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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

282 hedge funds and large institutions have $2.36B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+11
Holders Change %
+4.06%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
33
Increased
85
Reduced
114
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$23.2M
2
OCM
One Capital Management
California
+$22.6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9.96M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.54M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$6.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$422M
2
UBS Group
UBS Group
Switzerland
-$107M
3
Osaic Holdings
Osaic Holdings
Arizona
-$9.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Apollon Wealth Management
South Carolina
$5.75M +$40.9K +715 +0.7%
FC
52
Fusion Capital
South Carolina
$5.74M -$80.8K -1,412 -1%
PIS
53
POM Investment Strategies
North Carolina
$5.47M +$168K +2,942 +3%
Comerica Bank
54
Comerica Bank
Texas
$5.08M -$50.4K -880 -1%
SFI
55
SPC Financial Inc
Maryland
$5.01M +$572K +9,995 +13%
UL
56
Unionview LLC
Washington
$4.81M +$80.4K +1,405 +2%
CA
57
Claro Advisors
Massachusetts
$4.7M -$33.4K -584 -0.7%
GWM
58
Geneos Wealth Management
Colorado
$4.57M +$55.7K +973 +1%
VA
59
Valmark Advisers
Ohio
$4.38M +$112K +1,964 +3%
CA
60
Cetera Advisors
Colorado
$4.26M +$2.14M +37,460 +101%
KAS
61
Kestra Advisory Services
Texas
$4.22M -$149K -2,600 -3%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$4.04M +$3.06M +53,518 +313%
FTS
63
Fifth Third Securities
Ohio
$3.84M -$166K -2,908 -4%
BTWM
64
Brass Tax Wealth Management
Ohio
$3.8M +$3.8M +66,334 New
CFGS
65
Concourse Financial Group Securities
Alabama
$3.76M +$737K +12,885 +24%
Creative Planning
66
Creative Planning
Kansas
$3.64M -$53.5K -935 -1%
AWS
67
Atria Wealth Solutions
New York
$3.43M +$231K +4,033 +7%
FHC
68
First Heartland Consultants
Missouri
$3.17M +$7.33K +128 +0.2%
SP
69
Stablepoint Partners
Massachusetts
$3.09M +$591K +10,331 +24%
MWA
70
Muirfield Wealth Advisors
North Carolina
$2.84M +$6.01K +105 +0.2%
CCA
71
Cottonwood Capital Advisors
Utah
$2.82M -$182K -3,355 -6%
AWA
72
Arkadios Wealth Advisors
Georgia
$2.62M -$524K -9,162 -17%
GAA
73
Global Assets Advisory
Florida
$2.57M +$2.57M +146,955 New
WS
74
Wedbush Securities
California
$2.4M -$225K -3,927 -9%
KPWS
75
Kestra Private Wealth Services
Texas
$2.33M -$339K -5,928 -13%
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