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First Trust Dorsey Wright Focus 5 ETF

271 hedge funds and large institutions have $2.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 113 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
3.97%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.18%
New
40
Increased
71
Reduced
113
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TSWM
226
Tyler-Stone Wealth Management
Ohio
$126K
NFA
227
Northwest Financial Advisors
Virginia
$121K +$121K +2,344 New
ACA
228
Aptus Capital Advisors
Alabama
$116K -$148K -2,878 -56%
GWANC
229
Guardian Wealth Advisors (North Carolina)
North Carolina
$116K -$148K -2,878 -56%
WP
230
WealthShield Partners
North Carolina
$111K
AWM
231
Able Wealth Management
New Jersey
$110K +$110K +2,143 New
IGWM
232
ICA Group Wealth Management
Colorado
$110K +$110K +2,140 New
FWP
233
FAS Wealth Partners
Kansas
$104K +$103 +2 +0.1%
CA
234
Clearstead Advisors
Ohio
$102K -$102K -1,985 -50%
PS
235
Principal Securities
Iowa
$98.9K +$98.9K +1,918 New
GI
236
GAMMA Investing
California
$92.3K +$92.3K +1,776 New
HGERS
237
Householder Group Estate & Retirement Specialist
Arizona
$89K -$411K -7,990 -82%
CCMI
238
Creative Capital Management Investments
California
$83.2K
WWM
239
Wagner Wealth Management
South Carolina
$80.5K
MIM
240
MTM Investment Management
South Carolina
$79.4K
CMA
241
Cedar Mountain Advisors
Oregon
$78.1K +$52 +1 +0.1%
GFPC
242
Global Financial Private Client
Florida
$77.1K
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$75.4K
TLCM
244
Twin Lakes Capital Management
California
$66.7K
LIA
245
Luken Investment Analytics
Tennessee
$65.7K
AA
246
Ancora Advisors
Ohio
$61.9K
PP
247
Pacifica Partners
Canada
$61.1K
AF
248
Allworth Financial
California
$56.7K
PWM
249
Partnership Wealth Management
Maryland
$49.4K +$49.4K +950 New
TWM
250
Tradition Wealth Management
Minnesota
$48K