FV icon

First Trust Dorsey Wright Focus 5 ETF
FV

Overview Fund Activity

157 hedge funds and large institutions have $1.33B invested in First Trust Dorsey Wright Focus 5 ETF in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+24
Holders Change %
+18.05%
% of All Funds
3.57%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
38
Increased
49
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.17M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.61M
3
SPC
Sigma Planning Corp
Michigan
+$2.17M
4
RJA
Raymond James & Associates
Florida
+$1.99M
5
WS
Wedbush Securities
California
+$1.71M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$7.87M
2
PFS
Prospera Financial Services
Texas
-$3.57M
3
Wells Fargo
Wells Fargo
California
-$3.52M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.05M
5
FAAS
First Allied Advisory Services
California
-$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$6.49M +$6.49M +235,443 New
SWP
27
Stratos Wealth Partners
Ohio
$5.88M +$191K +6,924 +3%
LA
28
LexAurum Advisors
Kansas
$5.51M +$5.51M +188,949 New
FAAS
29
First Allied Advisory Services
California
$5.3M -$3M -108,635 -36%
IA
30
IFP Advisors
Florida
$5.05M -$440K -15,976 -8%
SPC
31
Sigma Planning Corp
Michigan
$4.95M +$2.17M +78,549 +78%
Citigroup
32
Citigroup
New York
$4.82M -$39.9K -1,447 -0.8%
CA
33
Cetera Advisors
Colorado
$3.82M -$363K -13,140 -9%
SFG
34
SNS Financial Group
Minnesota
$3.6M -$90.8K -3,295 -2%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$3.59M +$172K +6,249 +5%
FHC
36
First Heartland Consultants
Missouri
$3.29M -$239K -8,665 -7%
AP
37
Atwood & Palmer
Missouri
$3.21M +$9.24K +335 +0.3%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$3M -$6.87K -249 -0.2%
GWM
39
Geneos Wealth Management
Colorado
$2.92M +$91.3K +3,313 +3%
MC
40
Moors & Cabot
Massachusetts
$2.88M +$31.2K +1,132 +1%
MOS
41
MGO One Seven
Ohio
$2.82M +$2.82M +102,446 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.68M -$275K -9,964 -9%
RIA
43
Regal Investment Advisors
Michigan
$2.61M +$403K +14,601 +18%
ACM
44
Aviance Capital Management
Florida
$2.58M -$772K -28,007 -23%
WS
45
Wedbush Securities
California
$2.31M +$1.71M +62,064 +284%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$2.01M +$39.6K +1,438 +2%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.82M -$62K -2,248 -3%
SPIA
48
Steward Partners Investment Advisory
New York
$1.74M +$518K +18,801 +43%
CF
49
Centaurus Financial
California
$1.73M +$1.73M +62,610 New
BIG
50
Bellwether Investment Group
Tennessee
$1.69M +$1M +36,424 +146%
1
2
3 4 5