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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 %
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%
MPIAL
203
Milestones Private Investment Advisors LLC
New York
$343K +$343K +5,789 New
AWA
204
ARQ Wealth Advisors
Arizona
$338K – – –
MCM
205
Manchester Capital Management
Vermont
$338K – – –
VWS
206
Virtus Wealth Solutions
New Jersey
$336K +$7.7K +130 +2%
SWA
207
Strategies Wealth Advisors
Michigan
$328K +$328K +5,528 New
Focus Partners Wealth
208
Focus Partners Wealth
Massachusetts
$327K +$327K +5,524 New
WFA
209
WMG Financial Advisors
Tennessee
$315K -$237 -4 -0.1%
WA
210
Waverly Advisors
Alabama
$313K – – –
QCM
211
Quantinno Capital Management
New York
$306K +$39.9K +673 +15%
CPIG
212
Chicago Partners Investment Group
Illinois
$303K +$489 +8 +0.2%
IWN
213
Independent Wealth Network
Iowa
$301K +$45K +759 +18%
CAAS
214
Capital Asset Advisory Services
Michigan
$299K -$27.8K -467 -8%
TNBTD
215
Trustmark National Bank Trust Department
Mississippi
$296K -$10.5K -177 -3%
FFN
216
Focus Financial Network
Minnesota
$293K +$296 +5 +0.1%
CA
217
Clearstead Advisors
Ohio
$292K +$148K +2,498 +103%
FAM
218
Formidable Asset Management
Ohio
$290K – – –
TSWM
219
Tyler-Stone Wealth Management
Ohio
$289K – – –
DQRIM
220
Dale Q Rice Investment Management
Washington
$287K -$287K -4,826 -50%
Ameriprise
221
Ameriprise
Minnesota
$283K -$637K -10,743 -69%
QFW
222
QTR Family Wealth
Florida
$274K -$3.02K -51 -1%
SAM
223
Strategy Asset Managers
California
$271K – – –
NS
224
NBC Securities
Alabama
$257K +$118 +2 +0%
SCM
225
Saxony Capital Management
Missouri
$257K -$1.78K -30 -0.7%
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