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First Trust Dorsey Wright Focus 5 ETF

282 hedge funds and large institutions have $2.36B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+11
Holders Change %
+4.06%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
33
Increased
85
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
$212K -$457K -7,989 -68%
GVAG
227
Great Valley Advisor Group
Delaware
$211K +$211K +3,696 New
EWM
228
Endowment Wealth Management
Wisconsin
$203K -$2.65M -46,376 -93%
WE
229
Wealth Effects
Massachusetts
$201K +$201K +3,514 New
Jones Financial Companies
230
Jones Financial Companies
Missouri
$185K +$185K +3,234 New
SS
231
Sunbelt Securities
Texas
$154K -$24.7K -432 -14%
William Blair & Company
232
William Blair & Company
Illinois
$143K -$38.4K -670 -21%
TSWM
233
Tyler-Stone Wealth Management
Ohio
$140K
CA
234
Clearstead Advisors
Ohio
$136K +$25.1K +450 +23%
ACA
235
Aptus Capital Advisors
Alabama
$129K
GWANC
236
Guardian Wealth Advisors (North Carolina)
North Carolina
$129K
WP
237
WealthShield Partners
North Carolina
$124K +$114 +2 +0.1%
IGWM
238
ICA Group Wealth Management
Colorado
$122K
FWP
239
FAS Wealth Partners
Kansas
$115K
PS
240
Principal Securities
Iowa
$110K
PTC
241
Private Trust Company
Ohio
$103K -$65.1K -1,137 -39%
GI
242
GAMMA Investing
California
$102K
RFA
243
Register Financial Advisors
Georgia
$99.4K +$99.4K +1,736 New
CCMI
244
Creative Capital Management Investments
California
$92.3K
WWM
245
Wagner Wealth Management
South Carolina
$89.4K +$57 +1 +0.1%
MIM
246
MTM Investment Management
South Carolina
$88.1K
CMA
247
Cedar Mountain Advisors
Oregon
$86.8K +$57 +1 +0.1%
GFPC
248
Global Financial Private Client
Florida
$85.7K
TLCM
249
Twin Lakes Capital Management
California
$74K
PP
250
Pacifica Partners
Canada
$73.1K