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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 %
UB
351
UMB Bank
Missouri
– -$10.3K -176 Closed
Simplex Trading
352
Simplex Trading
Illinois
– -$7K -123 Closed
PB
353
Pinnacle Bancorp
Nebraska
– -$6.99K -120 Closed
11 12 13 14
15