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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

271 hedge funds and large institutions have $2.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 113 reducing their positions, and 18 closing their positions.

Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
3.97%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.18%
New
40
Increased
71
Reduced
113
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$726M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$13.4M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.6M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$21.2M
5
RJA
5
Raymond James & Associates
Florida
$85.3M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$51.9M
2
Wells Fargo
2
Wells Fargo
California
$217M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$71.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$55.1M
5
LPL Financial
5
LPL Financial
California
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
51
Daymark Wealth Partners
Ohio
$4.96M +$888K +17,230 +22%
PIS
52
POM Investment Strategies
North Carolina
$4.77M +$4.77M +92,623 New
DWMG
53
DB Wealth Management Group
California
$4.66M -$2.07M -40,203 -31%
Comerica Bank
54
Comerica Bank
Texas
$4.62M +$65.9K +1,279 +1%
CA
55
Claro Advisors
Massachusetts
$4.26M -$187K -3,637 -4%
UL
56
Unionview LLC
Washington
$4.26M +$4.18K +81 +0.1%
PI
57
PFG Investments
New York
$4.11M -$2.66M -51,696 -39%
GWM
58
Geneos Wealth Management
Colorado
$4.07M -$2.14M -41,445 -34%
SFI
59
SPC Financial Inc
Maryland
$4M +$485K +9,400 +14%
KAS
60
Kestra Advisory Services
Texas
$3.94M -$984K -19,088 -20%
VA
61
Valmark Advisers
Ohio
$3.84M +$92.4K +1,792 +2%
SPC
62
Sigma Planning Corp
Michigan
$3.77M -$2.22M -43,124 -37%
FTS
63
Fifth Third Securities
Ohio
$3.61M -$127K -2,457 -3%
MWM
64
Meridian Wealth Management
Kentucky
$3.35M +$59.6K +1,157 +2%
Creative Planning
65
Creative Planning
Kansas
$3.32M -$197K -3,830 -6%
Mariner
66
Mariner
Kansas
$2.88M -$2.41M -46,718 -46%
AWS
67
Atria Wealth Solutions
New York
$2.88M +$359K +6,960 +14%
FHC
68
First Heartland Consultants
Missouri
$2.85M – – –
CCA
69
Cottonwood Capital Advisors
Utah
$2.85M -$42.7K -828 -1%
AWA
70
Arkadios Wealth Advisors
Georgia
$2.83M -$451K -8,752 -14%
CFGS
71
Concourse Financial Group Securities
Alabama
$2.73M +$522K +10,120 +24%
OIA
72
OneDigital Investment Advisors
Kansas
$2.58M -$53.9K -1,045 -2%
EWM
73
Endowment Wealth Management
Wisconsin
$2.57M +$86.6K +1,680 +3%
MWA
74
Muirfield Wealth Advisors
North Carolina
$2.55M +$2.55M +49,472 New
KPWS
75
Kestra Private Wealth Services
Texas
$2.41M -$881K -17,084 -27%
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