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First Trust Dorsey Wright Focus 5 ETF

242 hedge funds and large institutions have $1.87B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
25
Increased
105
Reduced
76
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
51
RFG Advisory
Alabama
$4.21M +$199K +4,418 +5%
CA
52
Claro Advisors
Massachusetts
$4.21M -$164K -3,634 -4%
DWP
53
Daymark Wealth Partners
Ohio
$3.76M +$4.51K +100 +0.1%
IA
54
IFP Advisors
Florida
$3.66M -$563K -18,590 -13%
UL
55
Unionview LLC
Washington
$3.48M +$126K +2,794 +4%
Creative Planning
56
Creative Planning
Kansas
$3.34M +$737K +16,358 +28%
MWM
57
Meridian Wealth Management
Kentucky
$3.3M
WI
58
Wintrust Investments
Illinois
$3.23M -$8.75K -194 -0.3%
FTS
59
Fifth Third Securities
Ohio
$3.18M +$1.03M +22,882 +48%
VA
60
Valmark Advisers
Ohio
$3.13M -$89.7K -1,989 -3%
AWA
61
Arkadios Wealth Advisors
Georgia
$3.01M +$9.11K +202 +0.3%
AAS
62
Avantax Advisory Services
Texas
$2.99M +$309K +6,855 +12%
QWM
63
QP Wealth Management
New Jersey
$2.95M -$237K -5,257 -7%
CCA
64
Cottonwood Capital Advisors
Utah
$2.62M -$7.98K -177 -0.3%
HighTower Advisors
65
HighTower Advisors
Illinois
$2.6M -$54.7K -1,214 -2%
CPC
66
Consolidated Planning Corp
Georgia
$2.59M +$2.59M +57,427 New
FHC
67
First Heartland Consultants
Missouri
$2.58M
HI
68
Harbour Investments
Wisconsin
$2.5M +$584K +12,957 +30%
RGF
69
Retirement Guys Formula
Ohio
$2.45M +$40.2K +892 +2%
OIA
70
OneDigital Investment Advisors
Kansas
$2.35M -$137K -3,032 -5%
MSFS
71
Main Street Financial Solutions
Pennsylvania
$2.29M +$12.8K +284 +0.6%
AI
72
Atria Investments
North Carolina
$2.26M +$344K +7,640 +18%
AWS
73
Atria Wealth Solutions
New York
$2.16M +$1.55M +34,332 +251%
SFI
74
SPC Financial Inc
Maryland
$2.14M +$296K +6,572 +16%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$2.12M +$961K +21,317 +83%