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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 %
FCA
276
FinTrust Capital Advisors
South Carolina
$16.3K +$16.3K +285 New
KFI
277
Key Financial Inc
Pennsylvania
$15.7K – – –
CAS
278
Coppell Advisory Solutions
Texas
$14K +$14K +245 New
TFGT
279
TS Financial Group (TSFG)
Illinois
$14K +$14K +253 New
IRC
280
Investors Research Corp
Georgia
$12.4K – – –
TRCT
281
Tower Research Capital (TRC)
New York
$11.7K +$115 +2 +1%
DPW
282
DiNuzzo Private Wealth
Pennsylvania
$11.5K – – –
VAG
283
VisionPoint Advisory Group
Texas
$10.1K – – –
SC
284
SouthState Corp
Florida
$7.45K +$7.45K +130 New
PB
285
Pinnacle Bancorp
Nebraska
$6.87K +$6.87K +120 New
FHC
286
First Heartland Consultants
Missouri
$3.15K -$21 -372 -0.7%
PA
287
Parallel Advisors
California
$2.35K – – –
APC
288
Aspire Private Capital
North Carolina
$1.55K – – –
RCM
289
Raleigh Capital Management
North Carolina
$1.43K – – –
HNB
290
Huntington National Bank
Ohio
$1.2K -$1.2K – –
BNP Paribas Financial Markets
291
BNP Paribas Financial Markets
France
$630 – – –
GAA
292
Global Assets Advisory
Florida
– -$2.57M -146,955 Closed
KFGK
293
Keystone Financial Group (Kentucky)
Kentucky
– -$1.66M -29,025 Closed
Goldman Sachs
294
Goldman Sachs
New York
– -$1.51M -26,375 Closed
LNC
295
Lincoln National Corp
Pennsylvania
– -$1.23M -21,448 Closed
CBFP
296
Cedar Brook Financial Partners
Ohio
– -$1.02M -17,850 Closed
Fisher Asset Management
297
Fisher Asset Management
Washington
– -$435K -7,601 Closed
Renaissance Technologies
298
Renaissance Technologies
New York
– -$395K -6,900 Closed
HSA
299
HBK Sorce Advisory
Pennsylvania
– -$267K -4,672 Closed
BAM
300
Belpointe Asset Management
Nevada
– -$254K -4,446 Closed
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