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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.45B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+31
Holders Change %
+17.92%
% of All Funds
4.03%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
43
Increased
52
Reduced
76
Closed
9
Calls
–
Puts
$534K
Net Calls
-$534K
Net Calls Change
-$534K

Top Buyers

1
TLP
Trinity Legacy Partners
Texas
+$22.2M
2
Truist Financial
Truist Financial
North Carolina
+$9.83M
3
WWM
Western Wealth Management
Colorado
+$9.11M
4
PFS
Prospera Financial Services
Texas
+$6.19M
5
IAA
Independent Advisor Alliance
North Carolina
+$5.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.66M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.62M
3
Bank of America
Bank of America
North Carolina
-$4M
4
CI
CX Institutional
Indiana
-$2.74M
5
OC
Oppenheimer & Co
New York
-$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
51
Moors & Cabot
Massachusetts
$2.85M +$101K +3,190 +4%
IA
52
IFG Advisory
Georgia
$2.53M -$148K -4,677 -6%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$2.39M -$237K -7,513 -9%
QWM
54
Quaker Wealth Management
New Jersey
$2.38M +$2.38M +75,335 New
FAAS
55
First Allied Advisory Services
California
$2.31M +$1.39M +43,958 +151%
EH
56
Equitable Holdings
New York
$2.31M +$2.31M +73,203 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$2.12M +$50K +1,586 +2%
FAIM
58
Financial Advocates Investment Management
Washington
$1.92M +$97.2K +3,080 +5%
AWA
59
Arkadios Wealth Advisors
Georgia
$1.86M +$1.86M +55,038 New
MA
60
Mutual Advisors
Nebraska
$1.85M -$168K -5,326 -8%
MIAN
61
Mariner Independent Advisor Network
Kansas
$1.82M -$6.93K -219 -0.4%
SCA
62
Snowden Capital Advisors
New York
$1.74M +$15K +475 +0.9%
CA
63
Cetera Advisors
Colorado
$1.73M -$273K -8,659 -14%
JIP
64
Jaffetilchin Investment Partners
Florida
$1.73M – – –
PFA
65
Professional Financial Advisors
Nebraska
$1.63M +$1.63M +51,788 New
OC
66
Oppenheimer & Co
New York
$1.42M -$2.43M -77,075 -63%
SPC
67
Sigma Planning Corp
Michigan
$1.31M -$364K -11,545 -22%
CBFP
68
Cedar Brook Financial Partners
Ohio
$1.28M -$919K -29,108 -42%
Prudential Financial
69
Prudential Financial
New Jersey
$1.26M -$15.3K -484 -1%
QCIG
70
Quad-Cities Investment Group
Iowa
$1.2M +$32.8K +1,039 +3%
SMC
71
Smith, Moore & Co
Missouri
$1.08M -$7.07K -224 -0.7%
Jane Street
72
Jane Street
New York
$996K -$236K -7,466 -19%
AWM
73
Affinity Wealth Management
Delaware
$991K – – –
RJT
74
Raymond James Trust
Florida
$980K +$9.75K +309 +1%
BA
75
Ballew Advisors
Mississippi
$976K -$89.9K -2,796 -8%
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