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First Trust Dorsey Wright Focus 5 ETF

271 hedge funds and large institutions have $2.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 113 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
3.97%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.18%
New
40
Increased
71
Reduced
113
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$14.7M -$117K -2,275 -0.8%
SG
27
Strid Group
Pennsylvania
$14.6M +$3.04K +59 +0%
IWC
28
Integrated Wealth Concepts
Massachusetts
$13.4M +$5.6M +108,609 +71%
MWM
29
MinichMacGregor Wealth Management
New York
$13.2M +$535K +10,373 +4%
ATPW
30
Ashton Thomas Private Wealth
Arizona
$11.7M -$1.39M -26,961 -11%
MML Investors Services
31
MML Investors Services
Massachusetts
$11.6M +$4.11M +79,748 +55%
SPIA
32
Steward Partners Investment Advisory
New York
$9.68M -$618K -11,990 -6%
Truist Financial
33
Truist Financial
North Carolina
$9.46M +$282K +5,466 +3%
HighTower Advisors
34
HighTower Advisors
Illinois
$9.46M -$2.01M -38,965 -18%
GLA
35
Good Life Advisors
Pennsylvania
$8.29M +$86.5K +1,678 +1%
MOS
36
MGO One Seven
Ohio
$8.18M -$550K -10,676 -6%
SWP
37
Stratos Wealth Partners
Ohio
$8.18M -$8.25K -160 -0.1%
SAM
38
Secure Asset Management
Michigan
$7.98M -$4.8M -93,150 -38%
HA
39
HFG Advisors
Ohio
$7.77M +$66.6K +1,292 +0.9%
RIA
40
Regal Investment Advisors
Michigan
$7.68M -$68.2K -1,323 -0.9%
CWM
41
Concentrum Wealth Management
California
$7.26M -$41.9K -813 -0.6%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$7.22M +$1.21M +23,502 +20%
AWM
43
Affinity Wealth Management
Delaware
$7.13M -$529K -10,265 -7%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$6.7M -$2.29M -44,379 -25%
SW
45
SkyOak Wealth
Michigan
$6.18M -$162K -3,139 -3%
AWM
46
AE Wealth Management
Kansas
$5.95M -$101K -1,928 -2%
Citigroup
47
Citigroup
New York
$5.71M -$50.2K -973 -0.9%
IA
48
IFP Advisors
Florida
$5.27M -$206K -3,995 -4%
FC
49
Fusion Capital
South Carolina
$5.24M -$34.3K -666 -0.7%
AWM
50
Apollon Wealth Management
South Carolina
$5.14M -$640K -12,408 -11%