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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

189 hedge funds and large institutions have $1.55B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
3.32%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
13
Increased
75
Reduced
62
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.7M
2
GLA
Good Life Advisors
Pennsylvania
+$7.27M
3
LPL Financial
LPL Financial
California
+$6.69M
4
Wells Fargo
Wells Fargo
California
+$6.04M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.21M

Top Sellers

1
LFAS
Level Four Advisory Services
Texas
-$8.91M
2
Morgan Stanley
Morgan Stanley
New York
-$5.83M
3
BFA
Brendel Financial Advisors
New Hampshire
-$5.09M
4
Citigroup
Citigroup
New York
-$3.5M
5
SI
Stephens Inc
Arkansas
-$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
76
Raymond James Trust
Florida
$1.29M -$52.3K -1,143 -4%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$1.27M -$77.7K -1,698 -6%
SPC
78
Sigma Planning Corp
Michigan
$1.25M -$44.3K -968 -3%
IA
79
Insight Advisors
Pennsylvania
$1.21M +$544K +10,742 +81%
QWM
80
QP Wealth Management
New Jersey
$1.21M +$16K +350 +1%
NA
81
NewEdge Advisors
Louisiana
$1.08M +$225K +4,911 +26%
AIC
82
Ameritas Investment Company
Nebraska
$1.08M +$87K +1,899 +9%
WW
83
Waterfront Wealth
Kansas
$1.02M +$14.7K +322 +1%
QCIG
84
Quad-Cities Investment Group
Iowa
$1.02M – – –
ASN
85
Advisory Services Network
Georgia
$1.01M +$48.8K +1,066 +5%
KA
86
Kovack Advisors
Florida
$1M +$364K +7,953 +57%
TNBTD
87
Trustmark National Bank Trust Department
Mississippi
$1M +$102K +2,221 +11%
CIAS
88
Capital Investment Advisory Services
North Carolina
$998K +$32.7K +715 +3%
IA
89
IFG Advisory
Georgia
$971K -$119K -2,609 -11%
BA
90
Ballew Advisors
Mississippi
$935K +$2.27K +49 +0.2%
BFA
91
Beacon Financial Advisory
Ohio
$929K +$26.7K +584 +3%
CCFM
92
Clear Creek Financial Management
Washington
$919K -$6.96K -152 -0.8%
MC
93
Moors & Cabot
Massachusetts
$839K -$12.6K -275 -1%
DC
94
Davenport & Co
Virginia
$831K -$361K -7,880 -30%
SIG
95
Sargent Investment Group
Maryland
$826K -$68.7K -1,500 -8%
BPA
96
Beacon Pointe Advisors
California
$813K -$3.98K -87 -0.5%
KWM
97
Kingsview Wealth Management
Oregon
$793K +$793K +17,314 New
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$789K +$138K +3,014 +21%
SMA
99
Sage Mountain Advisors
Georgia
$780K +$780K +17,038 New
PAG
100
Private Advisory Group
Washington
$756K -$105K -2,289 -12%
2 3
4
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