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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

213 hedge funds and large institutions have $1.57B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 17 closing their positions.

Holders
213
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
3.68%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
21
Increased
87
Reduced
69
Closed
17
Calls
$456K
Puts
–
Net Calls
+$456K
Net Calls Change
-$8K

Top Buyers

1
PFS
1
Prospera Financial Services
Texas
$82.2M
2
Wells Fargo
2
Wells Fargo
California
$133M
3
UBS Group
3
UBS Group
Switzerland
$65.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$42.7M
5
RJA
5
Raymond James & Associates
Florida
$58.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$64.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$83.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$320M
4
PAG
4
Private Advisory Group
Washington
$0
5
KAS
5
Kestra Advisory Services
Texas
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Hudock Inc
Pennsylvania
$8.74M 212,831 +6,077 +3%
DWMG
27
DB Wealth Management Group
California
$8.62M 210,098 +7,866 +4%
MFS
28
Madrona Financial Services
Washington
$8.49M 206,897 +2,944 +1%
Truist Financial
29
Truist Financial
North Carolina
$7.38M 161,478 +3,548 +2%
AWM
30
Affinity Wealth Management
Delaware
$7.02M 170,999 -453 -0.3%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$6.8M 165,748 -3,466 -2%
GLA
32
Good Life Advisors
Pennsylvania
$6.56M 159,928 -9,463 -6%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$5.96M 145,304 +78,008 +116%
HA
34
HFG Advisors
Ohio
$5.88M 143,196 +3,912 +3%
IWC
35
Integrated Wealth Concepts
Massachusetts
$5.82M 141,824 +11,858 +9%
MML Investors Services
36
MML Investors Services
Massachusetts
$5.65M 137,685 +3,158 +2%
RIA
37
Regal Investment Advisors
Michigan
$5.63M 137,175 +9,537 +7%
GWM
38
Geneos Wealth Management
Colorado
$5.29M 128,851 -3,812 -3%
CWM
39
Concentrum Wealth Management
California
$5.12M 124,635 +14,283 +13%
MSFS
40
Main Street Financial Solutions
Pennsylvania
$5.03M 122,626 +13,677 +13%
CA
41
Claro Advisors
Massachusetts
$4.64M 111,986 – –
BFS
42
Bickling Financial Services
Massachusetts
$4.6M 111,963 +1,862 +2%
FC
43
Fusion Capital
South Carolina
$4.31M 104,904 +104,904 New
IA
44
IFP Advisors
Florida
$4.15M 136,097 +3,173 +2%
SWP
45
Stratos Wealth Partners
Ohio
$4.15M 101,050 -11,440 -10%
AWM
46
Apollon Wealth Management
South Carolina
$3.92M 95,517 +3,345 +4%
RA
47
RFG Advisory
Alabama
$3.79M 77,695 +19,514 +34%
Citigroup
48
Citigroup
New York
$3.41M 82,955 +2,688 +3%
QWM
49
QP Wealth Management
New Jersey
$3.21M 77,676 +745 +1%
MWM
50
Meridian Wealth Management
Kentucky
$3.16M 76,925 -1,153 -1%
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