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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

196 hedge funds and large institutions have $1.46B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 73 reducing their positions, and 14 closing their positions.

Holders
196
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
17
Increased
59
Reduced
73
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$59.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.7M
3
WI
3
Wintrust Investments
Illinois
$3.52M
4
BRWM
4
B. Riley Wealth Management
Tennessee
$1.56M
5
SPIA
5
Steward Partners Investment Advisory
New York
$6.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$275M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$80.2M
3
RIA
3
Regal Investment Advisors
Michigan
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12.1M
5
SG
5
Strid Group
Pennsylvania
$37.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MIAN
51
Mariner Independent Advisor Network
Kansas
$2.49M 55,863 +8,034 +17%
GSWM
52
Golden State Wealth Management
California
$2.46M 55,109 -5,000 -8%
AWA
53
Arkadios Wealth Advisors
Georgia
$2.41M 53,992 +3,320 +7%
SCA
54
Snowden Capital Advisors
New York
$2.39M 53,442 +1,206 +2%
SFG
55
SNS Financial Group
Minnesota
$2.17M 48,567 -10,118 -17%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$2.16M 48,341 -2,488 -5%
CFD
57
Creative Financial Designs
Indiana
$2.16M 48,279 +3,721 +8%
BA
58
Ballew Advisors
Mississippi
$1.94M 42,774 +21,442 +101%
KPWS
59
Kestra Private Wealth Services
Texas
$1.93M 43,268 -4,351 -9%
MA
60
Mutual Advisors
Nebraska
$1.8M 40,312 -1,180 -3%
CI
61
CX Institutional
Indiana
$1.78M 39,954 +519 +1%
AWM
62
Affinity Wealth Management
Delaware
$1.77M 38,977 – –
HighTower Advisors
63
HighTower Advisors
Illinois
$1.68M 37,552 +10,988 +41%
BRWM
64
B. Riley Wealth Management
Tennessee
$1.56M 36,108 +36,108 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$1.54M 34,384 -2,598 -7%
AWM
66
Accel Wealth Management
Iowa
$1.53M 34,227 -1,007 -3%
CA
67
Cetera Advisors
Colorado
$1.47M 32,868 -1,091 -3%
OMC
68
Old Mission Capital
Illinois
$1.46M 32,665 +16,644 +104%
SMC
69
Smith, Moore & Co
Missouri
$1.44M 32,169 – –
PTC
70
Private Trust Company
Ohio
$1.43M 31,958 +194 +0.6%
AFP
71
Ausdal Financial Partners
Iowa
$1.38M 30,878 -6,337 -17%
SPC
72
Sigma Planning Corp
Michigan
$1.31M 29,439 +2,068 +8%
RJT
73
Raymond James Trust
Florida
$1.31M 29,385 – –
TWM
74
Titus Wealth Management
California
$1.15M 25,690 +600 +2%
SBSB
75
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.13M 25,214 +3,313 +15%
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