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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 $1.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
42
Reduced
82
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$21M
2
Morgan Stanley
Morgan Stanley
New York
+$13.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9M
4
LFAS
Level Four Advisory Services
Texas
+$5.73M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.18M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.91M
2
PFS
Prospera Financial Services
Texas
-$6.06M
3
UBS Group
UBS Group
Switzerland
-$5.98M
4
LPL Financial
LPL Financial
California
-$5.47M
5
RJA
Raymond James & Associates
Florida
-$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$5.15M -$3.68M -114,513 -42%
MOS
27
MGO One Seven
Ohio
$4.91M +$164K +5,098 +3%
SAM
28
Secure Asset Management
Michigan
$4.1M -$18.7K -581 -0.5%
AA
29
Ancora Advisors
Ohio
$3.91M +$3.72M +23,078 +1,923%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.82M -$1.18M -36,657 -24%
SWP
31
Stratos Wealth Partners
Ohio
$3.78M -$2.22M -68,988 -37%
SPIA
32
Steward Partners Investment Advisory
New York
$3.64M +$426K +13,240 +13%
WS
33
Wedbush Securities
California
$3.54M +$29K +900 +0.8%
FHC
34
First Heartland Consultants
Missouri
$3.51M -$60.9K -1,894 -2%
RIA
35
Regal Investment Advisors
Michigan
$3.42M +$3.42M +106,407 New
CA
36
Claro Advisors
Massachusetts
$3.26M -$134K -4,160 -4%
IA
37
IFP Advisors
Florida
$2.92M +$261K +8,308 +10%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$2.84M +$682K +21,195 +32%
OIA
39
OneDigital Investment Advisors
Kansas
$2.68M -$404K -12,564 -13%
SFG
40
SNS Financial Group
Minnesota
$2.56M -$1.67M -51,968 -40%
KFGK
41
Keystone Financial Group (Kentucky)
Kentucky
$2.52M +$2.18M +67,655 +640%
GWM
42
Geneos Wealth Management
Colorado
$2.42M +$98.6K +3,171 +4%
CCFM
43
Clear Creek Financial Management
Washington
$2.37M -$243K -7,552 -9%
EH
44
Equitable Holdings
New York
$2.24M -$28.4K -884 -1%
APA
45
American Portfolios Advisors
New York
$2.12M +$31.3K +972 +1%
IA
46
IFG Advisory
Georgia
$2.03M -$224K -6,970 -10%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.92M +$106K +3,306 +6%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$1.91M +$173K +5,374 +10%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$1.77M -$304K -9,456 -15%
SCA
50
Snowden Capital Advisors
New York
$1.76M -$22K -685 -1%
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