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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

251 hedge funds and large institutions have $1.97B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
4%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
19
Increased
86
Reduced
101
Closed
18
Calls
$1.15M
Puts
–
Net Calls
+$1.15M
Net Calls Change
+$927K

Top Buyers

1
MWM
MinichMacGregor Wealth Management
New York
$10.9M
2
NA
NewEdge Advisors
Louisiana
$40.3M
3
MFS
Madrona Financial Services
Washington
$19.1M
4
LPL Financial
LPL Financial
California
$188M
5
Wells Fargo
Wells Fargo
California
$209M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$333M
2
HI
Hudock Inc
Pennsylvania
$0
3
DWMG
DB Wealth Management Group
California
$5.79M
4
PAG
Private Advisor Group
New Jersey
$14.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
251
Raleigh Capital Management
North Carolina
$1.55K – – –
APC
252
Aspire Private Capital
North Carolina
$664 – – –
HI
253
Hudock Inc
Pennsylvania
– -$9.45M -201,520 Closed
SHFP
254
Second Half Financial Partners
Florida
– -$3.3M -70,443 Closed
FFWM
255
Future Financial Wealth Management
Ohio
– -$1.45M -30,956 Closed
GIA
256
Gladstone Institutional Advisory
Florida
– -$1.1M -23,555 Closed
KA
257
Kovack Advisors
Florida
– -$470K -10,026 Closed
Fisher Asset Management
258
Fisher Asset Management
Washington
– -$271K -5,771 Closed
MFG
259
Merit Financial Group
Georgia
– -$242K -5,161 Closed
Bank of New York Mellon
260
Bank of New York Mellon
New York
– -$230K -4,898 Closed
AIM
261
Aspen Investment Management
Michigan
– -$216K -4,600 Closed
BAM
262
Belpointe Asset Management
Nevada
– -$208K -4,441 Closed
CAM
263
Cresset Asset Management
Illinois
– -$204K -4,352 Closed
PIAS
264
PCA Investment Advisory Services
Ohio
– -$162K -3,448 Closed
NRC
265
New Republic Capital
North Carolina
– -$112K -2,380 Closed
IGWM
266
ICA Group Wealth Management
Colorado
– -$93.8K -2,000 Closed
S
267
SignatureFD
Georgia
– -$50.1K -1,069 Closed
NIC
268
Northwest Investment Counselors
Oregon
– -$19.9K -425 Closed
PA
269
PSI Advisors
Florida
– -$8.35K -178 Closed
WP
270
WealthPLAN Partners
Nebraska
– -$141 -3 Closed
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