We are live on ! Find out more
FVC icon

First Trust Dorsey Wright Dynamic Focus 5 ETF

49 hedge funds and large institutions have $62.2M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% more ownership

Funds ownership: 57.41%58.53% (+1.1%)

0% more funds holding

Funds holding: 4949 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less capital invested

Capital invested by funds: $64.6M → $62.2M (-$2.44M)

59% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 22

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
26
Keystone Financial Group (Kentucky)
Kentucky
$411K +$408K +11,292 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$354K +$352K +9,733 New
PWS
28
Proactive Wealth Strategies
Georgia
$312K +$2.46K +68 +0.8%
EPA
29
Element Pointe Advisors
Florida
$283K
HIW
30
Holos Integrated Wealth
Pennsylvania
$279K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$246K -$37.3K -1,032 -13%
CPIG
32
Chicago Partners Investment Group
Illinois
$231K -$30.3K -837 -12%
ACMA
33
Arbor Capital Management (Alaska)
Alaska
$221K -$39.6K -1,097 -16%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$199K
PTC
35
Private Trust Company
Ohio
$125K
TWC
36
TD Waterhouse Canada
Ontario, Canada
$118K
Comerica Bank
37
Comerica Bank
Texas
$93.9K
WP
38
WealthShield Partners
North Carolina
$88.6K -$1.84K -51 -2%
MIM
39
MTM Investment Management
South Carolina
$86.8K
US Bancorp
40
US Bancorp
Minnesota
$50.5K +$434 +12 +0.9%
FFA
41
Founders Financial Alliance
North Carolina
$45.4K
AssetMark Inc
42
AssetMark Inc
California
$24.7K
JP Morgan Chase
43
JP Morgan Chase
New York
$11.7K -$4.95K -137 -30%
KFI
44
Key Financial Inc
Pennsylvania
$8.04K
ACA
45
Aptus Capital Advisors
Alabama
$7.27K
Fidelity Investments
46
Fidelity Investments
Massachusetts
$6.22K
EWA
47
EverSource Wealth Advisors
Alabama
$6.04K
NS
48
NBC Securities
Alabama
$5.91K +$36 +1 +0.6%
FFA
49
Farther Finance Advisors
California
$5.38K -$25K -691 -82%
HIS
50
Harvest Investment Services
Illinois
-$712K -19,734 Closed

FVC Hedge Fund Activity: Q4 2025 in Review

49 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q4 2025, worth a combined $62.2M — down 3.8% from $64.6M a quarter earlier.

Fund positioning in FVC was balanced in Q4 2025: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 22 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $784K. The largest seller was LPL Financial, cutting an estimated $1.26M.

  • 49 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $62.2M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q4 2025, down 3.8% quarter-over-quarter.
  • 4 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q4 2025 and 4 closed out, a net change of 0 holders.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $784K added.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q4 2025 was LPL Financial, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2025.