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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
Morgan Stanley
1
Morgan Stanley
New York
$372M -$12.9M -212,338 -3%
LPL Financial
2
LPL Financial
California
$277M +$2.98M +48,950 +1%
Wells Fargo
3
Wells Fargo
California
$228M -$15M -246,111 -6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$153M -$22.9M -375,755 -13%
Raymond James Financial
5
Raymond James Financial
Florida
$140M -$6.56M -107,658 -5%
UBS Group
6
UBS Group
Switzerland
$84.5M -$772K -12,670 -0.9%
Bank of America
7
Bank of America
North Carolina
$84.3M -$1.19M -19,482 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$71.6M -$2.22M -36,358 -3%
NA
9
NewEdge Advisors
Louisiana
$58.2M +$5.89M +96,612 +11%
Osaic Holdings
10
Osaic Holdings
Arizona
$55.7M +$6.07M +99,566 +12%
PFS
11
Prospera Financial Services
Texas
$48.8M -$1.52M -25,008 -3%
CIA
12
Concurrent Investment Advisors
Florida
$35.7M -$4.63K -76 -0%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$34.5M +$1.84M +30,126 +6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$31.7M +$1.42M +23,275 +5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$30.6M -$2.85M -46,842 -9%
Stifel Financial
16
Stifel Financial
Missouri
$29.2M +$3.55M +58,195 +14%
SWMG
17
Sard Wealth Management Group
Georgia
$28.8M +$230K +3,773 +0.8%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$27.2M -$726K -11,914 -3%
DADC
19
D.A. Davidson & Co
Montana
$26.5M +$82.4K +1,352 +0.3%
MFS
20
Madrona Financial Services
Washington
$24.6M +$488K +8,004 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$22.7M +$184K +3,018 +0.8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$20M -$1.32M -21,603 -6%
PWS
23
Proactive Wealth Strategies
Georgia
$19.4M -$80.7K -1,324 -0.4%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$17.1M -$304K -4,986 -2%
GWM
25
Geneos Wealth Management
Colorado
$15.5M +$149K +2,452 +1%

FV Hedge Fund Activity: Q3 2025 in Review

313 of the 7,619 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.