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First Trust Dorsey Wright Focus 5 ETF

290 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
30
Increased
86
Reduced
116
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
$16.4M +$55.7K +973 +0.3%
MWM
27
MinichMacGregor Wealth Management
New York
$14.5M +$46.4K +810 +0.3%
SPIA
28
Steward Partners Investment Advisory
New York
$13.6M -$49.4K -862 -0.4%
SG
29
Strid Group
Pennsylvania
$13.4M -$1.82M -31,788 -12%
MML Investors Services
30
MML Investors Services
Massachusetts
$13.3M -$259K -4,520 -2%
IWC
31
Integrated Wealth Concepts
Massachusetts
$13.2M -$365K -6,381 -3%
ATPW
32
Ashton Thomas Private Wealth
Arizona
$11.1M -$721K -12,583 -6%
HighTower Advisors
33
HighTower Advisors
Illinois
$10.7M -$270K -4,716 -2%
SAM
34
Secure Asset Management
Michigan
$10.1M -$2.35M -41,119 -19%
MOS
35
MGO One Seven
Ohio
$9.02M +$196K +3,417 +2%
SWP
36
Stratos Wealth Partners
Ohio
$8.97M -$210K -3,674 -2%
CWM
37
Concentrum Wealth Management
California
$8.65M +$113K +1,976 +1%
RIA
38
Regal Investment Advisors
Michigan
$8.54M +$43.9K +766 +0.5%
HA
39
HFG Advisors
Ohio
$7.99M -$229K -3,994 -3%
AWM
40
Affinity Wealth Management
Delaware
$7.96M -$91.3K -1,594 -1%
GLA
41
Good Life Advisors
Pennsylvania
$7.88M -$945K -16,500 -11%
Truist Financial
42
Truist Financial
North Carolina
$7.44M -$1.22M -21,386 -14%
SPC
43
Sigma Planning Corp
Michigan
$7.04M -$127K -2,219 -2%
PI
44
PFG Investments
New York
$6.98M -$123K -2,154 -2%
Citigroup
45
Citigroup
New York
$6.8M +$339K +5,912 +5%
SW
46
SkyOak Wealth
Michigan
$6.74M -$102K -1,782 -1%
DWP
47
Daymark Wealth Partners
Ohio
$6.72M +$573K +10,001 +9%
IA
48
IFP Advisors
Florida
$6.17M +$322K +5,615 +6%
AWM
49
Apollon Wealth Management
South Carolina
$5.71M -$42K -734 -0.7%
FC
50
Fusion Capital
South Carolina
$5.7M -$41.1K -718 -0.7%