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First Trust Dorsey Wright Dynamic Focus 5 ETF

54 hedge funds and large institutions have $78.4M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.32% more ownership

Funds ownership: 60.83%62.15% (+1.3%)

2% less capital invested

Capital invested by funds: $80.3M → $78.4M (-$1.85M)

2% less funds holding

Funds holding: 5554 (-1)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$418K +$177K +5,071 +76%
KFGK
27
Keystone Financial Group (Kentucky)
Kentucky
$405K
PWS
28
Proactive Wealth Strategies
Georgia
$303K +$2.02K +58 +0.7%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$297K -$13.7K -393 -4%
ACMA
30
Arbor Capital Management (Alaska)
Alaska
$281K -$28K -803 -9%
EPA
31
Element Pointe Advisors
Florida
$277K
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$273K -$22.9K -657 -8%
HIW
33
Holos Integrated Wealth
Pennsylvania
$270K -$15.3K -438 -5%
CPIG
34
Chicago Partners Investment Group
Illinois
$244K +$2.51K +72 +1%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$211K -$567K -16,261 -73%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$204K -$10.2K -293 -5%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$195K +$191K +5,476 New
PTC
38
Private Trust Company
Ohio
$131K
Comerica Bank
39
Comerica Bank
Texas
$91.7K
WP
40
WealthShield Partners
North Carolina
$88.4K
MIM
41
MTM Investment Management
South Carolina
$84.8K
US Bancorp
42
US Bancorp
Minnesota
$44.5K +$43.7K +1,252 New
FFA
43
Founders Financial Alliance
North Carolina
$44.3K
FFA
44
Farther Finance Advisors
California
$29.8K +$24.1K +691 +467%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$11.4K +$5.23K +150 +88%
JP Morgan Chase
46
JP Morgan Chase
New York
$11.4K
IRC
47
Investors Research Corp
Georgia
$11.1K
AssetMark Inc
48
AssetMark Inc
California
$10.7K +$10.5K +300 New
KFI
49
Key Financial Inc
Pennsylvania
$7.85K
ACA
50
Aptus Capital Advisors
Alabama
$7.11K

FVC Hedge Fund Activity: Q2 2025 in Review

54 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q2 2025, worth a combined $78.4M — down 2.3% from $80.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FVC and 4 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 16 added.

The largest buyer was Raymond James Financial, adding an estimated $4.65M. The largest seller was TD Waterhouse Canada, cutting an estimated $4.08M.

  • 54 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q2 2025, down from 55 in Q1 2025.
  • Funds reported $78.4M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q2 2025, down 2.3% quarter-over-quarter.
  • 4 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q2 2025 and 5 closed out, a net change of -1 holder.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q2 2025 was Raymond James Financial, an estimated $4.65M added.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q2 2025 was TD Waterhouse Canada, an estimated $4.08M sold.

Based on aggregated 13F filings for Q2 2025.