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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

121 hedge funds and large institutions have $1.45B invested in First Trust Dorsey Wright Focus 5 ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
10
Increased
31
Reduced
68
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$57.5M
2
SG
Strid Group
Pennsylvania
+$37.9M
3
CAN
Cetera Advisor Networks
California
+$35.8M
4
AG
Advisor Group
Arizona
+$12.4M
5
AIM
Advantage Investment Management
Iowa
+$9.15M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$45.5M
2
HFA
High Falls Advisors
New York
-$24.8M
3
UBS Group
UBS Group
Switzerland
-$18.2M
4
Bank of America
Bank of America
North Carolina
-$15.4M
5
SMA
Simply Money Advisors
Ohio
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$2.01M +$57.4K +2,507 +3%
SG Americas Securities
52
SG Americas Securities
New York
$1.84M +$1.84M +80,280 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$1.73M -$107K -4,691 -6%
OC
54
Oppenheimer & Co
New York
$1.73M +$625K +27,295 +57%
WS
55
Wedbush Securities
California
$1.71M -$273K -11,902 -14%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.71M -$29.3K -1,280 -2%
ICOA
57
Investment Centers of America
North Dakota
$1.55M -$496K -21,635 -24%
CCA
58
Clearwater Capital Advisors
Illinois
$1.51M -$198K -8,727 -12%
SB
59
Suntrust Banks
Georgia
$1.33M -$4.74M -207,391 -78%
FA
60
FDx Advisors
Illinois
$1.29M +$396K +17,291 +44%
DC
61
Davenport & Co
Virginia
$1.18M -$800K -34,925 -40%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$1.06M -$17.2K -748 -2%
KA
63
Kovack Advisors
Florida
$1.03M -$16.3K -713 -2%
WEC
64
Winslow Evans & Crocker
Massachusetts
$988K -$130K -5,660 -12%
HWP
65
Hefty Wealth Partners
Indiana
$945K +$46.9K +2,051 +5%
CWM
66
Concert Wealth Management
California
$910K -$181K -7,929 -17%
BRWA
67
B. Riley Wealth Advisors
Florida
$839K -$182K -7,961 -18%
NA
68
NewEdge Advisors
Louisiana
$822K -$148K -6,457 -15%
FAM
69
Formidable Asset Management
Ohio
$776K -$11.4K -500 -1%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$769K -$2.88M -125,941 -79%
CAAS
71
Capital Asset Advisory Services
Michigan
$750K -$48.3K -2,106 -6%
WP
72
WealthPLAN Partners
Nebraska
$723K -$132K -5,818 -15%
IWA
73
IBEX Wealth Advisors
New Jersey
$689K +$689K +30,068 New
BF
74
BOK Financial
Oklahoma
$682K -$28.3K -1,233 -4%
WI
75
Wintrust Investments
Illinois
$673K -$288K -12,574 -30%
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