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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

133 hedge funds and large institutions have $1.24B invested in First Trust Dorsey Wright Focus 5 ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-5
Holders Change %
-3.62%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
13
Increased
39
Reduced
59
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.14M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.89M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.82M
4
CAN
Cetera Advisor Networks
California
+$2.6M
5
AG
Advisor Group
Arizona
+$2.56M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$27.8M
2
Morgan Stanley
Morgan Stanley
New York
-$7.89M
3
Wells Fargo
Wells Fargo
California
-$6.73M
4
UBS Group
UBS Group
Switzerland
-$4.04M
5
Stifel Financial
Stifel Financial
Missouri
-$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$1.3M -$330K -12,601 -20%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$1.22M -$108K -4,111 -8%
SPIA
53
Steward Partners Investment Advisory
New York
$1.16M +$855K +32,656 +283%
BRWA
54
B. Riley Wealth Advisors
Florida
$1.13M +$4.43K +169 +0.4%
SB
55
Suntrust Banks
Georgia
$1.03M -$18.9K -722 -2%
SI
56
SII Investments
Wisconsin
$1.03M +$84.8K +3,245 +9%
LFAS
57
Level Four Advisory Services
Texas
$958K -$184K -7,036 -16%
HWP
58
Hefty Wealth Partners
Indiana
$908K +$52.8K +2,019 +6%
CAAS
59
Capital Asset Advisory Services
Michigan
$814K -$7.14K -273 -0.9%
GFPC
60
Global Financial Private Capital
Florida
$795K +$795K +30,391 New
TNBTD
61
Trustmark National Bank Trust Department
Mississippi
$792K -$445K -16,991 -36%
DC
62
Davenport & Co
Virginia
$760K -$33.1K -1,264 -4%
HWA
63
HCR Wealth Advisors
California
$751K -$10.5K -400 -1%
FA
64
FDx Advisors
Illinois
$720K -$41.8K -1,598 -5%
SMC
65
Smith, Moore & Co
Missouri
$718K +$195K +7,451 +37%
IWA
66
IBEX Wealth Advisors
New Jersey
$693K -$7.46K -281 -1%
SCA
67
Snowden Capital Advisors
New York
$690K +$32.3K +1,236 +5%
BF
68
BOK Financial
Oklahoma
$671K -$2.75K -105 -0.4%
WI
69
Wintrust Investments
Illinois
$656K +$98.8K +3,777 +18%
BIG
70
Bellwether Investment Group
Tennessee
$654K +$52 +2 +0%
SS
71
Sunbelt Securities
Texas
$621K +$12K +458 +2%
CCB
72
Cutter & Co Brokerage
Missouri
$611K -$28.2K -1,077 -4%
CCA
73
Clearwater Capital Advisors
Illinois
$593K – – –
WS
74
Wedbush Securities
California
$573K -$485K -18,530 -46%
FAM
75
Formidable Asset Management
Ohio
$568K -$39.6K -1,515 -7%
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