FV icon

First Trust Dorsey Wright Focus 5 ETF
FV

Overview Fund Activity

253 hedge funds and large institutions have $2.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
28
Increased
75
Reduced
107
Closed
15
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
+$220K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.6M
2
PFS
Prospera Financial Services
Texas
+$34.2M
3
NA
NewEdge Advisors
Louisiana
+$17.7M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$6.32M

Top Sellers

1
OCM
One Capital Management
California
-$28.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$27.3M
3
Bank of America
Bank of America
North Carolina
-$10.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.03M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$6.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
226
Ancora Advisors
Ohio
$56.3K – – –
AF
227
Allworth Financial
California
$51.5K +$11.3K +240 +28%
S
228
SignatureFD
Georgia
$50.1K – – –
OLVIG
229
Oliver Lagore Vanvalin Investment Group
Michigan
$48.9K +$48.9K +1,042 New
TWM
230
Tradition Wealth Management
Minnesota
$44K – – –
LWANC
231
Laurel Wealth Advisors (North Carolina)
North Carolina
$39.9K – – –
OA
232
Operose Advisors
Wisconsin
$34.4K – – –
QCG
233
Quadrant Capital Group
Ohio
$27.3K +$27.3K +581 New
GI
234
Gradient Investments
Minnesota
$23.6K – – –
BEI
235
Benjamin Edwards Inc
Missouri
$23K +$239 +5 +1%
NIC
236
Northwest Investment Counselors
Oregon
$19.9K – – –
AIM
237
Anchor Investment Management
South Carolina
$19K – – –
GWSG
238
GPS Wealth Strategies Group
Colorado
$17.9K +$94 +2 +0.5%
BWM
239
BerganKDV Wealth Management
Minnesota
$17.5K +$17.5K +374 New
FP
240
Financial Perspectives
Minnesota
$14.9K – – –
KFI
241
Key Financial Inc
Pennsylvania
$12.9K – – –
CSC
242
Caldwell Sutter Capital
California
$11K +$11K +235 New
TRCT
243
Tower Research Capital (TRC)
New York
$9.52K +$9.52K +203 New
RFA
244
Register Financial Advisors
Georgia
$9.38K – – –
PA
245
PSI Advisors
Florida
$8.35K – – –
FHA
246
First Horizon Advisors
Tennessee
$6.9K +$6.9K +147 New
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
$5.95K – – –
WWP
248
WR Wealth Planners
Missouri
$5.74K – – –
PA
249
Parallel Advisors
California
$4.03K – – –
RCM
250
Raleigh Capital Management
North Carolina
$1.64K -$15.5K -331 -90%
7 8 9
10
11