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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

253 hedge funds and large institutions have $2.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
28
Increased
75
Reduced
107
Closed
15
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
+$220K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.6M
2
PFS
Prospera Financial Services
Texas
+$34.2M
3
NA
NewEdge Advisors
Louisiana
+$17.7M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$6.32M

Top Sellers

1
OCM
One Capital Management
California
-$28.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$27.3M
3
Bank of America
Bank of America
North Carolina
-$10.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.03M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$6.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$4.84M +$304K +6,488 +7%
FC
52
Fusion Capital
South Carolina
$4.8M -$31.5K -672 -0.7%
PI
53
PFG Investments
New York
$4.77M +$2.98M +63,530 +167%
CA
54
Claro Advisors
Massachusetts
$4.25M -$125K -2,662 -3%
Mariner
55
Mariner
Kansas
$4.09M -$1.26M -26,884 -24%
DWP
56
Daymark Wealth Partners
Ohio
$3.83M -$85.4K -1,820 -2%
UL
57
Unionview LLC
Washington
$3.77M +$153K +3,266 +4%
MWM
58
Meridian Wealth Management
Kentucky
$3.41M -$27.6K -589 -0.8%
FTS
59
Fifth Third Securities
Ohio
$3.36M +$46.6K +994 +1%
SHFP
60
Second Half Financial Partners
Florida
$3.3M +$3.3M +70,443 New
VA
61
Valmark Advisers
Ohio
$3.26M +$2.58K +55 +0.1%
Creative Planning
62
Creative Planning
Kansas
$3.18M -$286K -6,098 -8%
AWA
63
Arkadios Wealth Advisors
Georgia
$3.13M -$4.55K -97 -0.1%
QWM
64
QP Wealth Management
New Jersey
$3.05M -$23.8K -507 -0.8%
TA
65
TKG Advisors
Indiana
$2.91M +$2.91M +61,982 New
CPC
66
Consolidated Planning Corp
Georgia
$2.87M +$175K +3,739 +7%
HI
67
Harbour Investments
Wisconsin
$2.79M +$193K +4,123 +7%
SFI
68
SPC Financial Inc
Maryland
$2.77M +$544K +11,588 +24%
CCA
69
Cottonwood Capital Advisors
Utah
$2.69M -$31.1K -662 -1%
FHC
70
First Heartland Consultants
Missouri
$2.61M -$74.2K -1,581 -3%
OIA
71
OneDigital Investment Advisors
Kansas
$2.42M -$29.4K -627 -1%
MSFS
72
Main Street Financial Solutions
Pennsylvania
$2.41M +$31.7K +675 +1%
AWS
73
Atria Wealth Solutions
New York
$2.35M +$93.3K +1,989 +4%
KPWS
74
Kestra Private Wealth Services
Texas
$2.34M +$192K +4,085 +9%
KFGK
75
Keystone Financial Group (Kentucky)
Kentucky
$2.28M +$2.28M +48,691 New
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3
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