FV icon

First Trust Dorsey Wright Focus 5 ETF

168 hedge funds and large institutions have $1.06B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
13
Increased
40
Reduced
74
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
76
HCR Wealth Advisors
California
$778K +$11.1K +325 +1%
V
77
Veritable
Delaware
$758K +$3.41K +100 +0.5%
HighTower Advisors
78
HighTower Advisors
Illinois
$747K +$242K +7,106 +48%
UCFA
79
United Capital Financial Advisors
Texas
$741K -$40.9K -1,200 -5%
ASN
80
Advisory Services Network
Georgia
$738K +$45.9K +1,345 +7%
TNBTD
81
Trustmark National Bank Trust Department
Mississippi
$716K
TWM
82
Titus Wealth Management
California
$709K -$68.2K -2,000 -9%
CIAS
83
Capital Investment Advisory Services
North Carolina
$653K -$17.2K -505 -3%
AIC
84
Ameritas Investment Company
Nebraska
$616K
MWM
85
MinichMacGregor Wealth Management
New York
$612K
FAAS
86
First Allied Advisory Services
California
$608K -$46.8K -1,373 -7%
CAAS
87
Capital Asset Advisory Services
Michigan
$593K -$74.4K -2,180 -11%
BF
88
BOK Financial
Oklahoma
$575K
VA
89
Valmark Advisers
Ohio
$560K -$928K -27,220 -62%
FAIM
90
Financial Advocates Investment Management
Washington
$550K -$474K -13,901 -46%
QWM
91
QP Wealth Management
New Jersey
$550K +$34.1K +1,000 +7%
Creative Planning
92
Creative Planning
Kansas
$530K +$75.5K +2,213 +17%
HR
93
Hayden Royal
North Carolina
$525K -$369K -10,820 -41%
PFA
94
Professional Financial Advisors
Nebraska
$517K -$6.94K -205 -1%
WIA
95
World Investment Advisors
California
$510K
KA
96
Kovack Advisors
Florida
$470K +$24.9K +731 +6%
CCB
97
Cutter & Co Brokerage
Missouri
$453K -$819 -24 -0.2%
FAM
98
Formidable Asset Management
Ohio
$436K
AWM
99
AE Wealth Management
Kansas
$431K -$19.3K -565 -4%
CWM
100
Cornerstone Wealth Management
Missouri
$426K -$19.7K -577 -4%