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First Trust Dorsey Wright Focus 5 ETF

242 hedge funds and large institutions have $1.87B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
25
Increased
105
Reduced
76
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$11.9M -$361K -7,999 -3%
SPIA
27
Steward Partners Investment Advisory
New York
$10.4M +$97.7K +2,167 +1%
DWMG
28
DB Wealth Management Group
California
$10.4M -$31.4K -696 -0.3%
MFS
29
Madrona Financial Services
Washington
$9.41M +$77.9K +1,727 +0.8%
HI
30
Hudock Inc
Pennsylvania
$9.12M -$246K -5,451 -3%
KAS
31
Kestra Advisory Services
Texas
$8.5M +$4.07M +90,307 +92%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$7.91M -$1.18M -26,078 -13%
GWM
33
Geneos Wealth Management
Colorado
$7.77M +$1.23M +27,225 +19%
AWM
34
Affinity Wealth Management
Delaware
$7.43M +$164K +3,634 +2%
GLA
35
Good Life Advisors
Pennsylvania
$7.21M +$33K +733 +0.5%
IWC
36
Integrated Wealth Concepts
Massachusetts
$6.93M -$164K -3,646 -2%
RIA
37
Regal Investment Advisors
Michigan
$6.78M +$389K +8,635 +6%
MOS
38
MGO One Seven
Ohio
$6.77M +$261K +5,792 +4%
HA
39
HFG Advisors
Ohio
$6.7M +$83.3K +1,847 +1%
MML Investors Services
40
MML Investors Services
Massachusetts
$6.38M +$439K +9,727 +7%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$6.2M +$2.44M +54,213 +65%
SWP
42
Stratos Wealth Partners
Ohio
$5.91M +$1.21M +26,923 +26%
CWM
43
Concentrum Wealth Management
California
$5.8M -$69K -1,530 -1%
SPC
44
Sigma Planning Corp
Michigan
$5.29M +$4.23M +93,727 +397%
AWM
45
Apollon Wealth Management
South Carolina
$5.22M +$851K +18,882 +19%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$5.21M -$896K -19,870 -15%
Mariner
47
Mariner
Kansas
$5.14M +$196K +4,347 +4%
Citigroup
48
Citigroup
New York
$4.64M +$179K +3,977 +4%
FC
49
Fusion Capital
South Carolina
$4.64M -$93.2K -2,068 -2%
AWM
50
AE Wealth Management
Kansas
$4.36M -$6.68M -148,231 -61%