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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

290 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
30
Increased
86
Reduced
116
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$102M
2
MWM
Meridian Wealth Management
Kentucky
+$3.68M
3
Wells Fargo
Wells Fargo
California
+$2.61M
4
Stifel Financial
Stifel Financial
Missouri
+$2.41M
5
LPL Financial
LPL Financial
California
+$2.27M

Top Sellers

1
OCM
One Capital Management
California
-$22.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$15M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.31M
4
RJA
Raymond James & Associates
Florida
-$4.16M
5
FTS
Fifth Third Securities
Ohio
-$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWM
226
Cassaday & Co Wealth Management
Virginia
$209K +$209K +3,648 New
SWA
227
Strategies Wealth Advisors
Michigan
$208K -$41K -716 -16%
AssetMark Inc
228
AssetMark Inc
California
$206K +$172K +3,001 +498%
CG
229
Caprock Group
Idaho
$202K +$202K +3,526 New
FTS
230
Fifth Third Securities
Ohio
$201K -$3.64M -63,588 -95%
PFA
231
Professional Financial Advisors
Nebraska
$200K +$200K +3,494 New
FNWA
232
Financial Network Wealth Advisors
Utah
$183K +$183K +3,200 New
OC
233
Oakworth Capital
Alabama
$172K -$172K -3,000 -50%
SS
234
Sunbelt Securities
Texas
$154K – – –
PS
235
Principal Securities
Iowa
$151K +$41.3K +722 +38%
William Blair & Company
236
William Blair & Company
Illinois
$143K – – –
TSWM
237
Tyler-Stone Wealth Management
Ohio
$140K – – –
CA
238
Clearstead Advisors
Ohio
$139K – – –
WP
239
WealthShield Partners
North Carolina
$124K +$57 +1 +0%
BlackRock
240
BlackRock
New York
$121K +$121K +2,106 New
FWP
241
FAS Wealth Partners
Kansas
$115K +$57 +1 +0%
RFA
242
Register Financial Advisors
Georgia
$111K +$11.5K +200 +12%
PTC
243
Private Trust Company
Ohio
$103K -$687 -12 -0.7%
ACA
244
Aptus Capital Advisors
Alabama
$103K -$26.2K -457 -20%
GWANC
245
Guardian Wealth Advisors (North Carolina)
North Carolina
$100K -$28.6K -500 -22%
AWM
246
Avior Wealth Management
Nebraska
$94.5K +$94.5K +1,650 New
CCMI
247
Creative Capital Management Investments
California
$92.4K – – –
WWM
248
Wagner Wealth Management
South Carolina
$89.5K – – –
MIM
249
MTM Investment Management
South Carolina
$88.2K – – –
CMA
250
Cedar Mountain Advisors
Oregon
$86.9K +$57 +1 +0.1%
8 9
10
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