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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

72 hedge funds and large institutions have $813M invested in First Trust Dorsey Wright Focus 5 ETF in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+21
Holders Change %
+41.18%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
43
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$165M
2
Wells Fargo
Wells Fargo
California
+$78.6M
3
BTS
BB&T Securities
Virginia
+$53.5M
4
LPL Financial
LPL Financial
California
+$25.5M
5
PFS
Prospera Financial Services
Texas
+$11.9M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.46M
2
HFS
HL Financial Services
Kentucky
-$727K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$606K
4
MFS
MSI Financial Services
Massachusetts
-$505K
5
NES
New England Securities
New York
-$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$531K +$531K +24,098 New
AI
52
Atria Investments
North Carolina
$521K +$521K +23,667 New
MFS
53
MSI Financial Services
Massachusetts
$505K -$505K -22,919 -50%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$366K +$124K +5,621 +51%
ICOA
55
Investment Centers of America
North Dakota
$322K +$322K +14,724 New
WA
56
WFG Advisors
Texas
$300K +$256K +11,605 +580%
AIM
57
Advantage Investment Management
Iowa
$297K +$297K +13,492 New
MIAN
58
Mariner Independent Advisor Network
Kansas
$295K +$295K +13,400 New
DC
59
Davenport & Co
Virginia
$286K +$286K +12,975 New
NFG
60
Next Financial Group
Texas
$284K +$143K +6,470 +101%
UCFA
61
United Capital Financial Advisors
Texas
$229K +$229K +10,391 New
HighTower Advisors
62
HighTower Advisors
Illinois
$227K +$227K +10,317 New
WS
63
Wedbush Securities
California
$225K +$225K +10,197 New
RIA
64
Regal Investment Advisors
Michigan
$119K +$44.1K +2,000 +59%
WEC
65
Winslow Evans & Crocker
Massachusetts
$59.7K +$45.9K +2,084 +333%
Citigroup
66
Citigroup
New York
$44K +$33.2K +1,515 +309%
US Bancorp
67
US Bancorp
Minnesota
$12K +$12K +551 New
RAM
68
Riggs Asset Management
Pennsylvania
$7K – – –
BCI
69
Brinker Capital Investments
Pennsylvania
$5K +$1.07K +51 +27%
BRWA
70
B. Riley Wealth Advisors
Florida
$3.37K +$3.37K +15,536 New
HF
71
Hoxton Financial
West Virginia
$2K +$2K +79 New
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
– -$5.46M -267,723 Closed
PTC
73
Private Trust Company
Ohio
– -$99K -4,865 Closed
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