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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

245 hedge funds and large institutions have $1.96B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
245
Holders Change
+32
Holders Change %
+15.02%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
52
Increased
94
Reduced
66
Closed
16
Calls
$410K
Puts
–
Net Calls
+$410K
Net Calls Change
-$46K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$186M
2
OCM
2
One Capital Management
California
$29.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$390M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$141M
5
LPL Financial
5
LPL Financial
California
$143M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$54.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$81.2M
3
MSFS
3
Main Street Financial Solutions
Pennsylvania
$2.35M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$1.18M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$4.25M +$100K +3,295 +2%
DWP
52
Daymark Wealth Partners
Ohio
$3.88M +$3.88M +83,271 New
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$3.88M +$1.35M +29,025 +54%
UL
54
Unionview LLC
Washington
$3.46M +$2.35M +50,424 +211%
MWM
55
Meridian Wealth Management
Kentucky
$3.41M -$171K -3,679 -5%
WI
56
Wintrust Investments
Illinois
$3.34M – – –
VA
57
Valmark Advisers
Ohio
$3.32M +$3.32M +71,381 New
QWM
58
QP Wealth Management
New Jersey
$3.3M -$320K -6,884 -9%
AWA
59
Arkadios Wealth Advisors
Georgia
$3.1M +$507K +10,896 +20%
MCC
60
Money Concepts Capital
Florida
$3.05M +$3M +64,519 +5,925%
AAS
61
Avantax Advisory Services
Texas
$2.77M +$1.01M +21,777 +58%
NA
62
NewEdge Advisors
Louisiana
$2.76M +$1.43M +59,258 +107%
HighTower Advisors
63
HighTower Advisors
Illinois
$2.74M +$797K +17,142 +41%
CCA
64
Cottonwood Capital Advisors
Utah
$2.71M -$425K -9,137 -14%
OC
65
Oppenheimer & Co
New York
$2.71M -$279 -6 -0%
Ameriprise
66
Ameriprise
Minnesota
$2.7M +$2.7M +58,097 New
Creative Planning
67
Creative Planning
Kansas
$2.68M +$169K +3,637 +7%
FHC
68
First Heartland Consultants
Missouri
$2.66M – – –
OIA
69
OneDigital Investment Advisors
Kansas
$2.57M +$9.36K +201 +0.4%
RGF
70
Retirement Guys Formula
Ohio
$2.49M +$2.49M +53,486 New
ASN
71
Advisory Services Network
Georgia
$2.4M +$1.39M +29,905 +138%
MSFS
72
Main Street Financial Solutions
Pennsylvania
$2.35M -$3.36M -72,107 -59%
KFGK
73
Keystone Financial Group (Kentucky)
Kentucky
$2.3M -$84.8K -1,822 -4%
FTS
74
Fifth Third Securities
Ohio
$2.22M +$2.22M +47,654 New
CFD
75
Creative Financial Designs
Indiana
$2.16M +$96.5K +2,072 +5%
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3
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