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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

168 hedge funds and large institutions have $1.06B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
13
Increased
40
Reduced
74
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.11M
2
SI
Stephens Inc
Arkansas
+$3.78M
3
GSWM
Golden State Wealth Management
California
+$2.18M
4
RJA
Raymond James & Associates
Florida
+$1.66M
5
AWM
Affinity Wealth Management
Delaware
+$1.37M

Top Sellers

1
TLP
Trinity Legacy Partners
Texas
-$85.7M
2
PFS
Prospera Financial Services
Texas
-$50M
3
Morgan Stanley
Morgan Stanley
New York
-$14.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.58M
5
Bank of America
Bank of America
North Carolina
-$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.84M +$792K +23,212 +20%
KAS
27
Kestra Advisory Services
Texas
$4.75M +$4.75M +139,126 New
SAM
28
Secure Asset Management
Michigan
$4M -$345K -10,111 -8%
SWP
29
Stratos Wealth Partners
Ohio
$3.98M -$27.2K -797 -0.7%
SPIA
30
Steward Partners Investment Advisory
New York
$3.86M -$5.66K -166 -0.1%
WS
31
Wedbush Securities
California
$3.73M -$24.6K -720 -0.7%
FHC
32
First Heartland Consultants
Missouri
$3.67M -$56.1K -1,644 -2%
AA
33
Ancora Advisors
Ohio
$3.62M -$49K -324 -1%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$3.51M -$1.94M -56,989 -36%
CA
35
Claro Advisors
Massachusetts
$3.41M -$42.5K -1,247 -1%
IA
36
IFP Advisors
Florida
$3.13M -$37.6K -1,103 -1%
SFG
37
SNS Financial Group
Minnesota
$2.76M +$44.8K +1,313 +2%
GWM
38
Geneos Wealth Management
Colorado
$2.68M +$72.6K +2,168 +3%
KFGK
39
Keystone Financial Group (Kentucky)
Kentucky
$2.64M -$25.8K -755 -1%
OIA
40
OneDigital Investment Advisors
Kansas
$2.42M -$417K -12,227 -15%
CWM
41
Concentrum Wealth Management
California
$2.37M +$893K +26,185 +60%
EH
42
Equitable Holdings
New York
$2.31M -$58.5K -1,713 -2%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$2.21M +$187K +5,471 +9%
GSWM
44
Golden State Wealth Management
California
$2.18M +$2.18M +63,831 New
APA
45
American Portfolios Advisors
New York
$2.07M -$176K -5,168 -8%
AWA
46
Arkadios Wealth Advisors
Georgia
$1.95M +$77.9K +2,150 +4%
SCA
47
Snowden Capital Advisors
New York
$1.82M -$46.4K -1,360 -2%
PFS
48
Prospera Financial Services
Texas
$1.77M -$50M -1,465,782 -97%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.73M -$308K -9,016 -15%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.72M +$175K +5,128 +11%
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