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First Trust Dorsey Wright Focus 5 ETF

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: 313313 (0)

25% less funds holding in top 10

Funds holding in top 10: 129 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
201
Chicago Partners Investment Group
Illinois
$351K +$40.4K +663 +13%
VWS
202
Virtus Wealth Solutions
New Jersey
$347K -$4.69K -77 -1%
KWM
203
Kingsview Wealth Management
Oregon
$343K -$50.6K -831 -13%
Focus Partners Wealth
204
Focus Partners Wealth
Massachusetts
$333K -$9.38K -154 -3%
LBC
205
Lowe Brockenbrough & Co
Virginia
$330K +$212K +3,476 +188%
PPG
206
Peak Planning Group
Colorado
$329K +$183 +3 +0.1%
WFA
207
WMG Financial Advisors
Tennessee
$329K
3F
208
360 Financial
Minnesota
$328K -$58.9K -966 -15%
WA
209
Waverly Advisors
Alabama
$327K
CAAS
210
Capital Asset Advisory Services
Michigan
$320K +$8.04K +132 +3%
IWN
211
Independent Wealth Network
Iowa
$316K +$1.46K +24 +0.5%
TNBTD
212
Trustmark National Bank Trust Department
Mississippi
$310K
PAG
213
Private Advisory Group
Washington
$301K -$1.49M -24,390 -83%
DQRIM
214
Dale Q Rice Investment Management
Washington
$299K -$1.34K -22 -0.5%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$292K +$287K +4,713 New
CA
216
Calton & Associates
Florida
$289K +$284K +4,663 New
QFW
217
QTR Family Wealth
Florida
$287K +$305 +5 +0.1%
FAM
218
Formidable Asset Management
Ohio
$282K -$32.4K -531 -10%
HF
219
HRT Financial
New York
$275K -$493K -8,097 -65%
FFN
220
Focus Financial Network
Minnesota
$275K -$31.1K -510 -10%
WAM
221
WealthTrust Asset Management
Florida
$268K +$366 +6 +0.1%
SWA
222
Strategies Wealth Advisors
Michigan
$261K -$79.9K -1,312 -24%
JWM
223
JPL Wealth Management
Colorado
$260K
BCM
224
Brookstone Capital Management
Illinois
$247K +$15.2K +250 +7%
MC
225
Moors & Cabot
Massachusetts
$247K -$3.17K -52 -1%

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.