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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

282 hedge funds and large institutions have $2.36B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+11
Holders Change %
+4.06%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
33
Increased
85
Reduced
114
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$23.2M
2
OCM
One Capital Management
California
+$22.6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9.96M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.54M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$6.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$422M
2
UBS Group
UBS Group
Switzerland
-$107M
3
Osaic Holdings
Osaic Holdings
Arizona
-$9.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWM
276
Future Financial Wealth Management
Ohio
$8.59K +$8.59K +150 New
IPW
277
Impact Partnership Wealth
Georgia
$6.12K +$6.12K +107 New
PA
278
Parallel Advisors
California
$2.35K -$2.58K -45 -52%
APC
279
Aspire Private Capital
North Carolina
$1.55K +$401 +7 +35%
RCM
280
Raleigh Capital Management
North Carolina
$1.43K – – –
HNB
281
Huntington National Bank
Ohio
$1.2K -$1.08K – –
BNP Paribas Financial Markets
282
BNP Paribas Financial Markets
France
$630 +$630 +11 New
FHA
283
First Horizon Advisors
Tennessee
$73 +$73 +1 New
UBS Group
284
UBS Group
Switzerland
– -$107M -2,070,715 Closed
MWM
285
Meridian Wealth Management
Kentucky
– -$3.35M -65,064 Closed
Citadel Advisors
286
Citadel Advisors
Florida
– -$1.87M -36,270 Closed
NWMG
287
National Wealth Management Group
Ohio
– -$1.71M -33,184 Closed
CF
288
Centaurus Financial
California
– -$876K -16,984 Closed
WIA
289
World Investment Advisors
California
– -$751K -14,577 Closed
Ameriprise
290
Ameriprise
Minnesota
– -$465K -9,024 Closed
BJL
291
Brighton Jones LLC
Washington
– -$351K -6,815 Closed
WEG
292
World Equity Group
Illinois
– -$256K -4,957 Closed
Jane Street
293
Jane Street
New York
– -$219K -4,243 Closed
SFA
294
Sequoia Financial Advisors
Ohio
– -$212K -4,111 Closed
Cerity Partners
295
Cerity Partners
New York
– -$210K -4,083 Closed
ICM
296
Intrepid Capital Management
Florida
– -$185K -3,589 Closed
NFA
297
Northwest Financial Advisors
Virginia
– -$121K -2,344 Closed
AWM
298
Able Wealth Management
New Jersey
– -$110K -2,143 Closed
TWM
299
Tradition Wealth Management
Minnesota
– -$48K -931 Closed
MFT
300
Moisand Fitzgerald Tamayo
Florida
– -$40.5K -786 Closed
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