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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

306 hedge funds and large institutions have $2.42B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+16
Holders Change %
+5.52%
% of All Funds
4.43%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
35
Increased
104
Reduced
106
Closed
15
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
+$268K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$401M
2
OP
2
ORG Partners
Indiana
$3.54M
3
RJA
3
Raymond James & Associates
Florida
$97.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$27.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$91.8M
2
AP
2
Atwood & Palmer
Missouri
$8.08M
3
PAG
3
Private Advisor Group
New Jersey
$11.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$25.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$14.9M +$1.1M +18,873 +8%
MWM
27
MinichMacGregor Wealth Management
New York
$14.9M +$54.6K +937 +0.4%
IWC
28
Integrated Wealth Concepts
Massachusetts
$14M +$639K +10,972 +5%
SG
29
Strid Group
Pennsylvania
$13.6M – – –
MML Investors Services
30
MML Investors Services
Massachusetts
$11.8M -$1.74M -29,825 -13%
PAG
31
Private Advisor Group
New Jersey
$11.4M -$6.16M -105,762 -35%
HighTower Advisors
32
HighTower Advisors
Illinois
$11.2M +$259K +4,439 +2%
ATPW
33
Ashton Thomas Private Wealth
Arizona
$10.3M -$1.01M -17,380 -9%
SWP
34
Stratos Wealth Partners
Ohio
$9.94M +$806K +13,840 +9%
SAM
35
Secure Asset Management
Michigan
$9.29M -$984K -16,883 -10%
MOS
36
MGO One Seven
Ohio
$9.1M -$78.1K -1,341 -0.9%
CWM
37
Concentrum Wealth Management
California
$8.95M +$154K +2,641 +2%
RIA
38
Regal Investment Advisors
Michigan
$8.78M +$90.8K +1,558 +1%
HA
39
HFG Advisors
Ohio
$8.09M -$42K -721 -0.5%
AP
40
Atwood & Palmer
Missouri
$8.08M -$9.83M -168,675 -55%
AWM
41
Affinity Wealth Management
Delaware
$7.82M -$287K -4,917 -4%
GLA
42
Good Life Advisors
Pennsylvania
$7.75M -$263K -4,522 -3%
Truist Financial
43
Truist Financial
North Carolina
$7.59M +$17.5K +300 +0.2%
PI
44
PFG Investments
New York
$7.33M +$226K +3,880 +3%
DWP
45
Daymark Wealth Partners
Ohio
$7.29M +$450K +7,717 +7%
SPC
46
Sigma Planning Corp
Michigan
$7.23M +$65K +1,115 +0.9%
SW
47
SkyOak Wealth
Michigan
$6.84M -$15.5K -266 -0.2%
Citigroup
48
Citigroup
New York
$6.68M -$237K -4,074 -3%
IA
49
IFP Advisors
Florida
$6.21M -$64.2K -1,102 -1%
SFI
50
SPC Financial Inc
Maryland
$6.18M +$571K +9,796 +10%
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