FV icon

First Trust Dorsey Wright Focus 5 ETF
FV

Overview Fund Activity

195 hedge funds and large institutions have $1.34B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 42 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+27
Holders Change %
+16.07%
% of All Funds
3.46%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
40
Increased
42
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$105M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.69M
3
RIA
Regal Investment Advisors
Michigan
+$4.67M
4
ATPW
Ashton Thomas Private Wealth
Arizona
+$4.52M
5
MWM
Meridian Wealth Management
Kentucky
+$3.22M

Top Sellers

1
SG
Strid Group
Pennsylvania
-$32.5M
2
Morgan Stanley
Morgan Stanley
New York
-$9.02M
3
WS
Wedbush Securities
California
-$4.05M
4
UBS Group
UBS Group
Switzerland
-$3.94M
5
Wells Fargo
Wells Fargo
California
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
51
Snowden Capital Advisors
New York
$2.11M -$44.6K -1,103 -2%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$2.06M +$352K +8,697 +21%
AWA
53
Arkadios Wealth Advisors
Georgia
$2.05M -$129K -3,189 -6%
MIAN
54
Mariner Independent Advisor Network
Kansas
$1.94M +$36.9K +912 +2%
KPWS
55
Kestra Private Wealth Services
Texas
$1.93M +$370K +9,124 +24%
MML Investors Services
56
MML Investors Services
Massachusetts
$1.87M -$184K -4,543 -9%
CFD
57
Creative Financial Designs
Indiana
$1.8M +$82.3K +2,033 +5%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$1.8M +$67.2K +1,662 +4%
PAG
59
Private Advisory Group
Washington
$1.68M +$1.25M +30,830 +289%
MA
60
Mutual Advisors
Nebraska
$1.68M -$40.1K -990 -2%
AWM
61
Affinity Wealth Management
Delaware
$1.65M -$1.36K -32 -0.1%
CI
62
CX Institutional
Indiana
$1.6M +$1.59M +39,405 +131,350%
AFP
63
Ausdal Financial Partners
Iowa
$1.51M -$1.9K -47 -0.1%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$1.5M -$86.3K -2,132 -5%
AWM
65
Accel Wealth Management
Iowa
$1.43M +$1.43M +35,234 New
IA
66
IFG Advisory
Georgia
$1.38M -$185K -4,576 -12%
CA
67
Cetera Advisors
Colorado
$1.37M -$185K -4,562 -12%
SMC
68
Smith, Moore & Co
Missouri
$1.3M -$8.05K -199 -0.6%
PTC
69
Private Trust Company
Ohio
$1.29M +$108K +2,670 +9%
GCA
70
Genesee Capital Advisors
New York
$1.24M – – –
RJT
71
Raymond James Trust
Florida
$1.19M -$23.6K -582 -2%
SPC
72
Sigma Planning Corp
Michigan
$1.11M -$123K -3,046 -10%
MC
73
Moors & Cabot
Massachusetts
$1.1M -$97.4K -2,410 -8%
DC
74
Davenport & Co
Virginia
$1.09M -$6.07K -150 -0.6%
HighTower Advisors
75
HighTower Advisors
Illinois
$1.07M +$188K +4,658 +21%
1 2
3
4 5