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First Trust Dorsey Wright Dynamic Focus 5 ETF

51 hedge funds and large institutions have $55.9M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

4% more funds holding

Funds holding: 4951 (+2)

0.78% more ownership

Funds ownership: 58.53%59.31% (+0.78%)

10% less capital invested

Capital invested by funds: $62.2M → $55.9M (-$6.25M)

71% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 24

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
24
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1
Prospera Financial Services
Texas
$8.98M -$1.7M -45,757 -15%
LPL Financial
2
LPL Financial
California
$7.92M +$1.64M +44,124 +24%
Morgan Stanley
3
Morgan Stanley
New York
$7.66M -$123K -3,300 -1%
Wells Fargo
4
Wells Fargo
California
$6.31M +$164K +4,403 +2%
Bank of America
5
Bank of America
North Carolina
$4.47M -$1.04M -28,067 -18%
UBS Group
6
UBS Group
Switzerland
$4.21M -$58.5K -1,573 -1%
Raymond James Financial
7
Raymond James Financial
Florida
$2.06M -$11.1K -299 -0.5%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.16M -$48.5K -1,305 -4%
GWM
9
Geneos Wealth Management
Colorado
$1.03M +$104K +2,800 +10%
SF
10
Sun Financial
Utah
$943K -$15.8K -426 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$795K -$16.7K -449 -2%
Mariner
12
Mariner
Kansas
$778K -$71.6K -1,925 -8%
OC
13
Oppenheimer & Co
New York
$692K -$21.9K -588 -3%
PAG
14
Private Advisor Group
New Jersey
$643K -$38.4K -1,033 -5%
WEG
15
World Equity Group
Illinois
$593K -$127K -3,430 -17%
AI
16
Atria Investments
North Carolina
$589K -$72.1K -1,940 -10%
PWS
17
Proactive Wealth Strategies
Georgia
$582K +$302K +8,118 +94%
KAS
18
Kestra Advisory Services
Texas
$558K +$104K +2,785 +21%
TWM
19
Trueblood Wealth Management
Ohio
$546K -$32.2K -866 -5%
PWA
20
PCG Wealth Advisors
Kansas
$525K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$513K -$1.31M -35,158 -70%
Citadel Advisors
22
Citadel Advisors
Florida
$476K +$508K +13,671 New
Osaic Holdings
23
Osaic Holdings
Arizona
$424K -$228K -6,129 -33%
NA
24
NewEdge Advisors
Louisiana
$423K -$17.6K -474 -4%
NB
25
NBT Bank
New York
$385K +$410K +11,019 +30,608%

FVC Hedge Fund Activity: Q1 2026 in Review

51 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q1 2026, worth a combined $55.9M — down 10% from $62.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FVC positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.64M. The largest seller was Prospera Financial Services, cutting an estimated $1.7M.

  • 51 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q1 2026, up from 49 in Q4 2025.
  • Funds reported $55.9M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q1 2026, down 10% quarter-over-quarter.
  • 6 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q1 2026 and 2 closed out, a net change of +4 holders.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q1 2026 was LPL Financial, an estimated $1.64M added.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q1 2026 was Prospera Financial Services, an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2026.