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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

173 hedge funds and large institutions have $1.32B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
13
Increased
52
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$10.2M
2
TLP
Trinity Legacy Partners
Texas
+$2.92M
3
IA
IFG Advisory
Georgia
+$2.51M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.21M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.14M

Top Sellers

1
WWM
Western Wealth Management
Colorado
-$19M
2
Wells Fargo
Wells Fargo
California
-$6.41M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.44M
4
Morgan Stanley
Morgan Stanley
New York
-$3.48M
5
Ameriprise
Ameriprise
Minnesota
-$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$817K – – –
DC
77
Davenport & Co
Virginia
$803K -$15.6K -512 -2%
TWM
78
Titus Wealth Management
California
$738K -$8.58K -290 -1%
LFAS
79
Level Four Advisory Services
Texas
$732K -$20.9K -705 -3%
TFS
80
Thoroughbred Financial Services
Tennessee
$718K +$718K +24,266 New
VA
81
Valmark Advisers
Ohio
$706K +$130K +4,406 +23%
CWM
82
Cornerstone Wealth Management
Missouri
$703K +$7.49K +253 +1%
CAAS
83
Capital Asset Advisory Services
Michigan
$676K +$48.3K +1,631 +8%
CFA
84
Carroll Financial Associates
North Carolina
$642K – – –
GCA
85
Genesee Capital Advisors
New York
$641K +$177 +6 +0%
RFWA
86
RPg Family Wealth Advisory
Massachusetts
$615K +$4.88K +165 +0.8%
UCFA
87
United Capital Financial Advisors
Texas
$604K -$265K -8,971 -31%
PTC
88
Private Trust Company
Ohio
$588K +$9.61K +325 +2%
CIAS
89
Capital Investment Advisory Services
North Carolina
$578K +$187K +6,335 +48%
BF
90
BOK Financial
Oklahoma
$574K – – –
WWM
91
Western Wealth Management
Colorado
$572K -$19M -640,613 -97%
CCB
92
Cutter & Co Brokerage
Missouri
$566K +$59 +2 +0%
RFN
93
RDA Financial Network
Iowa
$548K -$2.76K -90 -0.5%
HWA
94
HCR Wealth Advisors
California
$540K -$289K -9,780 -35%
TNBTD
95
Trustmark National Bank Trust Department
Mississippi
$518K +$2.81K +95 +0.5%
IWC
96
Integrated Wealth Concepts
Massachusetts
$515K +$59 +2 +0%
GTAM
97
Global Trust Asset Management
Florida
$508K -$13.3K -448 -3%
AIC
98
Ameritas Investment Company
Nebraska
$508K +$297K +10,017 +140%
SG
99
StoneX Group
New York
$502K +$70.8K +2,392 +16%
MWM
100
MinichMacGregor Wealth Management
New York
$498K – – –
2 3
4
5 6