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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

306 hedge funds and large institutions have $2.42B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+16
Holders Change %
+5.52%
% of All Funds
4.43%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
35
Increased
104
Reduced
106
Closed
15
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
+$268K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$401M
2
OP
2
ORG Partners
Indiana
$3.54M
3
RJA
3
Raymond James & Associates
Florida
$97.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$27.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$91.8M
2
AP
2
Atwood & Palmer
Missouri
$8.08M
3
PAG
3
Private Advisor Group
New Jersey
$11.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$25.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
51
Fusion Capital
South Carolina
$5.82M +$18.8K +322 +0.3%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$5.61M -$53K -910 -0.9%
PIS
53
POM Investment Strategies
North Carolina
$5.23M +$33.9K +581 +0.7%
UL
54
Unionview LLC
Washington
$5.2M +$22.8K +392 +0.4%
GWM
55
Geneos Wealth Management
Colorado
$5.03M +$290K +4,976 +6%
VA
56
Valmark Advisers
Ohio
$4.83M +$264K +4,530 +6%
AWM
57
Apollon Wealth Management
South Carolina
$4.52M -$1.3M -22,239 -22%
CA
58
Claro Advisors
Massachusetts
$4.46M -$39.9K -684 -0.9%
CFGS
59
Concourse Financial Group Securities
Alabama
$4.42M +$389K +6,675 +10%
Comerica Bank
60
Comerica Bank
Texas
$4.4M -$71.8K -1,233 -2%
SA
61
Sanctuary Advisors
Indiana
$4.1M -$450K -7,363 -10%
KAS
62
Kestra Advisory Services
Texas
$4.04M -$525K -9,018 -12%
BTWM
63
Brass Tax Wealth Management
Ohio
$3.87M +$30.9K +531 +0.8%
Creative Planning
64
Creative Planning
Kansas
$3.58M -$123K -2,105 -3%
MWM
65
Meridian Wealth Management
Kentucky
$3.56M -$189K -3,240 -5%
OP
66
ORG Partners
Indiana
$3.54M +$3.54M +60,678 New
FHC
67
First Heartland Consultants
Missouri
$3.17M -$36.4K -625 -1%
SP
68
Stablepoint Partners
Massachusetts
$3.15M -$37.7K -647 -1%
MWA
69
Muirfield Wealth Advisors
North Carolina
$3.07M +$41.3K +708 +1%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$2.89M +$1.52M +26,136 +111%
KPWS
71
Kestra Private Wealth Services
Texas
$2.69M +$141K +2,427 +6%
APWA
72
Atlas Private Wealth Advisors
New Jersey
$2.69M +$25.9K +444 +1%
AWA
73
Arkadios Wealth Advisors
Georgia
$2.64M +$27.6K +473 +1%
CCA
74
Cottonwood Capital Advisors
Utah
$2.57M -$351K -6,030 -12%
IA
75
IFG Advisory
Georgia
$2.41M +$59.1K +1,014 +3%
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3
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