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First Trust Dorsey Wright Focus 5 ETF

331 hedge funds and large institutions have $2.37B invested in First Trust Dorsey Wright Focus 5 ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 127 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

6% more funds holding

Funds holding: 313331 (+18)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.08% less ownership

Funds ownership: 65.57%65.49% (-0.08%)

3% less capital invested

Capital invested by funds: $2.43B → $2.37B (-$69.6M)

25% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 127

Holders
331
Holders Change
+18
Holders Change %
+5.75%
% of All Funds
4.03%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
40
Increased
95
Reduced
127
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$357M -$21M -338,329 -6%
LPL Financial
2
LPL Financial
California
$261M -$19.3M -311,143 -7%
Wells Fargo
3
Wells Fargo
California
$232M +$129K +2,081 +0.1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$147M -$9.24M -149,125 -6%
Raymond James Financial
5
Raymond James Financial
Florida
$131M -$10.6M -171,243 -8%
UBS Group
6
UBS Group
Switzerland
$80.4M -$5.43M -87,641 -6%
Bank of America
7
Bank of America
North Carolina
$79.4M -$6.23M -100,624 -7%
NA
8
NewEdge Advisors
Louisiana
$58.5M -$670K -10,818 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$52.4M -$20.1M -324,203 -28%
Osaic Holdings
10
Osaic Holdings
Arizona
$48.5M -$8.29M -133,793 -15%
PFS
11
Prospera Financial Services
Texas
$44.6M -$4.91M -79,251 -10%
CIA
12
Concurrent Investment Advisors
Florida
$35.6M -$675K -10,903 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$35.6M +$527K +8,510 +2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$31.8M -$355K -5,727 -1%
SWMG
15
Sard Wealth Management Group
Georgia
$29.6M +$359K +5,804 +1%
Stifel Financial
16
Stifel Financial
Missouri
$27.7M -$1.9M -30,730 -7%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$26.4M -$1.25M -20,249 -5%
DADC
18
D.A. Davidson & Co
Montana
$25.6M -$1.26M -20,359 -5%
MFS
19
Madrona Financial Services
Washington
$25.3M +$256K +4,130 +1%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$25.2M +$2.08M +33,646 +9%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$25.2M -$5.89M -95,022 -19%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$19.9M -$405K -6,532 -2%
PWS
23
Proactive Wealth Strategies
Georgia
$19.7M +$35.7K +577 +0.2%
PAG
24
Private Advisor Group
New Jersey
$17.7M +$3.51M +56,698 +25%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$16.8M -$564K -9,101 -3%