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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

211 hedge funds and large institutions have $1.74B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+22
Holders Change %
+11.64%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
36
Increased
63
Reduced
74
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$335M
2
BBA
2
Braun-Bostich & Associates
Pennsylvania
$8.87M
3
AWM
3
Affinity Wealth Management
Delaware
$8.87M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$125M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$11.1M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$23.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.7M
3
Bank of America
3
Bank of America
North Carolina
$71.5M
4
Truist Financial
4
Truist Financial
North Carolina
$8.36M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$77.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Affinity Wealth Management
Delaware
$8.87M +$7.01M +145,180 +376%
BBA
27
Braun-Bostich & Associates
Pennsylvania
$8.87M +$8.87M +183,744 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$8.69M +$3.05M +62,127 +54%
IWA
29
IBEX Wealth Advisors
New Jersey
$8.53M -$70.6K -1,436 -0.8%
Truist Financial
30
Truist Financial
North Carolina
$8.36M -$1.87M -38,002 -18%
MOS
31
MGO One Seven
Ohio
$8.33M -$226K -4,600 -3%
GLA
32
Good Life Advisors
Pennsylvania
$8.2M -$191K -3,876 -2%
CWM
33
Concentrum Wealth Management
California
$6.69M +$878K +17,854 +15%
CI
34
CX Institutional
Indiana
$6.44M -$400K -8,131 -6%
HA
35
HFG Advisors
Ohio
$6.08M +$6.08M +123,634 New
RIA
36
Regal Investment Advisors
Michigan
$5.96M +$135K +2,746 +2%
BFS
37
Bickling Financial Services
Massachusetts
$5.41M +$209K +4,255 +4%
KAS
38
Kestra Advisory Services
Texas
$5.31M -$1.02M -20,796 -16%
SWP
39
Stratos Wealth Partners
Ohio
$5.29M +$31.1K +633 +0.6%
CA
40
Claro Advisors
Massachusetts
$5.17M -$7.43K -151 -0.1%
KPWS
41
Kestra Private Wealth Services
Texas
$5.15M +$3.03M +61,704 +144%
DWMG
42
DB Wealth Management Group
California
$4.94M +$106K +2,164 +2%
GWM
43
Geneos Wealth Management
Colorado
$4.89M -$540K -10,986 -10%
IA
44
IFP Advisors
Florida
$4.71M +$177K +3,586 +4%
SWM
45
Spire Wealth Management
Virginia
$4.27M -$147K -2,996 -3%
Citigroup
46
Citigroup
New York
$4.02M -$174K -3,543 -4%
MWM
47
Meridian Wealth Management
Kentucky
$3.94M +$21.3K +434 +0.5%
APA
48
American Portfolios Advisors
New York
$3.9M +$162K +3,300 +4%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$3.9M -$310K -6,302 -7%
AWM
50
Apollon Wealth Management
South Carolina
$3.64M +$3.64M +74,100 New
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