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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.45B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+31
Holders Change %
+17.92%
% of All Funds
4.03%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
43
Increased
52
Reduced
76
Closed
9
Calls
–
Puts
$534K
Net Calls
-$534K
Net Calls Change
-$534K

Top Buyers

1
TLP
Trinity Legacy Partners
Texas
+$22.2M
2
Truist Financial
Truist Financial
North Carolina
+$9.83M
3
WWM
Western Wealth Management
Colorado
+$9.11M
4
PFS
Prospera Financial Services
Texas
+$6.19M
5
IAA
Independent Advisor Alliance
North Carolina
+$5.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.66M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.62M
3
Bank of America
Bank of America
North Carolina
-$4M
4
CI
CX Institutional
Indiana
-$2.74M
5
OC
Oppenheimer & Co
New York
-$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
$906K -$638K -20,180 -41%
AI
77
Atria Investments
North Carolina
$900K +$11.4K +360 +1%
BRWA
78
B. Riley Wealth Advisors
Florida
$890K -$51.8K -1,641 -6%
SIG
79
Sargent Investment Group
Maryland
$866K -$161K -5,110 -16%
HWA
80
HCR Wealth Advisors
California
$863K +$286K +9,075 +50%
VA
81
Valmark Advisers
Ohio
$830K +$76.2K +2,414 +10%
CWM
82
Cornerstone Wealth Management
Missouri
$829K +$79.2K +2,510 +11%
DC
83
Davenport & Co
Virginia
$826K -$7.32K -232 -0.9%
LFAS
84
Level Four Advisory Services
Texas
$776K -$5.21K -165 -0.7%
TWM
85
Titus Wealth Management
California
$762K -$25.2K -800 -3%
RFWA
86
RPg Family Wealth Advisory
Massachusetts
$749K +$93.3K +2,957 +14%
CAAS
87
Capital Asset Advisory Services
Michigan
$697K -$66.4K -1,987 -9%
CIAS
88
Capital Investment Advisory Services
North Carolina
$692K +$75.3K +2,385 +12%
GCA
89
Genesee Capital Advisors
New York
$686K +$1.74K +55 +0.3%
CFA
90
Carroll Financial Associates
North Carolina
$672K -$12.5K -397 -2%
UCFA
91
United Capital Financial Advisors
Texas
$662K +$18K +571 +3%
TFS
92
Thoroughbred Financial Services
Tennessee
$647K -$119K -3,779 -16%
PTC
93
Private Trust Company
Ohio
$624K -$2.77K -88 -0.4%
CFD
94
Creative Financial Designs
Indiana
$617K +$197K +6,174 +47%
BF
95
BOK Financial
Oklahoma
$612K – – –
AIC
96
Ameritas Investment Company
Nebraska
$594K +$52.3K +1,656 +10%
CAS
97
Cascadia Advisory Services
Oregon
$591K +$591K +18,723 New
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$583K -$1.26M -39,894 -68%
SG
99
StoneX Group
New York
$556K +$20.1K +637 +4%
IWC
100
Integrated Wealth Concepts
Massachusetts
$554K +$4.58K +145 +0.8%
2 3
4
5 6