management
Illinois
$568K -$53.2K -955 -9%
ACM
178
Advisors Capital Management
New Jersey
$545K
HWA
179
HCR Wealth Advisors
California
$524K
SIG
180
Sargent Investment Group
Maryland
$519K
BRWA
181
B. Riley Wealth Advisors
Florida
$514K +$483K +8,668 New
NAS
182
NWF Advisory Services
California
$509K +$56 +1 +0%
MWM
183
MGB Wealth Management
Texas
$508K +$167 +3 +0%
CWM
184
Congress Wealth Management
Massachusetts
$500K
SWM
185
Spire Wealth Management
Virginia
$499K -$149K -2,671 -24%
CSP
186
Cary Street Partners
Virginia
$493K
PVI
187
Pine Valley Investments
New Jersey
$493K +$334 +6 +0.1%
SFG
188
SNS Financial Group
Minnesota
$490K -$5.07K -91 -1%
CWP
189
Cyndeo Wealth Partners
Florida
$488K -$2.23K -40 -0.5%
HW
190
Hancock Whitney
Mississippi
$465K +$15.3K +275 +4%
AFP
191
Ausdal Financial Partners
Iowa
$454K +$13.6K +244 +3%
GI
192
GAMMA Investing
California
$440K
JWCA
193
J.W. Cole Advisors
Florida
$433K +$15K +269 +4%
WMA
194
West Michigan Advisors
Michigan
$427K -$14.5K -261 -3%
KWM
195
Kaydan Wealth Management
Michigan
$426K -$18.9K -339 -5%
WAP
196
Wealthcare Advisory Partners
Pennsylvania
$420K
ACA
197
Aptus Capital Advisors
Alabama
$417K -$40.8K -732 -9%
IAIM
198
International Assets Investment Management
Florida
$415K -$37.5K -673 -9%
SAI
199
Savvy Advisors Inc
New York
$397K +$373K +6,697 New
AssetMark Inc
200
AssetMark Inc
California
$393K +$34.6K +622 +10%

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.