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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

168 hedge funds and large institutions have $1.06B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
13
Increased
40
Reduced
74
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.11M
2
SI
Stephens Inc
Arkansas
+$3.78M
3
GSWM
Golden State Wealth Management
California
+$2.18M
4
RJA
Raymond James & Associates
Florida
+$1.66M
5
AWM
Affinity Wealth Management
Delaware
+$1.37M

Top Sellers

1
TLP
Trinity Legacy Partners
Texas
-$85.7M
2
PFS
Prospera Financial Services
Texas
-$50M
3
Morgan Stanley
Morgan Stanley
New York
-$14.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.58M
5
Bank of America
Bank of America
North Carolina
-$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
51
Mariner Independent Advisor Network
Kansas
$1.6M +$23.6K +692 +1%
CFD
52
Creative Financial Designs
Indiana
$1.45M +$325K +9,533 +29%
MA
53
Mutual Advisors
Nebraska
$1.45M -$31K -910 -2%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$1.44M -$300K -8,802 -17%
Citadel Advisors
55
Citadel Advisors
Florida
$1.37M +$618K +18,117 +82%
AWM
56
Affinity Wealth Management
Delaware
$1.37M +$1.37M +39,009 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$1.34M -$540K -15,823 -29%
IA
58
IFG Advisory
Georgia
$1.32M -$839K -24,616 -39%
CA
59
Cetera Advisors
Colorado
$1.31M +$18.3K +535 +1%
KPWS
60
Kestra Private Wealth Services
Texas
$1.31M +$1.31M +38,495 New
QCIG
61
Quad-Cities Investment Group
Iowa
$1.27M -$38.1K -1,117 -3%
AFP
62
Ausdal Financial Partners
Iowa
$1.27M -$8.66K -254 -0.7%
SMC
63
Smith, Moore & Co
Missouri
$1.1M +$34 +1 +0%
GCA
64
Genesee Capital Advisors
New York
$1.04M -$92.9K -2,724 -8%
SPC
65
Sigma Planning Corp
Michigan
$1.04M -$28.9K -846 -3%
RJT
66
Raymond James Trust
Florida
$1.02M – – –
MC
67
Moors & Cabot
Massachusetts
$1.01M +$1.16K +34 +0.1%
PTC
68
Private Trust Company
Ohio
$992K +$335K +9,825 +51%
BRWA
69
B. Riley Wealth Advisors
Florida
$931K +$38.3K +1,123 +4%
DC
70
Davenport & Co
Virginia
$925K +$49.7K +1,457 +6%
OC
71
Oppenheimer & Co
New York
$854K -$78.9K -2,313 -8%
BA
72
Ballew Advisors
Mississippi
$838K -$28K -801 -3%
WWM
73
Western Wealth Management
Colorado
$835K -$69.3K -2,031 -8%
SIG
74
Sargent Investment Group
Maryland
$835K -$23.9K -700 -3%
CBFP
75
Cedar Brook Financial Partners
Ohio
$798K -$137 -4 -0%
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