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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

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
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$20.2M
2
LPL Financial
LPL Financial
California
$264M
3
OP
ORG Partners
Indiana
$11M
4
EP
Essential Planning
New Hampshire
$5.84M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$30.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$938K
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$594M
3
Morgan Stanley
Morgan Stanley
New York
$393M
4
UBS Group
UBS Group
Switzerland
$82.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
326
Raleigh Capital Management
North Carolina
$1.48K – – –
HNB
327
Huntington National Bank
Ohio
$1.24K -$1.22K – –
NS
328
NBC Securities
Alabama
$256 -$280K -4,370 -100%
LIS
329
Legacy Investment Solutions
Idaho
$124 – – –
LWMI
330
Legacy Wealth Management (Idaho)
Idaho
$124 – – –
Prudential Financial
331
Prudential Financial
New Jersey
– -$1.9M -32,690 Closed
Citadel Advisors
332
Citadel Advisors
Florida
– -$1.74M -29,839 Closed
BFWM
333
Bright Futures Wealth Management
New York
– -$890K -15,207 Closed
CSPIA
334
Cary Street Partners Investment Advisory
Virginia
– -$485K -8,322 Closed
Bank of Montreal
335
Bank of Montreal
Ontario, Canada
– -$390K -7,027 Closed
OBWG
336
Onyx Bridge Wealth Group
New York
– -$354K -6,082 Closed
MCC
337
Money Concepts Capital
Florida
– -$275K -4,723 Closed
NWMG
338
Nicholson Wealth Management Group
South Carolina
– -$270K -4,634 Closed
Fisher Asset Management
339
Fisher Asset Management
Washington
– -$264K -4,524 Closed
CAM
340
Cresset Asset Management
Illinois
– -$256K -4,395 Closed
MFG
341
Merit Financial Group
Georgia
– -$251K -4,308 Closed
MSFS
342
Main Street Financial Solutions
Pennsylvania
– -$244K -4,194 Closed
PFA
343
Professional Financial Advisors
Nebraska
– -$204K -3,494 Closed
NFA
344
Northwest Financial Advisors
Virginia
– -$137K -2,344 Closed
FCM
345
Fourpath Capital Management
Oklahoma
– -$118K -2,026 Closed
FAM
346
Flaharty Asset Management
Florida
– -$60K -1,030 Closed
PWM
347
Partnership Wealth Management
Maryland
– -$55.4K -950 Closed
HGERS
348
Householder Group Estate & Retirement Specialist
Arizona
– -$33K -573 Closed
JIP
349
Jaffetilchin Investment Partners
Florida
– -$19.5K -334 Closed
PCA
350
Providence Capital Advisors
North Carolina
– -$17.1K -294 Closed
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