FV icon

First Trust Dorsey Wright Focus 5 ETF

251 hedge funds and large institutions have $1.97B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
4%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
19
Increased
86
Reduced
101
Closed
18
Calls
$1.15M
Puts
Net Calls
+$1.15M
Net Calls Change
+$927K
Name Holding Trade Value Shares
Change
Shares
Change %
PP
226
Pacifica Partners
Canada
$55.9K
FAM
227
Flaharty Asset Management
Florida
$53.2K +$53.2K +1,200 New
AA
228
Ancora Advisors
Ohio
$53.2K
AF
229
Allworth Financial
California
$48.7K +$44 +1 +0.1%
HNB
230
Huntington National Bank
Ohio
$47.7K -$985
OLVIG
231
Oliver Lagore Vanvalin Investment Group
Michigan
$46.2K
TWM
232
Tradition Wealth Management
Minnesota
$41K
LWANC
233
Laurel Wealth Advisors (North Carolina)
North Carolina
$37.7K
OA
234
Operose Advisors
Wisconsin
$32.5K
QCG
235
Quadrant Capital Group
Ohio
$25.7K
GI
236
Gradient Investments
Minnesota
$22.3K
BEI
237
Benjamin Edwards Inc
Missouri
$21K
Legacy Financial Group (Iowa)
238
Legacy Financial Group (Iowa)
Iowa
$21K +$21K +474 New
AIM
239
Anchor Investment Management
South Carolina
$17.9K
GWSG
240
GPS Wealth Strategies Group
Colorado
$17K
BTI
241
Blue Trust Inc
Georgia
$16K +$16K +343 New
FP
242
Financial Perspectives
Minnesota
$14K
KFI
243
Key Financial Inc
Pennsylvania
$12.2K
CSC
244
Caldwell Sutter Capital
California
$10.4K
RFA
245
Register Financial Advisors
Georgia
$8.86K
IHWM
246
Iron Horse Wealth Management
Iowa
$7.89K +$7.89K +178 New
FHA
247
First Horizon Advisors
Tennessee
$6.51K
WWP
248
WR Wealth Planners
Missouri
$5.42K
PMFA
249
Plante Moran Financial Advisors
Michigan
$4.56K +$4.56K +103 New
PA
250
Parallel Advisors
California
$3.81K