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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

329 hedge funds and large institutions have $3.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+23
Holders Change %
+7.52%
% of All Funds
4.38%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
53
Increased
99
Reduced
114
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$20.2M
2
LPL Financial
2
LPL Financial
California
$264M
3
OP
3
ORG Partners
Indiana
$11M
4
EP
4
Essential Planning
New Hampshire
$5.84M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$30.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$938K
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$594M
3
Morgan Stanley
3
Morgan Stanley
New York
$393M
4
UBS Group
4
UBS Group
Switzerland
$82.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$6.83M +$59.4K +1,006 +0.9%
SW
52
SkyOak Wealth
Michigan
$6.79M -$148K -2,511 -2%
IA
53
IFP Advisors
Florida
$6.48M +$184K +3,121 +3%
FC
54
Fusion Capital
South Carolina
$6.11M +$217K +3,674 +4%
EP
55
Essential Planning
New Hampshire
$5.84M +$5.84M +97,500 New
UL
56
Unionview LLC
Washington
$5.53M +$267K +4,522 +5%
GWM
57
Geneos Wealth Management
Colorado
$5.5M +$401K +6,790 +8%
PIS
58
POM Investment Strategies
North Carolina
$5.39M +$88.2K +1,493 +2%
MIM
59
Marshall Investment Management
Colorado
$5.39M +$5.39M +92,504 New
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$5.35M -$342K -5,792 -6%
TS
61
TradeWell Securities
Indiana
$5.33M +$5.33M +90,320 New
KAS
62
Kestra Advisory Services
Texas
$5.29M +$1.19M +20,194 +29%
VA
63
Valmark Advisers
Ohio
$5.2M +$303K +5,131 +6%
CFGS
64
Concourse Financial Group Securities
Alabama
$4.98M +$277K +4,474 +6%
AWM
65
Apollon Wealth Management
South Carolina
$4.59M +$12.4K +210 +0.3%
CA
66
Claro Advisors
Massachusetts
$4.52M -$4.31K -73 -0.1%
Comerica Bank
67
Comerica Bank
Texas
$4.45M -$15.9K -269 -0.4%
SA
68
Sanctuary Advisors
Indiana
$4.18M -$23.3K -372 -0.6%
TA
69
TKG Advisors
Indiana
$3.97M +$3.97M +63,867 New
BTWM
70
Brass Tax Wealth Management
Ohio
$3.92M +$2.07K +35 +0.1%
Creative Planning
71
Creative Planning
Kansas
$3.88M +$256K +4,335 +7%
MWM
72
Meridian Wealth Management
Kentucky
$3.6M – – –
FHC
73
First Heartland Consultants
Missouri
$3.39M +$173K +2,927 +5%
GRP
74
Global Retirement Partners
California
$3.29M +$2.37M +40,212 +259%
SP
75
Stablepoint Partners
Massachusetts
$3.1M -$93.6K -1,585 -3%
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3
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