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First Trust Dorsey Wright Focus 5 ETF
FV

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: 313 → 313 (0)

25% less funds holding in top 10

Funds holding in top 10: 12 → 9 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$6.07M
2
NA
NewEdge Advisors
Louisiana
+$5.89M
3
GWP
Gateway Wealth Partners
Wisconsin
+$5.17M
4
Stifel Financial
Stifel Financial
Missouri
+$3.55M
5
LPL Financial
LPL Financial
California
+$2.98M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$22.9M
2
Wells Fargo
Wells Fargo
California
-$15M
3
Morgan Stanley
Morgan Stanley
New York
-$12.9M
4
Raymond James Financial
Raymond James Financial
Florida
-$6.56M
5
PCA
Prosperity Capital Advisors
Ohio
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
176
Advisors Capital Management
New Jersey
$570K – – –
HWA
177
HCR Wealth Advisors
California
$548K – – –
MWM
178
MGB Wealth Management
Texas
$532K +$366 +6 +0.1%
SWM
179
Spire Wealth Management
Virginia
$523K +$2.25K +37 +0.4%
NAS
180
NWF Advisory Services
California
$517K -$14.8K -243 -3%
CSP
181
Cary Street Partners
Virginia
$515K – – –
SFG
182
SNS Financial Group
Minnesota
$512K – – –
CWP
183
Cyndeo Wealth Partners
Florida
$510K – – –
PVI
184
Pine Valley Investments
New Jersey
$506K -$9.26K -152 -2%
HW
185
Hancock Whitney
Mississippi
$486K – – –
GI
186
GAMMA Investing
California
$460K – – –
JWCA
187
J.W. Cole Advisors
Florida
$459K +$6.58K +108 +1%
SAI
188
Savvy Advisors Inc
New York
$447K +$32.3K +530 +8%
KWM
189
Kaydan Wealth Management
Michigan
$445K – – –
FFA
190
Founders Financial Alliance
North Carolina
$417K +$53.3K +875 +15%
IAIM
191
International Assets Investment Management
Florida
$417K – – –
WMA
192
West Michigan Advisors
Michigan
$415K -$31.1K -510 -7%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$414K -$24.4K -400 -6%
AssetMark Inc
194
AssetMark Inc
California
$409K -$2.13K -35 -0.5%
AWA
195
ARQ Wealth Advisors
Arizona
$382K – – –
QCM
196
Quantinno Capital Management
New York
$377K +$55.9K +918 +18%
NG
197
Novem Group
New York
$371K – – –
LBC
198
Leigh Baldwin & Co
New York
$368K +$366 +6 +0.1%
MPIA
199
Milestones Private Investment Advisors
New York
$358K – – –
MCM
200
Manchester Capital Management
Vermont
$353K – – –
6 7
8
9 10

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.