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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

172 hedge funds and large institutions have $1.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
42
Reduced
82
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$21M
2
Morgan Stanley
Morgan Stanley
New York
+$13.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9M
4
LFAS
Level Four Advisory Services
Texas
+$5.73M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.18M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.91M
2
PFS
Prospera Financial Services
Texas
-$6.06M
3
UBS Group
UBS Group
Switzerland
-$5.98M
4
LPL Financial
LPL Financial
California
-$5.47M
5
RJA
Raymond James & Associates
Florida
-$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
76
Ballew Advisors
Mississippi
$803K -$191K -5,884 -19%
CBFP
77
Cedar Brook Financial Partners
Ohio
$752K -$363K -11,290 -33%
UCFA
78
United Capital Financial Advisors
Texas
$738K -$35.4K -1,100 -5%
TWM
79
Titus Wealth Management
California
$733K – – –
HWA
80
HCR Wealth Advisors
California
$725K -$19.4K -600 -3%
V
81
Veritable
Delaware
$712K – – –
Citadel Advisors
82
Citadel Advisors
Florida
$710K +$710K +22,095 New
TNBTD
83
Trustmark National Bank Trust Department
Mississippi
$675K +$199K +6,200 +42%
CAAS
84
Capital Asset Advisory Services
Michigan
$671K +$671K +19,563 New
CFA
85
Carroll Financial Associates
North Carolina
$666K -$10.3K -321 -2%
ASN
86
Advisory Services Network
Georgia
$652K +$24.9K +774 +4%
CIAS
87
Capital Investment Advisory Services
North Carolina
$632K -$65.9K -2,048 -9%
PTC
88
Private Trust Company
Ohio
$628K +$6.88K +211 +1%
FAAS
89
First Allied Advisory Services
California
$618K -$1.4M -43,400 -69%
AIC
90
Ameritas Investment Company
Nebraska
$616K +$1.67K +52 +0.3%
SG
91
StoneX Group
New York
$589K -$31.2K -970 -5%
MWM
92
MinichMacGregor Wealth Management
New York
$577K +$577K +17,944 New
BF
93
BOK Financial
Oklahoma
$542K – – –
WIA
94
World Investment Advisors
California
$518K +$16.3K +470 +3%
WOSD
95
WFA of San Diego
California
$505K +$505K +15,412 New
PFA
96
Professional Financial Advisors
Nebraska
$498K +$269K +8,372 +118%
QWM
97
QP Wealth Management
New Jersey
$486K +$38.1K +1,184 +8%
HighTower Advisors
98
HighTower Advisors
Illinois
$477K -$44.8K -1,391 -9%
TA
99
TCG Advisors
Texas
$467K +$467K +14,511 New
Creative Planning
100
Creative Planning
Kansas
$428K -$47.5K -1,478 -10%
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