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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

190 hedge funds and large institutions have $1.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-6
Holders Change %
-3.06%
% of All Funds
3.32%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
13
Increased
52
Reduced
75
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$16.3M
2
Morgan Stanley
Morgan Stanley
New York
+$14.8M
3
IWA
IBEX Wealth Advisors
New Jersey
+$7.15M
4
Bank of America
Bank of America
North Carolina
+$6.63M
5
Wells Fargo
Wells Fargo
California
+$5.6M

Top Sellers

1
SG
Strid Group
Pennsylvania
-$23.5M
2
PFS
Prospera Financial Services
Texas
-$7.66M
3
UBS Group
UBS Group
Switzerland
-$4.36M
4
HI
Harbour Investments
Wisconsin
-$3.14M
5
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$8.87M +$2.14M +45,120 +32%
IWA
27
IBEX Wealth Advisors
New Jersey
$8.26M +$7.15M +150,903 +647%
SI
28
Stephens Inc
Arkansas
$7.66M +$133K +2,815 +2%
Citigroup
29
Citigroup
New York
$7.66M -$188K -3,959 -2%
SAM
30
Secure Asset Management
Michigan
$7.14M +$1.28M +27,041 +22%
CI
31
CX Institutional
Indiana
$7.01M +$5.11M +107,911 +270%
KAS
32
Kestra Advisory Services
Texas
$5.64M -$247K -5,219 -4%
ATPW
33
Ashton Thomas Private Wealth
Arizona
$5.49M +$70.3K +1,483 +1%
RIA
34
Regal Investment Advisors
Michigan
$5.49M +$5.49M +115,842 New
GWM
35
Geneos Wealth Management
Colorado
$5.35M +$104K +2,195 +2%
SWP
36
Stratos Wealth Partners
Ohio
$5.27M -$17K -359 -0.3%
CWM
37
Concentrum Wealth Management
California
$5.24M +$954K +20,128 +22%
SWM
38
Spire Wealth Management
Virginia
$5.19M -$106K -2,247 -2%
BFA
39
Brendel Financial Advisors
New Hampshire
$5.09M +$5.09M +107,422 New
FHC
40
First Heartland Consultants
Missouri
$5M -$46.1K -974 -0.9%
BFS
41
Bickling Financial Services
Massachusetts
$4.88M +$34.3K +723 +0.7%
CA
42
Claro Advisors
Massachusetts
$4.83M +$71.9K +1,517 +2%
DWMG
43
DB Wealth Management Group
California
$4.29M -$147K -3,101 -3%
IA
44
IFP Advisors
Florida
$4.28M +$6.58K +139 +0.2%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$3.86M -$916K -19,338 -19%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$3.67M -$234K -4,929 -6%
MWM
47
Meridian Wealth Management
Kentucky
$3.66M – – –
WI
48
Wintrust Investments
Illinois
$3.56M -$169K -3,562 -5%
APA
49
American Portfolios Advisors
New York
$3.51M +$672K +14,183 +24%
Creative Planning
50
Creative Planning
Kansas
$3.45M +$2.91M +61,417 +544%
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