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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

306 hedge funds and large institutions have $2.42B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+16
Holders Change %
+5.52%
% of All Funds
4.43%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
35
Increased
104
Reduced
106
Closed
15
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
+$268K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$401M
2
OP
ORG Partners
Indiana
$3.54M
3
RJA
Raymond James & Associates
Florida
$97.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.5M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$27.7M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$91.8M
2
AP
Atwood & Palmer
Missouri
$8.08M
3
PAG
Private Advisor Group
New Jersey
$11.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$25.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
276
Tortoise Investment Management
New York
$45.2K – – –
OA
277
Operose Advisors
Wisconsin
$42.8K – – –
SAM
278
Smartleaf Asset Management
Massachusetts
$39.1K – – –
QCG
279
Quadrant Capital Group
Ohio
$33.9K – – –
HGERS
280
Householder Group Estate & Retirement Specialist
Arizona
$33K – – –
CSC
281
Caldwell Sutter Capital
California
$31K +$2.68K +46 +9%
SIS
282
Sound Income Strategies
Florida
$29.7K +$29.7K +510 New
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$29.4K – – –
WSFS
284
Wilmington Savings Fund Society
Delaware
$29.1K +$29.1K +500 New
AIM
285
Anchor Investment Management
South Carolina
$23.6K – – –
GWSG
286
GPS Wealth Strategies Group
Colorado
$22.3K – – –
JIP
287
Jaffetilchin Investment Partners
Florida
$19.5K +$19.5K +334 New
FP
288
Financial Perspectives
Minnesota
$18.5K – – –
Russell Investments Group
289
Russell Investments Group
United Kingdom
$17.9K – – –
PCA
290
Providence Capital Advisors
North Carolina
$17.1K +$17.1K +294 New
FCA
291
FinTrust Capital Advisors
South Carolina
$16.6K – – –
KFI
292
Key Financial Inc
Pennsylvania
$16K – – –
PP
293
PFS Partners
New Jersey
$14.6K +$14.6K +250 New
CAS
294
Coppell Advisory Solutions
Texas
$12.7K -$1.64K -28 -11%
IRC
295
Investors Research Corp
Georgia
$12.6K – – –
UB
296
UMB Bank
Missouri
$10.3K +$10.3K +176 New
IAIM
297
International Assets Investment Management
Florida
$9.08K +$8.95K +482,524 +7,073%
FFWM
298
Future Financial Wealth Management
Ohio
$8.74K +$8.74K +150 New
PFG
299
Peterson Financial Group
Iowa
$8.67K +$8.67K +149 New
Simplex Trading
300
Simplex Trading
Illinois
$7K +$7K +123 New
9 10 11
12
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