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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

253 hedge funds and large institutions have $2.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
28
Increased
75
Reduced
107
Closed
15
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
+$220K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.6M
2
PFS
Prospera Financial Services
Texas
+$34.2M
3
NA
NewEdge Advisors
Louisiana
+$17.7M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$6.32M

Top Sellers

1
OCM
One Capital Management
California
-$28.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$27.3M
3
Bank of America
Bank of America
North Carolina
-$10.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.03M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$6.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
251
Huntington National Bank
Ohio
$985 -$3.29K – –
APC
252
Aspire Private Capital
North Carolina
$704 – – –
WP
253
WealthPLAN Partners
Nebraska
$141 – – –
BWA
254
BDO Wealth Advisors
Florida
$47 – – –
OCM
255
One Capital Management
California
– -$28.4M -629,055 Closed
AI
256
Atria Investments
North Carolina
– -$2.26M -50,235 Closed
Brown Advisory
257
Brown Advisory
Maryland
– -$1.57M -34,933 Closed
SOS
258
Silver Oak Securities
Tennessee
– -$396K -8,792 Closed
LAS
259
LWM Advisory Services
Florida
– -$396K -8,790 Closed
PFA
260
Professional Financial Advisors
Nebraska
– -$388K -8,135 Closed
IAIM
261
International Assets Investment Management
Florida
– -$343K -7,900 Closed
BIP
262
Blueprint Investment Partners
North Carolina
– -$306K -6,781 Closed
AFWM
263
AMJ Financial Wealth Management
Virginia
– -$262K -5,801 Closed
BWP
264
Balboa Wealth Partners
Arizona
– -$233K -5,175 Closed
CCM
265
Crabel Capital Management
California
– -$207K -4,600 Closed
MA
266
MCF Advisors
Kentucky
– -$31.1K -690 Closed
RWPA
267
Richard W. Paul & Associates
Michigan
– -$5.86K -130 Closed
JAWM
268
J. Arnold Wealth Management
Ohio
– -$4.51K -100 Closed
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
– -$2.48K -55 Closed
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