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First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

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: 49 → 51 (+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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.64M
2
Citadel Advisors
Citadel Advisors
Florida
+$508K
3
NB
NBT Bank
New York
+$410K
4
PWS
Proactive Wealth Strategies
Georgia
+$302K
5
Wells Fargo
Wells Fargo
California
+$164K

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$1.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31M
3
Bank of America
Bank of America
North Carolina
-$1.04M
4
Jane Street
Jane Street
New York
-$535K
5
Osaic Holdings
Osaic Holdings
Arizona
-$228K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
26
Keystone Financial Group (Kentucky)
Kentucky
$358K -$37.6K -1,012 -9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$333K -$6.1K -164 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$283K +$50.4K +1,355 +20%
EPA
29
Element Pointe Advisors
Florida
$271K – – –
HIW
30
Holos Integrated Wealth
Pennsylvania
$244K -$24.2K -650 -9%
CPIG
31
Chicago Partners Investment Group
Illinois
$222K -$2.12K -57 -1%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$191K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$136K +$146K +3,917 New
PTC
34
Private Trust Company
Ohio
$120K – – –
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$89.9K +$95.9K +2,581 New
WP
36
WealthShield Partners
North Carolina
$84.9K – – –
MIM
37
MTM Investment Management
South Carolina
$83.2K – – –
TWC
38
TD Waterhouse Canada
Ontario, Canada
$64K -$53.4K -1,437 -44%
FFA
39
Founders Financial Alliance
North Carolina
$43.5K – – –
US Bancorp
40
US Bancorp
Minnesota
$39.2K -$9.78K -263 -19%
AssetMark Inc
41
AssetMark Inc
California
$23.6K – – –
AP
42
Advisortrust Partners
North Carolina
$11.5K +$12.3K +331 New
JP Morgan Chase
43
JP Morgan Chase
New York
$10.8K – – –
KFI
44
Key Financial Inc
Pennsylvania
$7.7K – – –
ACA
45
Aptus Capital Advisors
Alabama
$6.97K – – –
GWANC
46
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.97K +$7.43K +200 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$5.96K – – –
EWA
48
EverSource Wealth Advisors
Alabama
$5.78K – – –
NS
49
NBC Securities
Alabama
$5.66K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$3.83K +$4.09K +110 New
1
2
3

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.