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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.45B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+31
Holders Change %
+17.92%
% of All Funds
4.03%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
43
Increased
52
Reduced
76
Closed
9
Calls
–
Puts
$534K
Net Calls
-$534K
Net Calls Change
-$534K

Top Buyers

1
TLP
Trinity Legacy Partners
Texas
+$22.2M
2
Truist Financial
Truist Financial
North Carolina
+$9.83M
3
WWM
Western Wealth Management
Colorado
+$9.11M
4
PFS
Prospera Financial Services
Texas
+$6.19M
5
IAA
Independent Advisor Alliance
North Carolina
+$5.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.66M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.62M
3
Bank of America
Bank of America
North Carolina
-$4M
4
CI
CX Institutional
Indiana
-$2.74M
5
OC
Oppenheimer & Co
New York
-$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$9.17M +$1.36M +43,015 +17%
WEPOG
27
Wealth Enhancement & Preservation of GA
Georgia
$8.11M +$8.11M +257,401 New
APA
28
American Portfolios Advisors
New York
$7.19M -$6.15K -195 -0.1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$7.12M +$793K +25,125 +13%
AP
30
Atwood & Palmer
Missouri
$6.5M -$70K -2,218 -1%
SWP
31
Stratos Wealth Partners
Ohio
$5.75M -$49.5K -1,567 -0.9%
Citigroup
32
Citigroup
New York
$5.11M -$16.9K -535 -0.3%
SFG
33
SNS Financial Group
Minnesota
$5.08M -$129K -4,073 -2%
IAA
34
Independent Advisor Alliance
North Carolina
$5.07M +$5.07M +160,594 New
SI
35
Stephens Inc
Arkansas
$4.59M -$443K -14,025 -9%
MOS
36
MGO One Seven
Ohio
$4.54M -$156K -4,939 -3%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$4.47M +$71.4K +2,261 +2%
CWM
38
Concentrum Wealth Management
California
$4.36M +$31.1K +985 +0.7%
SAM
39
Secure Asset Management
Michigan
$4.24M +$4.24M +134,281 New
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$4M +$4M +127,189 New
FHC
41
First Heartland Consultants
Missouri
$3.53M -$13.3K -421 -0.4%
LA
42
LexAurum Advisors
Kansas
$3.48M -$385K -12,188 -10%
WS
43
Wedbush Securities
California
$3.46M +$952K +30,156 +38%
CA
44
Claro Advisors
Massachusetts
$3.32M -$740K -23,463 -18%
RIA
45
Regal Investment Advisors
Michigan
$3.23M +$120K +3,796 +4%
IA
46
IFP Advisors
Florida
$3.2M -$1.31M -41,421 -29%
OIA
47
OneDigital Investment Advisors
Kansas
$3.17M +$116K +3,674 +4%
SPIA
48
Steward Partners Investment Advisory
New York
$3.12M +$291K +9,214 +10%
CCFM
49
Clear Creek Financial Management
Washington
$3M -$210K -6,503 -7%
GWM
50
Geneos Wealth Management
Colorado
$2.9M -$395K -12,470 -12%
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