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First Trust Dorsey Wright Focus 5 ETF

309 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, 91 increasing their positions, 123 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

26% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 123

Holders
309
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

Top Buyers

1 +$6.13M
2 +$5.98M
3 +$5.25M
4
Stifel Financial
Stifel Financial
Missouri
+$3.6M
5
LPL Financial
LPL Financial
California
+$3.03M

Top Sellers

1 -$230M
2 -$23.3M
3 -$15.2M
4
Morgan Stanley
Morgan Stanley
New York
-$13.1M
5
Raymond James Financial
Raymond James Financial
Florida
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
201
Kingsview Wealth Management
Oregon
$343K
Focus Partners Wealth
202
Focus Partners Wealth
Massachusetts
$333K
LBC
203
Lowe Brockenbrough & Co
Virginia
$330K
WFA
204
WMG Financial Advisors
Tennessee
$329K
3F
205
360 Financial
Minnesota
$328K
WA
206
Waverly Advisors
Alabama
$327K
CAAS
207
Capital Asset Advisory Services
Michigan
$320K
IWN
208
Independent Wealth Network
Iowa
$316K
TNBTD
209
Trustmark National Bank Trust Department
Mississippi
$310K
PAG
210
Private Advisory Group
Washington
$301K
DQRIM
211
Dale Q Rice Investment Management
Washington
$299K
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$292K
CA
213
Calton & Associates
Florida
$289K
QFW
214
QTR Family Wealth
Florida
$287K
FAM
215
Formidable Asset Management
Ohio
$282K
HF
216
HRT Financial
New York
$275K
FFN
217
Focus Financial Network
Minnesota
$275K
WAM
218
WealthTrust Asset Management
Florida
$268K
SWA
219
Strategies Wealth Advisors
Michigan
$261K
JWM
220
JPL Wealth Management
Colorado
$260K
BCM
221
Brookstone Capital Management
Illinois
$247K
MC
222
Moors & Cabot
Massachusetts
$247K
BMCM
223
Bryn Mawr Capital Management
Pennsylvania
$246K
UPS
224
UHLMANN PRICE SECURITIES
Illinois
$240K
SCM
225
Saxony Capital Management
Missouri
$237K