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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

173 hedge funds and large institutions have $1.32B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
13
Increased
52
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$10.2M
2
TLP
Trinity Legacy Partners
Texas
+$2.92M
3
IA
IFG Advisory
Georgia
+$2.51M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.21M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.14M

Top Sellers

1
WWM
Western Wealth Management
Colorado
-$19M
2
Wells Fargo
Wells Fargo
California
-$6.41M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.44M
4
Morgan Stanley
Morgan Stanley
New York
-$3.48M
5
Ameriprise
Ameriprise
Minnesota
-$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
26
Atwood & Palmer
Missouri
$6.16M +$662K +22,375 +12%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$5.93M -$321K -10,840 -5%
SWP
28
Stratos Wealth Partners
Ohio
$5.44M -$608K -20,535 -10%
SFG
29
SNS Financial Group
Minnesota
$4.89M -$338K -11,415 -6%
Citigroup
30
Citigroup
New York
$4.81M +$63.8K +2,156 +1%
SI
31
Stephens Inc
Arkansas
$4.72M +$1.1M +37,027 +30%
MOS
32
MGO One Seven
Ohio
$4.41M +$161K +5,433 +4%
IA
33
IFP Advisors
Florida
$4.2M +$4.2M +142,386 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$4.12M -$440K -14,882 -10%
CWM
35
Concentrum Wealth Management
California
$4.05M +$45.2K +1,527 +1%
CA
36
Claro Advisors
Massachusetts
$3.8M -$288K -9,719 -7%
LA
37
LexAurum Advisors
Kansas
$3.62M -$2.39M -80,609 -40%
OC
38
Oppenheimer & Co
New York
$3.62M +$192K +6,505 +6%
FHC
39
First Heartland Consultants
Missouri
$3.32M -$18.1K -610 -0.5%
GWM
40
Geneos Wealth Management
Colorado
$3.07M -$177K -5,987 -5%
CCFM
41
Clear Creek Financial Management
Washington
$3.01M -$219K -7,225 -7%
TLP
42
Trinity Legacy Partners
Texas
$2.92M +$2.92M +147,198 New
RIA
43
Regal Investment Advisors
Michigan
$2.91M +$30.4K +1,029 +1%
OIA
44
OneDigital Investment Advisors
Kansas
$2.86M +$119K +4,024 +4%
CI
45
CX Institutional
Indiana
$2.82M -$1.37M -46,411 -33%
SPIA
46
Steward Partners Investment Advisory
New York
$2.66M +$145K +4,890 +6%
MC
47
Moors & Cabot
Massachusetts
$2.58M +$40.5K +1,369 +2%
IA
48
IFG Advisory
Georgia
$2.51M +$2.51M +84,717 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$2.46M +$71K +2,400 +3%
WS
50
Wedbush Securities
California
$2.35M -$355 -12 -0%
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