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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

251 hedge funds and large institutions have $1.97B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
4%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
19
Increased
86
Reduced
101
Closed
18
Calls
$1.15M
Puts
–
Net Calls
+$1.15M
Net Calls Change
+$927K

Top Buyers

1
MWM
1
MinichMacGregor Wealth Management
New York
$10.9M
2
NA
2
NewEdge Advisors
Louisiana
$40.3M
3
MFS
3
Madrona Financial Services
Washington
$19.1M
4
LPL Financial
4
LPL Financial
California
$188M
5
Wells Fargo
5
Wells Fargo
California
$209M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$333M
2
HI
2
Hudock Inc
Pennsylvania
$0
3
DWMG
3
DB Wealth Management Group
California
$5.79M
4
PAG
4
Private Advisor Group
New Jersey
$14.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$4.71M -$285K -6,434 -6%
Mariner
52
Mariner
Kansas
$4.55M +$683K +15,428 +18%
FC
53
Fusion Capital
South Carolina
$4.53M -$1.06K -24 -0%
KAS
54
Kestra Advisory Services
Texas
$4.23M -$404K -9,120 -9%
Comerica Bank
55
Comerica Bank
Texas
$3.92M +$3.92M +88,400 New
CA
56
Claro Advisors
Massachusetts
$3.82M -$195K -4,398 -5%
UL
57
Unionview LLC
Washington
$3.65M +$93.3K +2,107 +3%
DWP
58
Daymark Wealth Partners
Ohio
$3.5M -$110K -2,474 -3%
VA
59
Valmark Advisers
Ohio
$3.22M +$148K +3,337 +5%
FTS
60
Fifth Third Securities
Ohio
$3.21M +$41.5K +937 +1%
QWM
61
QP Wealth Management
New Jersey
$3.05M +$165K +3,716 +6%
Creative Planning
62
Creative Planning
Kansas
$3.03M +$19.3K +436 +0.6%
SFI
63
SPC Financial Inc
Maryland
$3.02M +$400K +9,038 +15%
MWM
64
Meridian Wealth Management
Kentucky
$2.83M -$388K -8,750 -12%
KPWS
65
Kestra Private Wealth Services
Texas
$2.82M +$613K +13,827 +28%
AWA
66
Arkadios Wealth Advisors
Georgia
$2.82M -$137K -3,088 -5%
TA
67
TKG Advisors
Indiana
$2.79M +$47.4K +1,071 +2%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.7M +$1.98M +44,730 +278%
CPC
69
Consolidated Planning Corp
Georgia
$2.52M -$188K -4,247 -7%
CCA
70
Cottonwood Capital Advisors
Utah
$2.48M -$59.8K -1,350 -2%
FHC
71
First Heartland Consultants
Missouri
$2.45M -$14.5K -328 -0.6%
OIA
72
OneDigital Investment Advisors
Kansas
$2.26M -$23.6K -532 -1%
AWS
73
Atria Wealth Solutions
New York
$2.17M -$49.1K -1,109 -2%
EWM
74
Endowment Wealth Management
Wisconsin
$2.14M +$228K +5,140 +12%
GSC
75
G&S Capital
Colorado
$2.11M +$8.82K +199 +0.4%
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3
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