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First Trust Dorsey Wright Dynamic Focus 5 ETF

49 hedge funds and large institutions have $64.6M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.74% less ownership

Funds ownership: 62.15%57.41% (-4.7%)

9% less funds holding

Funds holding: 5449 (-5)

18% less capital invested

Capital invested by funds: $78.4M → $64.6M (-$13.8M)

63% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 27

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
10
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1
Prospera Financial Services
Texas
$11.5M -$389K -10,841 -3%
Morgan Stanley
2
Morgan Stanley
New York
$8.49M -$711K -19,798 -8%
LPL Financial
3
LPL Financial
California
$7.87M -$371K -10,339 -5%
Wells Fargo
4
Wells Fargo
California
$6.64M -$806K -22,453 -11%
Bank of America
5
Bank of America
North Carolina
$5.64M -$20.7K -577 -0.4%
UBS Group
6
UBS Group
Switzerland
$4.45M -$318K -8,861 -7%
Raymond James Financial
7
Raymond James Financial
Florida
$2.28M -$10.2M -284,919 -82%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.6M -$130K -3,608 -8%
GWM
9
Geneos Wealth Management
Colorado
$1.15M -$10.8K -300 -0.9%
GRP
10
Global Retirement Partners
California
$1.15M +$86.9K +2,419 +8%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.02M +$800K +22,268 +376%
Mariner
12
Mariner
Kansas
$934K +$43.6K +1,213 +5%
PAG
13
Private Advisor Group
New Jersey
$865K -$783K -21,799 -48%
Osaic Holdings
14
Osaic Holdings
Arizona
$858K -$23K -641 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$844K -$247K -6,891 -23%
OC
16
Oppenheimer & Co
New York
$750K -$23.5K -655 -3%
WEG
17
World Equity Group
Illinois
$748K -$10.1K -280 -1%
AI
18
Atria Investments
North Carolina
$713K +$2.48K +69 +0.4%
HIS
19
Harvest Investment Services
Illinois
$712K -$1.19K -33 -0.2%
OIA
20
OneDigital Investment Advisors
Kansas
$648K -$13.6K -379 -2%
KAS
21
Kestra Advisory Services
Texas
$606K -$372K -10,356 -38%
TWM
22
Trueblood Wealth Management
Ohio
$593K -$4.85K -135 -0.8%
PWA
23
PCG Wealth Advisors
Kansas
$543K
NA
24
NewEdge Advisors
Louisiana
$422K -$2.55K -71 -0.6%
NB
25
NBT Bank
New York
$419K -$436K -12,134 -100%

FVC Hedge Fund Activity: Q3 2025 in Review

49 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q3 2025, worth a combined $64.6M — down 18% from $78.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FVC and 0 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 10 added.

The largest buyer was Susquehanna International Group, adding an estimated $800K. The largest seller was Raymond James Financial, cutting an estimated $10.2M.

  • 49 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q3 2025, down from 54 in Q2 2025.
  • Funds reported $64.6M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q3 2025, down 18% quarter-over-quarter.
  • 0 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q3 2025 and 5 closed out, a net change of -5 holders.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q3 2025 was Susquehanna International Group, an estimated $800K added.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q3 2025 was Raymond James Financial, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2025.