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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

172 hedge funds and large institutions have $1.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
42
Reduced
82
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$21M
2
Morgan Stanley
Morgan Stanley
New York
+$13.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9M
4
LFAS
Level Four Advisory Services
Texas
+$5.73M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.18M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.91M
2
PFS
Prospera Financial Services
Texas
-$6.06M
3
UBS Group
UBS Group
Switzerland
-$5.98M
4
LPL Financial
LPL Financial
California
-$5.47M
5
RJA
Raymond James & Associates
Florida
-$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
51
Arkadios Wealth Advisors
Georgia
$1.69M -$76K -2,321 -4%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.64M -$474K -14,724 -22%
MIAN
53
Mariner Independent Advisor Network
Kansas
$1.49M -$343K -10,618 -19%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.45M -$2.68M -83,549 -65%
VA
55
Valmark Advisers
Ohio
$1.4M +$450K +13,987 +47%
MA
56
Mutual Advisors
Nebraska
$1.4M -$21.5K -669 -2%
CWM
57
Concentrum Wealth Management
California
$1.4M +$55K +1,710 +4%
SI
58
Stephens Inc
Arkansas
$1.29M -$2.11M -65,531 -62%
QCIG
59
Quad-Cities Investment Group
Iowa
$1.24M +$26.2K +815 +2%
CA
60
Cetera Advisors
Colorado
$1.22M +$36.2K +1,124 +3%
AFP
61
Ausdal Financial Partners
Iowa
$1.21M -$149K -4,633 -11%
GCA
62
Genesee Capital Advisors
New York
$1.07M -$31.6K -983 -3%
CFD
63
Creative Financial Designs
Indiana
$1.06M +$378K +11,756 +55%
SMC
64
Smith, Moore & Co
Missouri
$1.04M +$78K +2,425 +8%
SPC
65
Sigma Planning Corp
Michigan
$1.01M -$52.2K -1,622 -5%
QWM
66
Quaker Wealth Management
New Jersey
$976K -$1.46M -45,463 -60%
FAIM
67
Financial Advocates Investment Management
Washington
$966K -$3.57K -111 -0.4%
RJT
68
Raymond James Trust
Florida
$964K – – –
MC
69
Moors & Cabot
Massachusetts
$950K -$1.77M -55,114 -65%
OC
70
Oppenheimer & Co
New York
$880K -$170K -5,289 -16%
WWM
71
Western Wealth Management
Colorado
$856K -$218K -6,754 -20%
HR
72
Hayden Royal
North Carolina
$844K +$844K +26,224 New
BRWA
73
B. Riley Wealth Advisors
Florida
$841K -$34.8K -1,083 -4%
DC
74
Davenport & Co
Virginia
$825K -$21.6K -673 -3%
SIG
75
Sargent Investment Group
Maryland
$811K -$105K -3,250 -11%
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