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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

172 hedge funds and large institutions have $1.13B invested in First Trust Dorsey Wright Focus 5 ETF in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
3.84%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
32
Increased
40
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.43M
2
SI
Stephens Inc
Arkansas
+$3.9M
3
RJA
Raymond James & Associates
Florida
+$3.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.19M
5
VF
Virtu Financial
New York
+$2.41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.2M
2
UBS Group
UBS Group
Switzerland
-$27.7M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$19.3M
4
AF
Allworth Financial
California
-$17.1M
5
Bank of America
Bank of America
North Carolina
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$5.66M -$685K -27,107 -11%
SFG
27
SNS Financial Group
Minnesota
$5.13M -$286K -11,307 -5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$5.12M +$4.43M +175,306 +639%
SWP
29
Stratos Wealth Partners
Ohio
$5.11M -$24.9K -988 -0.5%
IA
30
IFP Advisors
Florida
$4.23M -$96.6K -3,835 -2%
Citigroup
31
Citigroup
New York
$4.21M +$59.6K +2,361 +1%
AP
32
Atwood & Palmer
Missouri
$4.03M +$208K +8,230 +5%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$3.75M +$87.1K +3,451 +2%
MOS
34
MGO One Seven
Ohio
$3.63M -$33.8K -1,339 -0.9%
CA
35
Claro Advisors
Massachusetts
$3.55M +$3.55M +114,998 New
FHC
36
First Heartland Consultants
Missouri
$3.45M +$6.31K +250 +0.2%
CWM
37
Concentrum Wealth Management
California
$3.3M +$3.3M +130,593 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.19M +$3.19M +126,367 New
CI
39
CX Institutional
Indiana
$2.97M +$1.04M +41,187 +54%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$2.82M +$169K +6,676 +6%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$2.79M -$182K -7,201 -6%
GWM
42
Geneos Wealth Management
Colorado
$2.69M -$549K -21,788 -17%
VF
43
Virtu Financial
New York
$2.41M +$2.41M +95,241 New
RIA
44
Regal Investment Advisors
Michigan
$2.36M +$49.7K +1,969 +2%
MC
45
Moors & Cabot
Massachusetts
$2.2M -$82.6K -3,270 -4%
OIA
46
OneDigital Investment Advisors
Kansas
$2.17M +$2.17M +85,902 New
FAAS
47
First Allied Advisory Services
California
$2.07M -$317K -12,507 -13%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$2.05M +$56.9K +2,254 +3%
CBFP
49
Cedar Brook Financial Partners
Ohio
$2.04M +$2.04M +80,941 New
WS
50
Wedbush Securities
California
$1.93M -$24.8K -980 -1%
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