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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

329 hedge funds and large institutions have $3.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+23
Holders Change %
+7.52%
% of All Funds
4.38%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
53
Increased
99
Reduced
114
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$20.2M
2
LPL Financial
LPL Financial
California
$264M
3
OP
ORG Partners
Indiana
$11M
4
EP
Essential Planning
New Hampshire
$5.84M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$30.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$938K
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$594M
3
Morgan Stanley
Morgan Stanley
New York
$393M
4
UBS Group
UBS Group
Switzerland
$82.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UPS
226
UHLMANN PRICE SECURITIES
Illinois
$300K – – –
CPIG
227
Chicago Partners Investment Group
Illinois
$295K +$5.12K +86 +2%
FFN
228
Focus Financial Network
Minnesota
$292K +$177 +3 +0.1%
TSWM
229
Tyler-Stone Wealth Management
Ohio
$288K – – –
WAM
230
WealthTrust Asset Management
Florida
$286K +$118 +2 +0%
BW
231
Bison Wealth
Georgia
$279K -$14.9K -252 -5%
CAG
232
Csenge Advisory Group
Florida
$275K -$28.5K -483 -9%
TPI
233
Trust Point Inc
Wisconsin
$271K – – –
SAM
234
Strategy Asset Managers
California
$270K -$30.3K -513 -10%
IWN
235
Independent Wealth Network
Iowa
$269K -$12.3K -209 -4%
QCM
236
Quantinno Capital Management
New York
$266K – – –
MC
237
Moors & Cabot
Massachusetts
$259K – – –
SCM
238
Saxony Capital Management
Missouri
$257K -$5.2K -88 -2%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$257K -$23.3K -395 -8%
VWS
240
Virtus Wealth Solutions
New Jersey
$257K +$257K +4,349 New
AFAS
241
Acorn Financial Advisory Services
Virginia
$255K -$77.6K -1,314 -23%
JWM
242
JPL Wealth Management
Colorado
$248K +$248K +4,199 New
AG
243
AmeriFlex Group
Nevada
$235K +$235K +3,779 New
APA
244
Astoria Portfolio Advisors
New York
$235K – – –
SDWMA
245
Schneider Downs Wealth Management Advisors
Pennsylvania
$231K +$59 +1 +0%
SWA
246
Strategies Wealth Advisors
Michigan
$225K +$124 +2 +0.1%
TWA
247
Trace Wealth Advisors
California
$221K +$221K +3,750 New
MFA
248
Mayflower Financial Advisors
Massachusetts
$221K +$221K +3,748 New
SWMP
249
Signature Wealth Management Partners
New Jersey
$221K -$7.21K -122 -3%
AWA
250
Acorn Wealth Advisors
Michigan
$221K -$2.13K -36 -1%
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