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First Trust Dorsey Wright Focus 5 ETF

282 hedge funds and large institutions have $2.36B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+11
Holders Change %
+4.06%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
33
Increased
85
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AP
26
Atwood & Palmer
Missouri
$17.7M -$422K -7,368 -2%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$16.3M -$20.4K -356 -0.1%
SG
28
Strid Group
Pennsylvania
$15.2M -$1.03M -18,084 -6%
MWM
29
MinichMacGregor Wealth Management
New York
$14.5M -$168K -2,942 -1%
SPIA
30
Steward Partners Investment Advisory
New York
$13.6M +$2.87M +50,079 +27%
IWC
31
Integrated Wealth Concepts
Massachusetts
$13.5M -$1.38M -24,098 -9%
MML Investors Services
32
MML Investors Services
Massachusetts
$13.5M +$601K +10,499 +5%
SAM
33
Secure Asset Management
Michigan
$12.4M +$3.59M +62,659 +40%
ATPW
34
Ashton Thomas Private Wealth
Arizona
$11.8M -$1.19M -20,728 -9%
HighTower Advisors
35
HighTower Advisors
Illinois
$11M +$479K +8,368 +5%
SWP
36
Stratos Wealth Partners
Ohio
$9.18M +$95.6K +1,671 +1%
MOS
37
MGO One Seven
Ohio
$8.82M -$261K -4,567 -3%
GLA
38
Good Life Advisors
Pennsylvania
$8.81M -$390K -6,806 -4%
Truist Financial
39
Truist Financial
North Carolina
$8.66M -$1.84M -32,170 -18%
CWM
40
Concentrum Wealth Management
California
$8.53M +$465K +8,131 +6%
RIA
41
Regal Investment Advisors
Michigan
$8.49M -$35.8K -626 -0.4%
HA
42
HFG Advisors
Ohio
$8.21M -$410K -7,166 -5%
AWM
43
Affinity Wealth Management
Delaware
$8.05M +$131K +2,284 +2%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$7.79M -$219K -3,821 -3%
SPC
45
Sigma Planning Corp
Michigan
$7.16M +$2.97M +51,905 +71%
PI
46
PFG Investments
New York
$7.1M +$2.54M +44,307 +56%
SW
47
SkyOak Wealth
Michigan
$6.84M -$20.4K -356 -0.3%
Citigroup
48
Citigroup
New York
$6.46M +$125K +2,186 +2%
DWP
49
Daymark Wealth Partners
Ohio
$6.14M +$631K +11,018 +11%
IA
50
IFP Advisors
Florida
$5.84M -$10.6K -185 -0.2%