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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

290 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
30
Increased
86
Reduced
116
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$102M
2
MWM
Meridian Wealth Management
Kentucky
+$3.68M
3
Wells Fargo
Wells Fargo
California
+$2.61M
4
Stifel Financial
Stifel Financial
Missouri
+$2.41M
5
LPL Financial
LPL Financial
California
+$2.27M

Top Sellers

1
OCM
One Capital Management
California
-$22.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$15M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.31M
4
RJA
Raymond James & Associates
Florida
-$4.16M
5
FTS
Fifth Third Securities
Ohio
-$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$5.57M -$2.23M -38,960 -29%
SFI
52
SPC Financial Inc
Maryland
$5.52M +$503K +8,776 +10%
PIS
53
POM Investment Strategies
North Carolina
$5.11M -$363K -6,343 -7%
UL
54
Unionview LLC
Washington
$5.09M +$276K +4,827 +6%
GWM
55
Geneos Wealth Management
Colorado
$4.66M +$86.2K +1,506 +2%
VA
56
Valmark Advisers
Ohio
$4.49M +$105K +1,836 +2%
KAS
57
Kestra Advisory Services
Texas
$4.49M +$261K +4,552 +6%
CA
58
Claro Advisors
Massachusetts
$4.43M -$273K -4,759 -6%
Comerica Bank
59
Comerica Bank
Texas
$4.4M -$688K -12,019 -14%
SA
60
Sanctuary Advisors
Indiana
$4.07M +$4.07M +74,469 New
CFGS
61
Concourse Financial Group Securities
Alabama
$3.96M +$197K +3,446 +5%
BTWM
62
Brass Tax Wealth Management
Ohio
$3.77M -$29.6K -517 -0.8%
MWM
63
Meridian Wealth Management
Kentucky
$3.68M +$3.68M +64,270 New
Creative Planning
64
Creative Planning
Kansas
$3.64M -$974 -17 -0%
SP
65
Stablepoint Partners
Massachusetts
$3.07M +$36K +641 +1%
MWA
66
Muirfield Wealth Advisors
North Carolina
$2.98M +$141K +2,460 +5%
CCA
67
Cottonwood Capital Advisors
Utah
$2.91M -$99.5K -1,717 -3%
APWA
68
Atlas Private Wealth Advisors
New Jersey
$2.61M +$1.37M +23,888 +110%
AWA
69
Arkadios Wealth Advisors
Georgia
$2.57M -$48.2K -842 -2%
KPWS
70
Kestra Private Wealth Services
Texas
$2.51M +$175K +3,063 +8%
IA
71
IFG Advisory
Georgia
$2.32M +$24.8K +433 +1%
CFG
72
Carr Financial Group
Massachusetts
$2.3M +$1.38M +24,104 +150%
WS
73
Wedbush Securities
California
$2.29M -$117K -2,036 -5%
Mariner
74
Mariner
Kansas
$2.26M -$29.8K -521 -1%
OIA
75
OneDigital Investment Advisors
Kansas
$2.18M -$113K -1,974 -5%
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