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First Trust Dorsey Wright Focus 5 ETF

322 hedge funds and large institutions have $2.36B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 124 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $2.43B → $2.36B (-$73.6M)

24% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 124

Holders
322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
201
Chicago Partners Investment Group
Illinois
$381K
CFG
202
Carr Financial Group
Massachusetts
$380K
SIS
203
Sound Income Strategies
Florida
$376K
EF
204
Empowered Funds
Pennsylvania
$375K
Focus Partners Wealth
205
Focus Partners Wealth
Massachusetts
$370K
NG
206
Novem Group
New York
$366K
CA
207
Continuum Advisory
Idaho
$366K
MPIA
208
Milestones Private Investment Advisors
New York
$364K
MCM
209
Manchester Capital Management
Vermont
$359K
KWM
210
Kingsview Wealth Management
Oregon
$353K
VWS
211
Virtus Wealth Solutions
New Jersey
$352K
LCM
212
Logan Capital Management
Pennsylvania
$333K
HHCP
213
Hilton Head Capital Partners
South Carolina
$320K
TNBTD
214
Trustmark National Bank Trust Department
Mississippi
$315K
IWN
215
Independent Wealth Network
Iowa
$308K
QFW
216
QTR Family Wealth
Florida
$303K
DQRIM
217
Dale Q Rice Investment Management
Washington
$302K
FAM
218
Formidable Asset Management
Ohio
$285K
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$282K
FFN
220
Focus Financial Network
Minnesota
$280K
WAM
221
WealthTrust Asset Management
Florida
$273K
BCI
222
Brinker Capital Investments
Pennsylvania
$255K
PAG
223
Private Advisory Group
Washington
$255K
SWA
224
Strategies Wealth Advisors
Michigan
$255K
BCM
225
Brookstone Capital Management
Illinois
$251K