FV icon

First Trust Dorsey Wright Focus 5 ETF
FV

Overview Fund Activity

329 hedge funds and large institutions have $3.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+23
Holders Change %
+7.52%
% of All Funds
4.38%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
53
Increased
99
Reduced
114
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$20.2M
2
LPL Financial
LPL Financial
California
$264M
3
OP
ORG Partners
Indiana
$11M
4
EP
Essential Planning
New Hampshire
$5.84M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$30.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$938K
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$594M
3
Morgan Stanley
Morgan Stanley
New York
$393M
4
UBS Group
UBS Group
Switzerland
$82.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$16.7M +$95.5K +1,617 +0.6%
SPIA
27
Steward Partners Investment Advisory
New York
$15.1M -$25.9K -439 -0.2%
SG
28
Strid Group
Pennsylvania
$13.7M -$97K -1,642 -0.7%
MWM
29
MinichMacGregor Wealth Management
New York
$13.3M -$1.76M -29,729 -12%
IWC
30
Integrated Wealth Concepts
Massachusetts
$11.9M -$2.37M -40,107 -17%
PAG
31
Private Advisor Group
New Jersey
$11.5M +$8.03K +136 +0.1%
HighTower Advisors
32
HighTower Advisors
Illinois
$11.2M -$154K -2,614 -1%
OP
33
ORG Partners
Indiana
$11M +$7.4M +125,371 +207%
MOS
34
MGO One Seven
Ohio
$10.5M +$1.31M +22,139 +14%
SWP
35
Stratos Wealth Partners
Ohio
$10M -$20.7K -351 -0.2%
ATPW
36
Ashton Thomas Private Wealth
Arizona
$10M -$393K -6,651 -4%
CWM
37
Concentrum Wealth Management
California
$9.41M +$329K +5,576 +4%
RIA
38
Regal Investment Advisors
Michigan
$9.39M +$488K +8,264 +5%
SAM
39
Secure Asset Management
Michigan
$8.98M -$441K -7,473 -5%
HA
40
HFG Advisors
Ohio
$8.55M +$358K +6,070 +4%
SPC
41
Sigma Planning Corp
Michigan
$8.17M +$848K +14,356 +12%
AP
42
Atwood & Palmer
Missouri
$7.9M -$286K -4,840 -3%
MML Investors Services
43
MML Investors Services
Massachusetts
$7.8M -$4.12M -69,766 -35%
Truist Financial
44
Truist Financial
North Carolina
$7.73M +$34.9K +591 +0.5%
AWM
45
Affinity Wealth Management
Delaware
$7.72M -$206K -3,489 -3%
DWP
46
Daymark Wealth Partners
Ohio
$7.52M +$132K +2,231 +2%
PI
47
PFG Investments
New York
$7.13M -$300K -5,084 -4%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$7.09M +$4.99M +84,414 +237%
GLA
49
Good Life Advisors
Pennsylvania
$6.92M -$938K -15,881 -12%
SFI
50
SPC Financial Inc
Maryland
$6.85M +$579K +9,804 +9%
1
2
3 4 5