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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
Raymond James Financial
1
Raymond James Financial
Florida
$12.4M +$4.65M +133,233 +62%
PFS
2
Prospera Financial Services
Texas
$11.7M +$414K +11,855 +4%
Morgan Stanley
3
Morgan Stanley
New York
$9.07M -$154K -4,426 -2%
LPL Financial
4
LPL Financial
California
$8.12M -$317K -9,096 -4%
Wells Fargo
5
Wells Fargo
California
$7.34M +$490K +14,036 +7%
Bank of America
6
Bank of America
North Carolina
$5.58M -$28.1K -806 -0.5%
UBS Group
7
UBS Group
Switzerland
$4.7M -$2.41M -69,231 -34%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.71M +$727K +20,835 +77%
PAG
9
Private Advisor Group
New Jersey
$1.63M -$8.65K -248 -0.5%
GWM
10
Geneos Wealth Management
Colorado
$1.14M -$492K -14,103 -30%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.08M -$39.4K -1,129 -4%
GRP
12
Global Retirement Partners
California
$1.04M +$1.03M +29,401 New
KAS
13
Kestra Advisory Services
Texas
$964K +$278K +7,971 +42%
Mariner
14
Mariner
Kansas
$877K -$202K -5,777 -19%
Osaic Holdings
15
Osaic Holdings
Arizona
$868K +$226K +6,467 +36%
OC
16
Oppenheimer & Co
New York
$762K -$1.43K -41 -0.2%
WEG
17
World Equity Group
Illinois
$746K +$77.2K +2,212 +12%
HIS
18
Harvest Investment Services
Illinois
$702K +$1.15K +33 +0.2%
AI
19
Atria Investments
North Carolina
$699K -$170K -4,866 -20%
OIA
20
OneDigital Investment Advisors
Kansas
$652K +$45.6K +1,308 +8%
TWM
21
Trueblood Wealth Management
Ohio
$589K +$50.9K +1,458 +10%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$566K -$44.8K -1,283 -7%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$554K -$4.08M -116,838 -88%
PWA
24
PCG Wealth Advisors
Kansas
$535K
NB
25
NBT Bank
New York
$432K

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.