FV icon

First Trust Dorsey Wright Focus 5 ETF

306 hedge funds and large institutions have $2.42B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+16
Holders Change %
+5.52%
% of All Funds
4.43%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
35
Increased
104
Reduced
106
Closed
15
Calls
$268K
Puts
Net Calls
+$268K
Net Calls Change
+$268K
Name Holding Trade Value Shares
Change
Shares
Change %
MSFS
226
Main Street Financial Solutions
Pennsylvania
$244K +$9.85K +169 +4%
RJT
227
Raymond James Trust
Florida
$242K
CHC
228
City Holding Co
West Virginia
$239K
APA
229
Astoria Portfolio Advisors
New York
$236K
SDWMA
230
Schneider Downs Wealth Management Advisors
Pennsylvania
$228K
PWM
231
Prosperity Wealth Management
California
$226K +$226K +3,870 New
SWMP
232
Signature Wealth Management Partners
New Jersey
$225K -$9.44K -162 -4%
AssetMark Inc
233
AssetMark Inc
California
$223K +$13.1K +224 +6%
AWA
234
Acorn Wealth Advisors
Michigan
$220K -$7.52K -129 -3%
SVWAG
235
Sound View Wealth Advisors Group
Georgia
$216K +$216K +3,699 New
GVAG
236
Great Valley Advisor Group
Delaware
$215K +$58 +1 +0%
BCM
237
Brookstone Capital Management
Illinois
$213K
CCWM
238
Cassaday & Co Wealth Management
Virginia
$213K
SWA
239
Strategies Wealth Advisors
Michigan
$211K +$58 +1 +0%
EA
240
Ergawealth Advisors
Illinois
$210K +$210K +3,609 New
HIP
241
HUB Investment Partners
Texas
$208K -$15.5K -266 -7%
CG
242
Caprock Group
Idaho
$205K
PFA
243
Professional Financial Advisors
Nebraska
$204K
RFA
244
Register Financial Advisors
Georgia
$184K +$71.4K +1,226 +63%
RIA
245
Realta Investment Advisors
Delaware
$176K -$91.9K -1,535 -34%
OC
246
Oakworth Capital
Alabama
$175K
FFA
247
Farther Finance Advisors
California
$175K +$175K +2,996 New
SS
248
Sunbelt Securities
Texas
$157K +$58 +1 +0%
William Blair & Company
249
William Blair & Company
Illinois
$143K -$2.8K -48 -2%
CA
250
Clearstead Advisors
Ohio
$142K