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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

253 hedge funds and large institutions have $2.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
28
Increased
75
Reduced
107
Closed
15
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
+$220K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.6M
2
PFS
Prospera Financial Services
Texas
+$34.2M
3
NA
NewEdge Advisors
Louisiana
+$17.7M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$6.32M

Top Sellers

1
OCM
One Capital Management
California
-$28.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$27.3M
3
Bank of America
Bank of America
North Carolina
-$10.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.03M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$6.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
26
Ashton Thomas Private Wealth
Arizona
$12.4M -$95.2K -2,030 -0.8%
Truist Financial
27
Truist Financial
North Carolina
$12M -$392K -8,357 -3%
MFS
28
Madrona Financial Services
Washington
$11.7M +$1.92M +40,961 +20%
DWMG
29
DB Wealth Management Group
California
$10.5M -$318K -6,776 -3%
SPIA
30
Steward Partners Investment Advisory
New York
$9.75M -$1.04M -22,231 -10%
HI
31
Hudock Inc
Pennsylvania
$9.45M -$37.9K -808 -0.4%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$8.1M +$1.65M +35,174 +26%
HighTower Advisors
33
HighTower Advisors
Illinois
$7.58M +$4.88M +103,947 +180%
SWP
34
Stratos Wealth Partners
Ohio
$7.55M +$1.4M +29,844 +23%
GLA
35
Good Life Advisors
Pennsylvania
$7.54M +$35.3K +753 +0.5%
IWC
36
Integrated Wealth Concepts
Massachusetts
$7.2M -$6.8K -145 -0.1%
RIA
37
Regal Investment Advisors
Michigan
$7.13M +$81.3K +1,734 +1%
AWM
38
Affinity Wealth Management
Delaware
$7.04M -$699K -14,907 -9%
HA
39
HFG Advisors
Ohio
$6.94M -$34.7K -739 -0.5%
MOS
40
MGO One Seven
Ohio
$6.85M -$196K -4,187 -3%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.75M +$106K +2,253 +2%
CWM
42
Concentrum Wealth Management
California
$6.27M +$233K +4,977 +4%
GWM
43
Geneos Wealth Management
Colorado
$6.26M -$1.83M -38,935 -23%
SW
44
SkyOak Wealth
Michigan
$5.84M +$5.84M +124,433 New
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$5.4M -$19.8K -422 -0.4%
IA
46
IFP Advisors
Florida
$5.29M -$381K -8,126 -7%
Citigroup
47
Citigroup
New York
$5.06M +$228K +4,870 +5%
AWM
48
Apollon Wealth Management
South Carolina
$5.05M -$375K -7,992 -7%
KAS
49
Kestra Advisory Services
Texas
$4.91M -$3.94M -83,935 -45%
SPC
50
Sigma Planning Corp
Michigan
$4.89M -$615K -13,107 -11%
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