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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

306 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 24 funds opening new positions, 102 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
4.1%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
24
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 %
LBC
201
Leigh Baldwin & Co
New York
$351K -$2.55K -43 -0.7%
FFA
202
Founders Financial Alliance
North Carolina
$348K -$31.8K -536 -8%
AWA
203
ARQ Wealth Advisors
Arizona
$338K – – –
MCM
204
Manchester Capital Management
Vermont
$338K – – –
VWS
205
Virtus Wealth Solutions
New Jersey
$336K +$7.7K +130 +2%
SWA
206
Strategies Wealth Advisors
Michigan
$328K +$328K +5,528 New
Focus Partners Wealth
207
Focus Partners Wealth
Massachusetts
$327K +$327K +5,524 New
WFA
208
WMG Financial Advisors
Tennessee
$315K -$237 -4 -0.1%
WA
209
Waverly Advisors
Alabama
$313K – – –
QCM
210
Quantinno Capital Management
New York
$306K +$39.9K +673 +15%
CPIG
211
Chicago Partners Investment Group
Illinois
$303K +$489 +8 +0.2%
IWN
212
Independent Wealth Network
Iowa
$301K +$45K +759 +18%
CAAS
213
Capital Asset Advisory Services
Michigan
$299K -$27.8K -467 -8%
TNBTD
214
Trustmark National Bank Trust Department
Mississippi
$296K -$10.5K -177 -3%
FFN
215
Focus Financial Network
Minnesota
$293K +$296 +5 +0.1%
CA
216
Clearstead Advisors
Ohio
$292K +$148K +2,498 +103%
FAM
217
Formidable Asset Management
Ohio
$290K – – –
TSWM
218
Tyler-Stone Wealth Management
Ohio
$289K – – –
DQRIM
219
Dale Q Rice Investment Management
Washington
$287K -$287K -4,826 -50%
Ameriprise
220
Ameriprise
Minnesota
$283K -$637K -10,743 -69%
QFW
221
QTR Family Wealth
Florida
$274K -$3.02K -51 -1%
SAM
222
Strategy Asset Managers
California
$271K – – –
NS
223
NBC Securities
Alabama
$257K +$118 +2 +0%
SCM
224
Saxony Capital Management
Missouri
$257K -$1.78K -30 -0.7%
WAM
225
WealthTrust Asset Management
Florida
$256K -$30.8K -520 -11%
7 8
9
10 11