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First Trust Dorsey Wright Focus 5 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CHC
251
City Holding Co
West Virginia
$219K -$23.6K -400 -10%
GVAG
252
Great Valley Advisor Group
Delaware
$218K
BCM
253
Brookstone Capital Management
Illinois
$216K
CCWM
254
Cassaday & Co Wealth Management
Virginia
$215K
KWA
255
Kingswood Wealth Advisors
California
$214K -$511K -8,653 -71%
EA
256
Ergawealth Advisors
Illinois
$213K
HIP
257
HUB Investment Partners
Texas
$211K
CG
258
Caprock Group
Idaho
$208K
SFC
259
Strategic Financial Concepts
Texas
$205K +$205K +3,466 New
PWM
260
Prosperity Wealth Management
California
$203K -$25.6K -434 -11%
RFA
261
Register Financial Advisors
Georgia
$187K
OC
262
Oakworth Capital
Alabama
$177K
AAG
263
Armstrong Advisory Group
Massachusetts
$176K +$176K +2,972 New
ACA
264
Aptus Capital Advisors
Alabama
$169K +$40.4K +684 +31%
William Blair & Company
265
William Blair & Company
Illinois
$145K +$59 +1 +0%
CA
266
Clearstead Advisors
Ohio
$144K
SS
267
Sunbelt Securities
Texas
$142K -$17.5K -295 -11%
AWM
268
Avior Wealth Management
Nebraska
$131K -$5.91K -100 -4%
WP
269
WealthShield Partners
North Carolina
$128K +$59 +1 +0%
RWM
270
Rialto Wealth Management
New York
$125K +$125K +2,115 New
FWP
271
FAS Wealth Partners
Kansas
$119K +$59 +1 +0%
PTC
272
Private Trust Company
Ohio
$107K -$2.01K -34 -2%
GWANC
273
Guardian Wealth Advisors (North Carolina)
North Carolina
$103K
WWM
274
Wagner Wealth Management
South Carolina
$92.4K +$59 +1 +0.1%
CMA
275
Cedar Mountain Advisors
Oregon
$89.7K +$59 +1 +0.1%