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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 %
TSMHT
251
Thurston Springer Miller Herd & Titak
Indiana
$86.5K +$86.5K +1,510 New
ZB
252
Zions Bancorporation
Utah
$85.9K +$85.9K +1,500 New
GFPC
253
Global Financial Private Client
Florida
$85.7K – – –
PP
254
Pacifica Partners
Canada
$74.4K – – –
TLCM
255
Twin Lakes Capital Management
California
$74K – – –
LIA
256
Luken Investment Analytics
Tennessee
$73K – – –
AA
257
Ancora Advisors
Ohio
$68.7K – – –
CPG
258
Custom Portfolio Group
Colorado
$66.9K – – –
PWM
259
Partnership Wealth Management
Maryland
$54.4K – – –
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$53.9K -$10.3K -180 -16%
LWANC
261
Laurel Wealth Advisors (North Carolina)
North Carolina
$48.7K – – –
TIM
262
Tortoise Investment Management
New York
$44.4K – – –
OA
263
Operose Advisors
Wisconsin
$42K – – –
EWA
264
EverSource Wealth Advisors
Alabama
$39.3K +$39.3K +690 New
SAM
265
Smartleaf Asset Management
Massachusetts
$38.3K – – –
QCG
266
Quadrant Capital Group
Ohio
$33.3K – – –
HGERS
267
Householder Group Estate & Retirement Specialist
Arizona
$32K -$6.09K -109 -16%
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$29.4K -$291 -5 -1%
CSC
269
Caldwell Sutter Capital
California
$27.8K +$6.07K +106 +28%
AIM
270
Anchor Investment Management
South Carolina
$23.2K – – –
GWSG
271
GPS Wealth Strategies Group
Colorado
$21.9K – – –
BEI
272
Benjamin Edwards Inc
Missouri
$21K -$20.4K -350 -49%
CAM
273
Creekmur Asset Management
Illinois
$20.3K +$115 +2 +0.6%
FP
274
Financial Perspectives
Minnesota
$18.2K – – –
Russell Investments Group
275
Russell Investments Group
United Kingdom
$17.6K +$17.6K +307 New
9 10
11
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