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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

245 hedge funds and large institutions have $1.96B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+32
Holders Change %
+15.02%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
52
Increased
94
Reduced
66
Closed
16
Calls
$410K
Puts
–
Net Calls
+$410K
Net Calls Change
-$46K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$186M
2
OCM
2
One Capital Management
California
$29.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$390M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$141M
5
LPL Financial
5
LPL Financial
California
$143M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$54.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$81.2M
3
MSFS
3
Main Street Financial Solutions
Pennsylvania
$2.35M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$1.18M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$11.4M +$10.8M +231,367 +1,704%
DWMG
27
DB Wealth Management Group
California
$10.7M +$948K +20,368 +10%
SPIA
28
Steward Partners Investment Advisory
New York
$10.6M +$90.8K +1,950 +0.9%
HI
29
Hudock Inc
Pennsylvania
$9.67M -$235K -5,052 -2%
MFS
30
Madrona Financial Services
Washington
$9.64M +$9.96K +214 +0.1%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$9.39M +$2.62M +56,295 +39%
AWM
32
Affinity Wealth Management
Delaware
$7.51M -$453K -9,727 -6%
GLA
33
Good Life Advisors
Pennsylvania
$7.41M -$34K -731 -0.5%
IWC
34
Integrated Wealth Concepts
Massachusetts
$7.32M +$722K +15,509 +11%
HA
35
HFG Advisors
Ohio
$6.83M +$169K +3,622 +3%
GWM
36
Geneos Wealth Management
Colorado
$6.75M +$756K +16,231 +13%
MOS
37
MGO One Seven
Ohio
$6.73M -$368K -7,913 -5%
RIA
38
Regal Investment Advisors
Michigan
$6.6M +$212K +4,547 +3%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$6.3M -$1.41M -30,349 -18%
MML Investors Services
40
MML Investors Services
Massachusetts
$6.14M -$273K -5,870 -4%
CWM
41
Concentrum Wealth Management
California
$6.06M +$259K +5,566 +4%
Mariner
42
Mariner
Kansas
$5.11M +$4.56M +97,871 +823%
BFS
43
Bickling Financial Services
Massachusetts
$4.96M -$252K -5,411 -5%
FC
44
Fusion Capital
South Carolina
$4.89M +$6.89K +148 +0.1%
SWP
45
Stratos Wealth Partners
Ohio
$4.85M +$144K +3,095 +3%
Citigroup
46
Citigroup
New York
$4.61M +$747K +16,052 +19%
KAS
47
Kestra Advisory Services
Texas
$4.57M +$1.38M +29,603 +43%
CA
48
Claro Advisors
Massachusetts
$4.51M -$699K -15,011 -13%
AWM
49
Apollon Wealth Management
South Carolina
$4.51M +$62.5K +1,342 +1%
RA
50
RFG Advisory
Alabama
$4.26M +$540K +11,280 +15%
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