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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
KWM
201
Kingsview Wealth Management
Oregon
$378K -$65.9K -1,184 -16%
3F
202
360 Financial
Minnesota
$372K -$39.1K -702 -10%
NG
203
Novem Group
New York
$355K -$19.8K -356 -6%
LBC
204
Leigh Baldwin & Co
New York
$351K -$2.39K -43 -0.7%
FFA
205
Founders Financial Alliance
North Carolina
$348K -$29.8K -536 -8%
MPIA
206
Milestones Private Investment Advisors
New York
$343K +$322K +5,789 New
AWA
207
ARQ Wealth Advisors
Arizona
$338K
MCM
208
Manchester Capital Management
Vermont
$338K
VWS
209
Virtus Wealth Solutions
New Jersey
$336K +$7.24K +130 +2%
SWA
210
Strategies Wealth Advisors
Michigan
$328K +$308K +5,528 New
Focus Partners Wealth
211
Focus Partners Wealth
Massachusetts
$327K +$308K +5,524 New
WFA
212
WMG Financial Advisors
Tennessee
$315K -$223 -4 -0.1%
PPG
213
Peak Planning Group
Colorado
$315K -$51.7K -929 -15%
WA
214
Waverly Advisors
Alabama
$313K
QCM
215
Quantinno Capital Management
New York
$306K +$37.5K +673 +15%
CPIG
216
Chicago Partners Investment Group
Illinois
$303K +$445 +8 +0.2%
IWN
217
Independent Wealth Network
Iowa
$301K +$42.3K +759 +18%
CAAS
218
Capital Asset Advisory Services
Michigan
$299K -$26K -467 -8%
TNBTD
219
Trustmark National Bank Trust Department
Mississippi
$296K -$9.85K -177 -3%
FFN
220
Focus Financial Network
Minnesota
$293K +$278 +5 +0.1%
CA
221
Clearstead Advisors
Ohio
$292K +$139K +2,498 +103%
FAM
222
Formidable Asset Management
Ohio
$290K
TSWM
223
Tyler-Stone Wealth Management
Ohio
$289K
DQRIM
224
Dale Q Rice Investment Management
Washington
$287K -$269K -4,826 -50%
Ameriprise
225
Ameriprise
Minnesota
$283K -$598K -10,743 -69%

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.