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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

174 hedge funds and large institutions have $879M invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-30
Holders Change %
-14.71%
% of All Funds
3.84%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
12
Increased
39
Reduced
93
Closed
38
Calls
–
Puts
$319K
Net Calls
-$319K
Net Calls Change
+$215K

Top Buyers

1
SG
Strid Group
Pennsylvania
+$22.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
3
TLP
Trinity Legacy Partners
Texas
+$2.08M
4
GSWM
Golden State Wealth Management
California
+$1.73M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$907K

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$63M
2
Morgan Stanley
Morgan Stanley
New York
-$43.2M
3
Wells Fargo
Wells Fargo
California
-$37.5M
4
CAN
Cetera Advisor Networks
California
-$28.7M
5
Bank of America
Bank of America
North Carolina
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
76
Level Four Advisory Services
Texas
$632K – – –
UCFA
77
United Capital Financial Advisors
Texas
$618K +$78.1K +3,036 +14%
CWM
78
Cornerstone Wealth Management
Missouri
$595K -$80.5K -3,129 -12%
HWA
79
HCR Wealth Advisors
California
$593K -$109K -4,260 -16%
TWM
80
Titus Wealth Management
California
$586K -$35.4K -1,375 -6%
V
81
Veritable
Delaware
$569K +$569K +22,130 New
CIAS
82
Capital Investment Advisory Services
North Carolina
$557K -$6.27K -244 -1%
CFD
83
Creative Financial Designs
Indiana
$546K +$48.5K +1,885 +10%
CFA
84
Carroll Financial Associates
North Carolina
$541K -$6.58K -256 -1%
ASN
85
Advisory Services Network
Georgia
$501K +$90.5K +3,525 +22%
SG
86
StoneX Group
New York
$496K +$42.6K +1,656 +9%
AIC
87
Ameritas Investment Company
Nebraska
$491K +$7.74K +301 +2%
PTC
88
Private Trust Company
Ohio
$489K -$19K -740 -4%
AI
89
Atria Investments
North Carolina
$434K -$299K -11,629 -41%
BF
90
BOK Financial
Oklahoma
$433K -$65.6K -2,554 -13%
IWC
91
Integrated Wealth Concepts
Massachusetts
$429K -$22.6K -877 -5%
HighTower Advisors
92
HighTower Advisors
Illinois
$419K +$71.8K +2,774 +21%
ACA
93
Aptus Capital Advisors
Alabama
$407K – – –
CFGS
94
Concourse Financial Group Securities
Alabama
$400K -$1.31K -51 -0.3%
QWM
95
QP Wealth Management
New Jersey
$398K +$6.88K +241 +2%
Creative Planning
96
Creative Planning
Kansas
$380K +$4.24K +165 +1%
TNBTD
97
Trustmark National Bank Trust Department
Mississippi
$380K +$12.1K +470 +3%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$379K +$12.1K +470 +3%
CCB
99
Cutter & Co Brokerage
Missouri
$378K -$55.6K -2,164 -13%
AWM
100
AE Wealth Management
Kansas
$373K -$13.6K -528 -4%
2 3
4
5 6