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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

93 hedge funds and large institutions have $1.53B invested in First Trust Dorsey Wright Focus 5 ETF in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+21
Holders Change %
+29.17%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
27
Increased
59
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$185M
2
Wells Fargo
Wells Fargo
California
+$68.3M
3
Bank of America
Bank of America
North Carolina
+$46.1M
4
LPL Financial
LPL Financial
California
+$44.6M
5
BTS
BB&T Securities
Virginia
+$39.1M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$1.73M
2
Jane Street
Jane Street
New York
-$1.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.41M
4
CCB
Cutter & Co Brokerage
Missouri
-$824K
5
CS
Credit Suisse
Switzerland
-$524K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Concert Wealth Management
California
$1.46M +$667K +43,770 +84%
AIM
52
Advantage Investment Management
Iowa
$1.31M +$984K +40,968 +304%
MC
53
Moors & Cabot
Massachusetts
$1.15M +$196K +8,173 +20%
WA
54
WFG Advisors
Texas
$1.11M +$778K +32,425 +238%
KA
55
Kovack Advisors
Florida
$1.02M +$253K +10,539 +33%
AI
56
Atria Investments
North Carolina
$998K +$430K +17,881 +76%
BRWM
57
B. Riley Wealth Management
Tennessee
$997K -$141K -5,878 -12%
FAM
58
Formidable Asset Management
Ohio
$943K -$13.1K -550 -1%
UCFA
59
United Capital Financial Advisors
Texas
$942K +$699K +29,955 +288%
IP
60
Investment Partners
Ohio
$903K +$12.6K +523 +1%
LA
61
LVW Advisors
New York
$899K +$899K +37,430 New
WS
62
Wedbush Securities
California
$871K +$626K +26,095 +256%
GLA
63
Great Lakes Advisors
Illinois
$846K -$12.7K -530 -1%
AIM
64
Aspen Investment Management
Michigan
$751K +$90.3K +3,760 +14%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$751K +$172K +7,178 +30%
WP
66
WealthPLAN Partners
Nebraska
$527K +$527K +22,010 New
SAG
67
Sterne Agee Group
Alabama
$497K +$497K +20,445 New
SI
68
SII Investments
Wisconsin
$482K +$482K +20,115 New
BRWA
69
B. Riley Wealth Advisors
Florida
$423K +$49.6K +2,063 +13%
RIA
70
Regal Investment Advisors
Michigan
$392K +$262K +10,938 +203%
MIAN
71
Mariner Independent Advisor Network
Kansas
$351K +$29.2K +1,215 +9%
WFG
72
Wills Financial Group
Virginia
$316K +$316K +13,170 New
Millennium Management
73
Millennium Management
New York
$302K +$302K +12,587 New
SC
74
Scotia Capital
Ontario, Canada
$292K +$292K +12,155 New
PTC
75
Private Trust Company
Ohio
$259K +$259K +10,789 New
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