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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

216 hedge funds and large institutions have $1.67B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
21
Increased
75
Reduced
75
Closed
13
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$102M
2
Morgan Stanley
Morgan Stanley
New York
$343M
3
MFS
Madrona Financial Services
Washington
$8.37M
4
UBS Group
UBS Group
Switzerland
$61M
5
LPL Financial
LPL Financial
California
$141M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$90.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
PFS
Prospera Financial Services
Texas
$104M
4
BBA
Braun-Bostich & Associates
Pennsylvania
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
Madrona Financial Services
Washington
$8.37M +$8.37M +178,511 New
AWM
27
Affinity Wealth Management
Delaware
$8.33M -$588K -12,125 -7%
GLA
28
Good Life Advisors
Pennsylvania
$8.07M +$121K +2,540 +2%
MOS
29
MGO One Seven
Ohio
$7.91M -$155K -3,252 -2%
Truist Financial
30
Truist Financial
North Carolina
$6.96M -$1.14M -23,902 -14%
CWM
31
Concentrum Wealth Management
California
$6.77M +$291K +6,104 +4%
HA
32
HFG Advisors
Ohio
$6.58M +$693K +14,539 +12%
RIA
33
Regal Investment Advisors
Michigan
$5.83M +$59.8K +1,255 +1%
GWM
34
Geneos Wealth Management
Colorado
$5.8M +$1.05M +22,123 +22%
KAS
35
Kestra Advisory Services
Texas
$5.37M +$232K +4,862 +5%
BFS
36
Bickling Financial Services
Massachusetts
$5.25M +$14.3K +301 +0.3%
CA
37
Claro Advisors
Massachusetts
$5.17M – – –
SWP
38
Stratos Wealth Partners
Ohio
$5.14M +$14.1K +295 +0.3%
DWMG
39
DB Wealth Management Group
California
$4.75M -$35.3K -741 -0.7%
AWM
40
Apollon Wealth Management
South Carolina
$4.27M +$738K +15,494 +21%
MML Investors Services
41
MML Investors Services
Massachusetts
$4.14M +$1.21M +25,303 +41%
IA
42
IFP Advisors
Florida
$4.05M +$1.14M +37,505 +39%
Citigroup
43
Citigroup
New York
$4.04M +$138K +2,888 +4%
SWM
44
Spire Wealth Management
Virginia
$3.95M -$189K -3,975 -5%
TWM
45
Titus Wealth Management
California
$3.89M +$1.84M +38,550 +89%
APA
46
American Portfolios Advisors
New York
$3.8M +$23K +483 +0.6%
MWM
47
Meridian Wealth Management
Kentucky
$3.72M -$98K -2,057 -3%
SI
48
Stephens Inc
Arkansas
$3.5M +$13.5K +283 +0.4%
WI
49
Wintrust Investments
Illinois
$3.49M – – –
OC
50
Oppenheimer & Co
New York
$3.27M -$99.6K -2,089 -3%
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