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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

133 hedge funds and large institutions have $1.24B invested in First Trust Dorsey Wright Focus 5 ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-5
Holders Change %
-3.62%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
13
Increased
39
Reduced
59
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.14M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.89M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.82M
4
CAN
Cetera Advisor Networks
California
+$2.6M
5
AG
Advisor Group
Arizona
+$2.56M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$27.8M
2
Morgan Stanley
Morgan Stanley
New York
-$7.89M
3
Wells Fargo
Wells Fargo
California
-$6.73M
4
UBS Group
UBS Group
Switzerland
-$4.04M
5
Stifel Financial
Stifel Financial
Missouri
-$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
$525K -$379K -14,470 -42%
OC
77
Oppenheimer & Co
New York
$507K -$791K -30,238 -61%
V
78
Veritable
Delaware
$484K – – –
PAG
79
Private Advisory Group
Washington
$413K -$369K -17,285 -47%
RFWA
80
RPg Family Wealth Advisory
Massachusetts
$393K +$1.96K +75 +0.5%
AIM
81
Aspen Investment Management
Michigan
$382K +$19.6K +750 +5%
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$373K +$42.5K +1,623 +13%
Creative Planning
83
Creative Planning
Kansas
$364K +$87.1K +3,333 +31%
TI
84
Truepoint Inc
Ohio
$347K – – –
GLA
85
Good Life Advisors
Pennsylvania
$339K -$5.24K -198 -2%
ICOA
86
Investment Centers of America
North Dakota
$325K – – –
LFG
87
LifePlan Financial Group
Ohio
$303K +$10.9K +418 +4%
SGI
88
Swan Global Investments
Colorado
$286K – – –
FA
89
Fortis Advisors
Pennsylvania
$284K -$71.1K -2,712 -20%
WP
90
WealthPLAN Partners
Nebraska
$281K -$401K -15,295 -59%
IWM
91
IHT Wealth Management
Illinois
$280K +$240K +9,042 +603%
PTC
92
Private Trust Company
Ohio
$275K +$19.8K +756 +8%
SG
93
StoneX Group
New York
$267K -$5.23K -200 -2%
FANJ
94
Financial Architects (New Jersey)
New Jersey
$262K -$8.86K -338 -3%
BAM
95
Belpointe Asset Management
Nevada
$245K +$245K +9,350 New
NWP
96
Northstar Wealth Partners
Connecticut
$244K +$3.58K +135 +1%
B
97
Bridgeworth
Alabama
$239K +$239K +8,960 New
WB
98
Webster Bank
Connecticut
$225K – – –
Bank of New York Mellon
99
Bank of New York Mellon
New York
$211K -$302K -11,533 -59%
IC
100
Intersect Capital
California
$205K +$205K +7,839 New
2 3
4
5 6