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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 $1.51B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-5
Holders Change %
-2.31%
% of All Funds
3.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
21
Increased
79
Reduced
77
Closed
25
Calls
$464K
Puts
–
Net Calls
+$464K
Net Calls Change
+$249K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$324M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$25.6M
3
HI
3
Hudock Inc
Pennsylvania
$8.56M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$86.7M
5
UBS Group
5
UBS Group
Switzerland
$59.9M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$60.5M
2
LPL Financial
2
LPL Financial
California
$111M
3
MCC
3
Money Concepts Capital
Florida
$42K
4
IWA
4
IBEX Wealth Advisors
New Jersey
$0
5
SWM
5
Spire Wealth Management
Virginia
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
Madrona Financial Services
Washington
$8.45M +$1.05M +25,442 +14%
DWMG
27
DB Wealth Management Group
California
$8.38M +$4.24M +102,474 +103%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$7.65M +$271K +6,542 +4%
AWM
29
Affinity Wealth Management
Delaware
$7.06M -$6.88K -167 -0.1%
GLA
30
Good Life Advisors
Pennsylvania
$7.02M +$787 +19 +0%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$7.01M -$1.57M -37,874 -18%
Truist Financial
32
Truist Financial
North Carolina
$6.54M +$488K +11,778 +8%
MOS
33
MGO One Seven
Ohio
$6.38M -$498K -12,013 -7%
HA
34
HFG Advisors
Ohio
$5.77M +$46K +1,111 +0.8%
MML Investors Services
35
MML Investors Services
Massachusetts
$5.57M +$1.97M +47,613 +55%
GWM
36
Geneos Wealth Management
Colorado
$5.55M +$461K +11,014 +9%
IWC
37
Integrated Wealth Concepts
Massachusetts
$5.38M +$5.38M +129,966 New
RIA
38
Regal Investment Advisors
Michigan
$5.29M +$218K +5,252 +4%
SWP
39
Stratos Wealth Partners
Ohio
$4.66M +$191K +4,612 +4%
CA
40
Claro Advisors
Massachusetts
$4.64M +$288K +6,944 +7%
CWM
41
Concentrum Wealth Management
California
$4.57M -$1.32M -31,767 -22%
BFS
42
Bickling Financial Services
Massachusetts
$4.56M -$7.08K -171 -0.2%
MSFS
43
Main Street Financial Solutions
Pennsylvania
$4.51M +$4.51M +108,949 New
IA
44
IFP Advisors
Florida
$4.05M – – –
KAS
45
Kestra Advisory Services
Texas
$3.85M -$822K -19,844 -18%
AWM
46
Apollon Wealth Management
South Carolina
$3.82M +$107K +2,578 +3%
Citigroup
47
Citigroup
New York
$3.33M -$180K -4,348 -5%
MWM
48
Meridian Wealth Management
Kentucky
$3.23M +$124 +3 +0%
TWM
49
Titus Wealth Management
California
$3.23M -$156K -3,772 -5%
QWM
50
QP Wealth Management
New Jersey
$3.19M +$533K +12,866 +20%
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