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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
PFS
1
Prospera Financial Services
Texas
$11M -$541K -14,975 -5%
Morgan Stanley
2
Morgan Stanley
New York
$8.12M -$444K -12,295 -5%
LPL Financial
3
LPL Financial
California
$6.66M -$1.26M -34,929 -16%
Wells Fargo
4
Wells Fargo
California
$6.43M -$268K -7,406 -4%
Bank of America
5
Bank of America
North Carolina
$5.69M +$5.38K +149 +0.1%
UBS Group
6
UBS Group
Switzerland
$4.46M -$32.9K -909 -0.7%
Raymond James Financial
7
Raymond James Financial
Florida
$2.16M -$133K -3,686 -6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.81M +$784K +21,701 +77%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.26M -$353K -9,764 -22%
GRP
10
Global Retirement Partners
California
$1.16M +$4.37K +121 +0.4%
GWM
11
Geneos Wealth Management
Colorado
$976K -$181K -5,020 -16%
Mariner
12
Mariner
Kansas
$882K -$58.7K -1,623 -6%
SF
13
Sun Financial
Utah
$861K +$855K +23,667 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$846K -$5.02K -139 -0.6%
OC
15
Oppenheimer & Co
New York
$744K -$12.1K -336 -2%
WEG
16
World Equity Group
Illinois
$744K -$10K -277 -1%
PAG
17
Private Advisor Group
New Jersey
$709K -$162K -4,490 -19%
AI
18
Atria Investments
North Carolina
$685K -$32.8K -907 -5%
Osaic Holdings
19
Osaic Holdings
Arizona
$666K -$198K -5,474 -23%
TWM
20
Trueblood Wealth Management
Ohio
$602K +$3.87K +107 +0.7%
PWA
21
PCG Wealth Advisors
Kansas
$548K +$108 +3 +0%
Jane Street
22
Jane Street
New York
$535K +$532K +14,709 New
KAS
23
Kestra Advisory Services
Texas
$481K -$128K -3,549 -21%
NA
24
NewEdge Advisors
Louisiana
$459K +$33.4K +925 +8%
NB
25
NBT Bank
New York
$423K

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.