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First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

55 hedge funds and large institutions have $80.3M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

4% more funds holding

Funds holding: 53 → 55 (+2)

1.39% more ownership

Funds ownership: 59.44% → 60.83% (+1.4%)

3% less capital invested

Capital invested by funds: $82.5M → $80.3M (-$2.29M)

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$3.91M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.71M
3
GWM
Geneos Wealth Management
Colorado
+$1.19M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$536K
5
Osaic Holdings
Osaic Holdings
Arizona
+$434K

Top Sellers

1
LPL Financial
LPL Financial
California
-$2.17M
2
UBS Group
UBS Group
Switzerland
-$551K
3
Morgan Stanley
Morgan Stanley
New York
-$499K
4
KAS
Kestra Advisory Services
Texas
-$463K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$412K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$514K +$536K +14,624 New
NB
27
NBT Bank
New York
$428K -$52.7K -1,437 -11%
KFGK
28
Keystone Financial Group (Kentucky)
Kentucky
$401K -$43.3K -1,182 -9%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$308K +$39.4K +1,075 +14%
ACMA
30
Arbor Capital Management (Alaska)
Alaska
$304K +$1.28K +35 +0.4%
PWS
31
Proactive Wealth Strategies
Georgia
$298K +$9.6K +262 +3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$294K +$220 +6 +0.1%
AWS
33
Atria Wealth Solutions
New York
$284K -$53K -1,447 -15%
HIW
34
Holos Integrated Wealth
Pennsylvania
$281K – – –
EPA
35
Element Pointe Advisors
Florida
$274K – – –
NA
36
NewEdge Advisors
Louisiana
$235K +$4.95K +135 +2%
CPIG
37
Chicago Partners Investment Group
Illinois
$233K +$246K +6,717 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$212K -$3.7K -101 -2%
PTC
39
Private Trust Company
Ohio
$130K – – –
Comerica Bank
40
Comerica Bank
Texas
$90.8K – – –
WP
41
WealthShield Partners
North Carolina
$87.5K +$1.87K +51 +2%
MIM
42
MTM Investment Management
South Carolina
$84.2K – – –
FFA
43
Founders Financial Alliance
North Carolina
$43.9K – – –
GSWM
44
Golden State Wealth Management
California
$14.4K +$73 +2 +0.5%
JP Morgan Chase
45
JP Morgan Chase
New York
$11.3K -$1.28K -35 -10%
IRC
46
Investors Research Corp
Georgia
$11K – – –
HI
47
Harbour Investments
Wisconsin
$9.03K +$37 +1 +0.4%
KFI
48
Key Financial Inc
Pennsylvania
$7.78K – – –
ACA
49
Aptus Capital Advisors
Alabama
$7.04K – – –
GWANC
50
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.04K – – –
1
2
3

FVC Hedge Fund Activity: Q1 2025 in Review

55 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q1 2025, worth a combined $80.3M — down 2.8% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FVC positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $3.91M. The largest seller was LPL Financial, cutting an estimated $2.17M.

  • 55 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q1 2025, up from 53 in Q4 2024.
  • Funds reported $80.3M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q1 2025, down 2.8% quarter-over-quarter.
  • 6 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q1 2025 was Raymond James Financial, an estimated $3.91M added.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q1 2025 was LPL Financial, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2025.