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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

242 hedge funds and large institutions have $1.87B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
25
Increased
105
Reduced
76
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$28.9M
2
UBS Group
UBS Group
Switzerland
+$16.2M
3
LPL Financial
LPL Financial
California
+$11M
4
Osaic Holdings
Osaic Holdings
Arizona
+$10.3M
5
NA
NewEdge Advisors
Louisiana
+$9.39M

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$6.86M
2
AWM
AE Wealth Management
Kansas
-$6.68M
3
Morgan Stanley
Morgan Stanley
New York
-$4.05M
4
MCC
Money Concepts Capital
Florida
-$3.05M
5
Ameriprise
Ameriprise
Minnesota
-$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
226
Northwest Investment Counselors
Oregon
$19.2K -$22.5K -500 -54%
AIM
227
Anchor Investment Management
South Carolina
$18.3K – – –
GWSG
228
GPS Wealth Strategies Group
Colorado
$17.2K +$17.2K +381 New
RCM
229
Raleigh Capital Management
North Carolina
$16.5K +$15.4K +341 +1,364%
FP
230
Financial Perspectives
Minnesota
$14.3K – – –
KFI
231
Key Financial Inc
Pennsylvania
$12.4K – – –
Qube Research & Technologies (QRT)
232
Qube Research & Technologies (QRT)
United Kingdom
$9.02K -$786K -17,430 -99%
RFA
233
Register Financial Advisors
Georgia
$9.02K – – –
PA
234
PSI Advisors
Florida
$8.02K +$8.02K +178 New
RWPA
235
Richard W. Paul & Associates
Michigan
$5.86K – – –
WWP
236
WR Wealth Planners
Missouri
$5.51K – – –
JAWM
237
J. Arnold Wealth Management
Ohio
$4.51K – – –
PA
238
Parallel Advisors
California
$3.88K – – –
HNB
239
Huntington National Bank
Ohio
$3.29K -$978 – –
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$2.48K +$2.48K +55 New
APC
241
Aspire Private Capital
North Carolina
$676 +$225 +5 +50%
WP
242
WealthPLAN Partners
Nebraska
$135 +$135 +3 New
BWA
243
BDO Wealth Advisors
Florida
$46 +$46 +1 New
MCC
244
Money Concepts Capital
Florida
– -$3.05M -65,608 Closed
Ameriprise
245
Ameriprise
Minnesota
– -$2.7M -58,097 Closed
JWM
246
Jackson Wealth Management
Florida
– -$2.03M -43,694 Closed
SFS
247
Sowell Financial Services
Arkansas
– -$1.47M -31,537 Closed
SG
248
StoneX Group
New York
– -$1.4M -30,153 Closed
IWA
249
IBEX Wealth Advisors
New Jersey
– -$901K -19,362 Closed
UCFA
250
United Capital Financial Advisors
Texas
– -$846K -18,164 Closed
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