First Trust Dorsey Wright Focus 5
FV • NASDAQ
First Trust Dorsey Wright Focus 5 is an exchange-traded fund on NASDAQ. As of Q3 2025, 306 institutional investors hold shares in this ETF, with total holdings valued at $2.4B. MORGAN STANLEY is the largest holder with a position valued at $372.4M.
Overview
Overview of institutional ownership in FV as of Q3 2025
All Institutions
- Institutions
- 306
- Value Held
- $2.4B
- Shares Held
- 39.2M
- Avg Position
- $7.9M
- Median Position
- $814.2K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $5.9M
- Shares Held
- 94.7K
- Avg Position
- $1.5M
- Median Position
- $1.1M
Biggest Investors
Institutions with the largest positions in FV as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $372.4M 0.02% of portfolio |
L LPL Financial LLC Institution | $276.6M 0.08% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $228.3M 0.05% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $153.4M 0.22% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $139.7M 0.04% of portfolio |
 UBS Group AG Institution | $84.5M 0.02% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $84.3M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $71.6M 0.01% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $58.2M 0.27% of portfolio |
A Advisor Group Holdings, Inc. Institution | $55.7M 0.08% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FV in Q3 2025
- Traded
- −$61.2M
- Buyers
- 114
- Sellers
- 137
- Total Bought
- +$52.8M
- Total Sold
- −$114.0M
- Avg Position
- $7.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$6.1M +99.6K shares |
Goss Wealth Management LLC RIA/Wealth | +$6.0M +96.6K shares |
 Gateway Wealth Partners, LLC RIA/Wealth | +$5.3M +84.9K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$3.6M +58.2K shares |
L LPL Financial LLC Institution | +$3.0M +49.0K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$2.8M +45.8K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$2.7M +43.4K shares |
+$1.9M +30.1K shares | |
D DAYMARK WEALTH PARTNERS, LLC RIA/Wealth | +$1.8M +29.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.7M +28.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$23.3M −375.8K shares |
WELLS FARGO & COMPANY/MN Institution | −$15.2M −246.1K shares |
MORGAN STANLEY RIA/Wealth | −$13.1M −212.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$6.7M −107.7K shares |
 Kingstone Capital Partners Texas, LLC RIA/Wealth | −$4.3M −72.0K shares |
−$3.3M −53.7K shares | |
L Laurel Wealth Advisors LLC RIA/Wealth | −$3.0M −50.4K shares |
 Cetera Investment Advisers RIA/Wealth | −$2.9M −46.8K shares |
R ROYAL BANK OF CANADA Institution | −$2.3M −36.4K shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | −$2.0M −32.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FV in Q3 2025
- New Positions
- 8
- New Value
- $436.3K
- Exited Positions
- 17
- Exited Value
- $13.8M
New Positions
| Institution | Position Value |
|---|---|
 Buckingham Strategic Partners RIA/Wealth | $236.4K 3.8K shares |
 ST GERMAIN D J CO INC RIA/Wealth | $56.2K 907.0 shares |
 BURKETT FINANCIAL SERVICES, LLC RIA/Wealth | $51.1K 825.0 shares |
 Asset Dedication, LLC RIA/Wealth | $42.8K 692.0 shares |
 O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager | $25.7K 415.0 shares |
H HAZLETT, BURT & WATSON, INC. Institution | $19.6K 316.0 shares |
 West Branch Capital LLC RIA/Wealth | $4.0K 64.0 shares |
R Root Financial Partners, LLC RIA/Wealth | $619.0 10.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Kingstone Capital Partners Texas, LLC RIA/Wealth | $4.3M 72.0K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | $3.0M 50.4K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | $1.3M 22.5K shares |
$1.1M 19.1K shares | |
 L.M. KOHN & COMPANY RIA/Wealth | $827.9K 14.0K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | $696.8K 11.8K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $607.3K 10.2K shares |
 Sargent Investment Group, LLC RIA/Wealth | $519.4K 8.6K shares |
GGM Financials LLC RIA/Wealth | $336.3K 5.7K shares |
 AMERIPRISE FINANCIAL INC Institution | $282.5K 4.8K shares |
Options Activity
Institutions with the largest Call and Put options positions in FV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 SAR WEALTH MANAGEMENT GROUP, LLC RIA/Wealth | 16.42% $28.8M |
 Proactive Wealth Strategies LLC RIA/Wealth | 8.34% $19.4M |
 Frederick Financial Consultants, LLC RIA/Wealth | 6.65% $11.8M |
 HFG Advisors, Inc. RIA/Wealth | 6.44% $8.7M |
 Madrona Financial Services, LLC Private Equity | 5.45% $24.6M |
 Concentrum Wealth Management RIA/Wealth | 4.13% $10.6M |
 Cushing Capital Partners, LLC RIA/Wealth | 2.44% $3.1M |
 MUIRFIELD WEALTH ADVISORS LLC RIA/Wealth | 2.38% $3.2M |
 Morey & Quinn Wealth Partners, LLC RIA/Wealth | 2.37% $3.2M |
F Fusion Capital, LLC RIA/Wealth | 2.02% $6.9M |
Hedge Fund Spotlight
Discover hedge funds investing in FV
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in First Trust Dorsey Wright Focus 5
- Market Value
- $1.7M
- Shares Held
- 28.1K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
