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First Trust Dorsey Wright Focus 5 ETF

308 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, 95 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-21
Holders Change %
-6.38%
% of All Funds
4.18%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
22
Increased
95
Reduced
124
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$342M -$22.9M -417,032 -6%
LPL Financial
2
LPL Financial
California
$245M -$9.77K -178 -0%
Wells Fargo
3
Wells Fargo
California
$225M +$712K +12,986 +0.3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$156M -$197K -3,594 -0.1%
Raymond James Financial
5
Raymond James Financial
Florida
$142M -$3.84M -69,979 -3%
Bank of America
6
Bank of America
North Carolina
$84.6M -$7.22M -131,660 -8%
UBS Group
7
UBS Group
Switzerland
$74.5M -$2.16M -39,300 -3%
NA
8
NewEdge Advisors
Louisiana
$61.6M +$5.77M +105,185 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$55.8M -$4.38M -79,839 -7%
PFS
10
Prospera Financial Services
Texas
$43.4M -$730K -13,298 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$43M -$2.9M -52,911 -6%
CIA
12
Concurrent Investment Advisors
Florida
$31.5M +$418K +7,624 +1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$29.1M +$329K +6,003 +1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$28.3M -$2.6M -47,460 -8%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$27.3M -$878K -16,005 -3%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$25.2M -$2.01M -36,669 -7%
SWMG
17
Sard Wealth Management Group
Georgia
$25M +$331K +6,030 +1%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$24.4M +$2.26M +41,204 +10%
DADC
19
D.A. Davidson & Co
Montana
$23.8M -$325K -5,918 -1%
Stifel Financial
20
Stifel Financial
Missouri
$21.2M +$1.29M +23,586 +7%
MFS
21
Madrona Financial Services
Washington
$21M -$5.88M -107,143 -22%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$19.8M +$394K +7,173 +2%
GWM
23
Geneos Wealth Management
Colorado
$18M +$12.9M +234,891 +252%
PWS
24
Proactive Wealth Strategies
Georgia
$17M +$628K +11,454 +4%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$15.1M -$367K -6,692 -2%