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First Trust Dorsey Wright Dynamic Focus 5 ETF

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: 5355 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1
Prospera Financial Services
Texas
$11.2M -$212K -5,791 -2%
Morgan Stanley
2
Morgan Stanley
New York
$9.13M -$499K -13,623 -5%
LPL Financial
3
LPL Financial
California
$8.36M -$2.17M -59,085 -20%
Raymond James Financial
4
Raymond James Financial
Florida
$7.56M +$3.91M +106,682 +99%
UBS Group
5
UBS Group
Switzerland
$7.09M -$551K -15,041 -7%
Wells Fargo
6
Wells Fargo
California
$6.78M -$28.2K -770 -0.4%
Bank of America
7
Bank of America
North Carolina
$5.55M -$285K -7,772 -5%
TWC
8
TD Waterhouse Canada
Ontario, Canada
$4.66M -$45.6K -1,243 -0.9%
Citadel Advisors
9
Citadel Advisors
Florida
$1.65M +$1.71M +46,794 New
GWM
10
Geneos Wealth Management
Colorado
$1.63M +$1.19M +32,575 +238%
PAG
11
Private Advisor Group
New Jersey
$1.62M -$148K -4,026 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.1M -$185K -5,040 -14%
Mariner
13
Mariner
Kansas
$1.07M -$88.3K -2,409 -7%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$958K -$3.33K -91 -0.3%
AI
15
Atria Investments
North Carolina
$864K -$77.7K -2,119 -8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$781K -$412K -11,244 -34%
OC
17
Oppenheimer & Co
New York
$756K -$5.5K -150 -0.7%
HIS
18
Harvest Investment Services
Illinois
$694K
KAS
19
Kestra Advisory Services
Texas
$675K -$463K -12,627 -40%
WEG
20
World Equity Group
Illinois
$668K +$198K +5,407 +40%
Osaic Holdings
21
Osaic Holdings
Arizona
$632K +$434K +11,845 +194%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$605K +$31K +847 +5%
OIA
23
OneDigital Investment Advisors
Kansas
$600K -$304K -8,290 -33%
TWM
24
Trueblood Wealth Management
Ohio
$532K
PWA
25
PCG Wealth Advisors
Kansas
$530K

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.