FV icon

First Trust Dorsey Wright Focus 5 ETF

169 hedge funds and large institutions have $1.44B invested in First Trust Dorsey Wright Focus 5 ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+12
Holders Change %
+7.64%
% of All Funds
3.88%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
31
Increased
45
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
76
IBEX Wealth Advisors
New Jersey
$726K +$726K +25,694 New
GFPC
77
Global Financial Private Capital
Florida
$692K -$24.9K -868 -3%
FAM
78
Formidable Asset Management
Ohio
$681K
Citadel Advisors
79
Citadel Advisors
Florida
$666K +$666K +23,169 New
OPWM
80
Oak Point Wealth Management
Michigan
$646K +$88.7K +3,157 +16%
BF
81
BOK Financial
Oklahoma
$627K -$71.3K -2,483 -10%
CIAS
82
Capital Investment Advisory Services
North Carolina
$608K +$608K +21,172 New
FA
83
FDx Advisors
Illinois
$605K -$89.6K -3,119 -13%
UCFA
84
United Capital Financial Advisors
Texas
$598K -$769K -26,787 -56%
TNBTD
85
Trustmark National Bank Trust Department
Mississippi
$579K -$325K -11,300 -36%
CCB
86
Cutter & Co Brokerage
Missouri
$561K -$109K -3,783 -16%
V
87
Veritable
Delaware
$531K
AWA
88
Acorn Wealth Advisors
Michigan
$500K -$7.49K -260 -1%
CCA
89
Clearwater Capital Advisors
Illinois
$482K -$147K -5,126 -23%
SG
90
StoneX Group
New York
$457K +$128K +4,455 +39%
KFGK
91
Keystone Financial Group (Kentucky)
Kentucky
$437K +$437K +15,635 New
IWC
92
Integrated Wealth Concepts
Massachusetts
$436K
RFWA
93
RPg Family Wealth Advisory
Massachusetts
$426K -$34.6K -1,204 -8%
CA
94
Calton & Associates
Florida
$422K +$18.6K +648 +5%
AIM
95
Aspen Investment Management
Michigan
$419K
WAM
96
Wealthspire Advisors (Maryland)
Maryland
$410K
CIBC World Market
97
CIBC World Market
Ontario, Canada
$372K +$372K +12,943 New
TFO
98
Tarbox Family Office
California
$372K +$372K +12,952 New
PTC
99
Private Trust Company
Ohio
$336K +$33K +1,151 +11%
Creative Planning
100
Creative Planning
Kansas
$331K -$59.2K -2,059 -15%