We are live on ! Find out more
FV icon

First Trust Dorsey Wright Focus 5 ETF

321 hedge funds and large institutions have $2.08B invested in First Trust Dorsey Wright Focus 5 ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.65% less ownership

Funds ownership: 65.49%63.84% (-1.7%)

3% less funds holding

Funds holding: 331321 (-10)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

12% less capital invested

Capital invested by funds: $2.37B → $2.08B (-$285M)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

37% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 138

Holders
321
Holders Change
-10
Holders Change %
-3.02%
% of All Funds
3.95%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
25
Increased
87
Reduced
138
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$338M -$5.3M -82,185 -1%
Wells Fargo
2
Wells Fargo
California
$195M -$30.1M -465,821 -13%
LPL Financial
3
LPL Financial
California
$187M -$68.1M -1,054,775 -25%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$112M -$31.1M -481,591 -21%
Raymond James Financial
5
Raymond James Financial
Florida
$108M -$19.5M -302,353 -15%
UBS Group
6
UBS Group
Switzerland
$75.8M -$1.53M -23,779 -2%
Bank of America
7
Bank of America
North Carolina
$71.4M -$5.2M -80,570 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$45.8M -$4.82M -74,676 -9%
Osaic Holdings
9
Osaic Holdings
Arizona
$43.6M -$3.24M -50,252 -7%
PFS
10
Prospera Financial Services
Texas
$38.2M -$4.93M -76,414 -11%
PWS
11
Proactive Wealth Strategies
Georgia
$36.8M +$19.1M +295,995 +94%
CIA
12
Concurrent Investment Advisors
Florida
$34M -$226K -3,495 -0.6%
NA
13
NewEdge Advisors
Louisiana
$33.2M -$24.5M -379,808 -41%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$31.5M -$2.85M -44,177 -8%
SWMG
15
Sard Wealth Management Group
Georgia
$28.3M -$124K -1,914 -0.4%
Stifel Financial
16
Stifel Financial
Missouri
$25.5M -$1.15M -17,851 -4%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$25.1M +$971K +15,046 +4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$24.4M +$242K +3,749 +0.9%
DADC
19
D.A. Davidson & Co
Montana
$24.1M -$579K -8,975 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$23.5M +$4.66M +72,185 +23%
PAG
21
Private Advisor Group
New Jersey
$20.9M +$4.16M +64,429 +23%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$20.7M -$4.93M -76,447 -18%
BEI
23
Benjamin Edwards Inc
Missouri
$18.5M +$10.5M +163,331 +115%
MFS
24
Madrona Financial Services
Washington
$15M -$9.95M -154,150 -38%
GWM
25
Geneos Wealth Management
Colorado
$14.7M -$435K -6,738 -3%