First Trust Dorsey Wright Focus 5 ETF
313 hedge funds and large institutions have $2.26B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 97 increasing their positions, 126 reducing their positions, and 33 closing their positions.
1.24% less ownership
Funds ownership: 65.94% → 64.69% (-1.2%)
6% less funds holding
Funds holding: 332 → 313 (-19)
23% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 126
27% less capital invested
Capital invested by funds: $3.11B → $2.26B (-$849M)
33% less funds holding in top 10
Funds holding in top 10: 15 → 10 (-5)
33% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$13.9M |
| 2 |
FFC
Frederick Financial Consultants
Frederick,
Maryland
|
+$9.52M |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$7.57M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$6.24M |
| 5 |
Rockefeller Capital Management
New York
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$24.7M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$20.2M |
| 3 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$12.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.81M |
| 5 |
MFS
Madrona Financial Services
Everett,
Washington
|
-$6.35M |
FV Hedge Fund Activity: Q1 2025 in Review
313 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q1 2025, worth a combined $2.26B — down 27% from $3.11B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of FV and 22 opened new positions — a net loss of 11 holders — while 126 trimmed existing stakes and 97 added.
The largest buyer was Geneos Wealth Management, adding an estimated $13.9M. The largest seller was Morgan Stanley, cutting an estimated $24.7M.
- 313 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q1 2025, down from 332 in Q4 2024.
- Funds reported $2.26B of First Trust Dorsey Wright Focus 5 ETF stock for Q1 2025, down 27% quarter-over-quarter.
- 22 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q1 2025 and 33 closed out, a net change of -11 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $13.9M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q1 2025 was Morgan Stanley, an estimated $24.7M sold.
Based on aggregated 13F filings for Q1 2025.