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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

189 hedge funds and large institutions have $1.55B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
3.32%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
13
Increased
75
Reduced
62
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.7M
2
GLA
Good Life Advisors
Pennsylvania
+$7.27M
3
LPL Financial
LPL Financial
California
+$6.69M
4
Wells Fargo
Wells Fargo
California
+$6.04M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.21M

Top Sellers

1
LFAS
Level Four Advisory Services
Texas
-$8.91M
2
Morgan Stanley
Morgan Stanley
New York
-$5.83M
3
BFA
Brendel Financial Advisors
New Hampshire
-$5.09M
4
Citigroup
Citigroup
New York
-$3.5M
5
SI
Stephens Inc
Arkansas
-$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
26
IBEX Wealth Advisors
New Jersey
$8.01M +$35.2K +768 +0.4%
GLA
27
Good Life Advisors
Pennsylvania
$7.82M +$7.27M +158,849 +1,339%
CI
28
CX Institutional
Indiana
$6.36M -$406K -8,862 -6%
KAS
29
Kestra Advisory Services
Texas
$5.89M +$437K +9,555 +8%
RIA
30
Regal Investment Advisors
Michigan
$5.42M +$116K +2,543 +2%
CWM
31
Concentrum Wealth Management
California
$5.41M +$350K +7,653 +7%
ATPW
32
Ashton Thomas Private Wealth
Arizona
$5.25M -$54.8K -1,198 -1%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$5.25M +$5.21M +113,831 +14,373%
GWM
34
Geneos Wealth Management
Colorado
$5.11M -$108K -2,336 -2%
SWP
35
Stratos Wealth Partners
Ohio
$4.9M -$200K -4,364 -4%
BFS
36
Bickling Financial Services
Massachusetts
$4.84M +$128K +2,804 +3%
CA
37
Claro Advisors
Massachusetts
$4.82M +$148K +3,224 +3%
FHC
38
First Heartland Consultants
Missouri
$4.65M -$180K -3,931 -4%
DWMG
39
DB Wealth Management Group
California
$4.5M +$353K +7,707 +9%
SI
40
Stephens Inc
Arkansas
$4.27M -$3.13M -68,378 -42%
IA
41
IFP Advisors
Florida
$4.22M +$67.8K +1,474 +2%
SWM
42
Spire Wealth Management
Virginia
$4.12M -$903K -19,729 -18%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$3.92M +$182K +3,981 +5%
Citigroup
44
Citigroup
New York
$3.91M -$3.5M -76,292 -47%
MWM
45
Meridian Wealth Management
Kentucky
$3.65M +$116K +2,543 +3%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$3.51M -$35.6K -778 -1%
APA
47
American Portfolios Advisors
New York
$3.48M +$86.6K +1,892 +3%
WI
48
Wintrust Investments
Illinois
$3.35M -$89.6K -1,958 -3%
MIAN
49
Mariner Independent Advisor Network
Kansas
$2.66M +$150K +3,266 +6%
OIA
50
OneDigital Investment Advisors
Kansas
$2.65M -$9.02K -197 -0.3%
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