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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

196 hedge funds and large institutions have $1.46B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
17
Increased
59
Reduced
73
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$59.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.7M
3
WI
Wintrust Investments
Illinois
$3.52M
4
BRWM
B. Riley Wealth Management
Tennessee
$1.56M
5
SPIA
Steward Partners Investment Advisory
New York
$6.34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$275M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$80.2M
3
RIA
Regal Investment Advisors
Michigan
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.1M
5
SG
Strid Group
Pennsylvania
$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWM
76
QP Wealth Management
New Jersey
$1.11M +$58.9K +1,320 +6%
DC
77
Davenport & Co
Virginia
$1.11M -$92.3K -2,068 -8%
IA
78
IFG Advisory
Georgia
$1.1M -$418K -9,376 -28%
OC
79
Oppenheimer & Co
New York
$1.08M -$22.8K -511 -2%
IAIM
80
International Assets Investment Management
Florida
$1.06M +$527K +14,006 +99%
IWA
81
IBEX Wealth Advisors
New Jersey
$1.04M +$1.04M +23,324 New
WW
82
Waterfront Wealth
Kansas
$1.02M -$2.27K -50 -0.2%
FHA
83
Flagship Harbor Advisors
Massachusetts
$1.01M +$1.01M +22,694 New
QCIG
84
Quad-Cities Investment Group
Iowa
$1.01M -$51.2K -1,147 -5%
V
85
Veritable
Delaware
$988K – – –
ASN
86
Advisory Services Network
Georgia
$957K +$89.9K +2,013 +10%
CIAS
87
Capital Investment Advisory Services
North Carolina
$954K -$1.43K -32 -0.1%
CCFM
88
Clear Creek Financial Management
Washington
$953K -$133K -2,889 -12%
BFA
89
Beacon Financial Advisory
Ohio
$951K – – –
WWM
90
Western Wealth Management
Colorado
$942K -$24.6K -550 -3%
UCFA
91
United Capital Financial Advisors
Texas
$941K -$29K -650 -3%
SIG
92
Sargent Investment Group
Maryland
$939K – – –
TNBTD
93
Trustmark National Bank Trust Department
Mississippi
$877K -$60.1K -1,345 -6%
PAG
94
Private Advisory Group
Washington
$866K -$988K -22,114 -53%
MWM
95
MinichMacGregor Wealth Management
New York
$846K +$45.8K +1,025 +6%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$801K -$1.18M -26,477 -60%
MC
97
Moors & Cabot
Massachusetts
$800K -$413K -9,261 -34%
BF
98
BOK Financial
Oklahoma
$746K -$6.52K -146 -0.9%
BPA
99
Beacon Pointe Advisors
California
$745K +$129K +2,893 +21%
PFA
100
Professional Financial Advisors
Nebraska
$744K +$80.4K +1,800 +12%
2 3
4
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