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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

251 hedge funds and large institutions have $1.97B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
4%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
19
Increased
86
Reduced
101
Closed
18
Calls
$1.15M
Puts
–
Net Calls
+$1.15M
Net Calls Change
+$927K

Top Buyers

1
MWM
1
MinichMacGregor Wealth Management
New York
$10.9M
2
NA
2
NewEdge Advisors
Louisiana
$40.3M
3
MFS
3
Madrona Financial Services
Washington
$19.1M
4
LPL Financial
4
LPL Financial
California
$188M
5
Wells Fargo
5
Wells Fargo
California
$209M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$333M
2
HI
2
Hudock Inc
Pennsylvania
$0
3
DWMG
3
DB Wealth Management Group
California
$5.79M
4
PAG
4
Private Advisor Group
New Jersey
$14.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
26
Ashton Thomas Private Wealth
Arizona
$11.2M -$496K -11,191 -4%
SAM
27
Secure Asset Management
Michigan
$11M -$2.38M -53,690 -18%
MWM
28
MinichMacGregor Wealth Management
New York
$10.9M +$10.3M +231,583 +1,629%
HighTower Advisors
29
HighTower Advisors
Illinois
$9.85M +$2.69M +60,824 +38%
SPIA
30
Steward Partners Investment Advisory
New York
$8.85M -$359K -8,101 -4%
Truist Financial
31
Truist Financial
North Carolina
$7.89M -$3.47M -78,350 -31%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$7.72M +$72.1K +1,628 +0.9%
MOS
33
MGO One Seven
Ohio
$7.5M +$1.03M +23,267 +16%
GLA
34
Good Life Advisors
Pennsylvania
$7.05M -$67.9K -1,532 -1%
SWP
35
Stratos Wealth Partners
Ohio
$7.04M -$92.1K -2,078 -1%
IWC
36
Integrated Wealth Concepts
Massachusetts
$6.73M -$68.8K -1,553 -1%
RIA
37
Regal Investment Advisors
Michigan
$6.66M -$78.9K -1,782 -1%
HA
38
HFG Advisors
Ohio
$6.62M +$63.5K +1,433 +1%
AWM
39
Affinity Wealth Management
Delaware
$6.58M -$60.6K -1,368 -0.9%
MML Investors Services
40
MML Investors Services
Massachusetts
$6.47M +$97.2K +2,195 +2%
CWM
41
Concentrum Wealth Management
California
$6.28M +$359K +8,094 +6%
PI
42
PFG Investments
New York
$5.83M +$1.32M +29,861 +29%
DWMG
43
DB Wealth Management Group
California
$5.79M -$4.09M -92,385 -41%
SW
44
SkyOak Wealth
Michigan
$5.45M -$64.4K -1,453 -1%
GWM
45
Geneos Wealth Management
Colorado
$5.33M -$577K -13,034 -10%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$5.16M +$61.8K +1,395 +1%
SPC
47
Sigma Planning Corp
Michigan
$5.15M +$535K +12,087 +12%
AWM
48
AE Wealth Management
Kansas
$5.09M +$519K +11,716 +11%
AWM
49
Apollon Wealth Management
South Carolina
$4.97M +$197K +4,439 +4%
Citigroup
50
Citigroup
New York
$4.95M +$168K +3,794 +4%
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