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First Trust Dorsey Wright Focus 5 ETF

172 hedge funds and large institutions have $1.13B invested in First Trust Dorsey Wright Focus 5 ETF in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
3.84%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
32
Increased
40
Reduced
67
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
76
Davenport & Co
Virginia
$724K -$15.8K -625 -2%
HWA
77
HCR Wealth Advisors
California
$674K -$50.5K -2,000 -7%
CAAS
78
Capital Asset Advisory Services
Michigan
$669K -$58K -2,299 -8%
LFAS
79
Level Four Advisory Services
Texas
$669K -$10.1K -400 -1%
WWM
80
Western Wealth Management
Colorado
$660K +$660K +25,509 New
ASN
81
Advisory Services Network
Georgia
$649K +$68.8K +2,723 +12%
PTC
82
Private Trust Company
Ohio
$606K -$5.7K -226 -0.9%
OC
83
Oppenheimer & Co
New York
$598K -$2.46M -97,169 -80%
FAM
84
Formidable Asset Management
Ohio
$531K -$59.3K -2,350 -10%
CWM
85
Cornerstone Wealth Management
Missouri
$512K -$1.52M -60,397 -75%
BF
86
BOK Financial
Oklahoma
$506K
IWC
87
Integrated Wealth Concepts
Massachusetts
$495K -$7.73K -306 -2%
WIA
88
World Investment Advisors
California
$477K +$477K +16,328 New
TNBTD
89
Trustmark National Bank Trust Department
Mississippi
$476K -$34.6K -1,370 -7%
WP
90
WealthShield Partners
North Carolina
$476K +$198K +7,845 +71%
AWA
91
Acorn Wealth Advisors
Michigan
$457K
Bank of New York Mellon
92
Bank of New York Mellon
New York
$453K +$241K +9,535 +114%
CCB
93
Cutter & Co Brokerage
Missouri
$436K -$57.6K -2,283 -12%
RFWA
94
RPg Family Wealth Advisory
Massachusetts
$426K +$11.4K +450 +3%
CA
95
Calton & Associates
Florida
$399K +$8.17K +324 +2%
Creative Planning
96
Creative Planning
Kansas
$382K
SS
97
Simplicity Solutions
Minnesota
$382K +$382K +15,107 New
AIM
98
Aspen Investment Management
Michigan
$369K
WAM
99
Wealthspire Advisors (Maryland)
Maryland
$360K
William Blair & Company
100
William Blair & Company
Illinois
$357K +$53.7K +2,126 +18%