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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

211 hedge funds and large institutions have $1.51B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 25 closing their positions.

Holders
211
Holders Change
-5
Holders Change %
-2.31%
% of All Funds
3.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
21
Increased
79
Reduced
77
Closed
25
Calls
$464K
Puts
–
Net Calls
+$464K
Net Calls Change
+$249K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$324M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$25.6M
3
HI
3
Hudock Inc
Pennsylvania
$8.56M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$86.7M
5
UBS Group
5
UBS Group
Switzerland
$59.9M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$60.5M
2
LPL Financial
2
LPL Financial
California
$111M
3
MCC
3
Money Concepts Capital
Florida
$42K
4
IWA
4
IBEX Wealth Advisors
New Jersey
$0
5
SWM
5
Spire Wealth Management
Virginia
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
76
Endowment Wealth Management
Wisconsin
$1.47M 35,558 +1,977 +6%
AWM
77
Accel Wealth Management
Iowa
$1.42M 34,623 +304 +0.9%
SWM
78
Spire Wealth Management
Virginia
$1.36M 32,905 -50,004 -60%
CA
79
CoreCap Advisors
Michigan
$1.28M 30,881 -1,124 -4%
SG
80
StoneX Group
New York
$1.25M 30,159 -975 -3%
PAG
81
Private Advisory Group
Washington
$1.21M 29,157 +5,188 +22%
SMC
82
Smith, Moore & Co
Missouri
$1.19M 28,784 -1,910 -6%
HI
83
Harbour Investments
Wisconsin
$1.19M 28,733 +28,733 New
RJT
84
Raymond James Trust
Florida
$1.19M 28,657 -3,450 -11%
WW
85
Waterfront Wealth
Kansas
$1.18M 28,596 +5,240 +22%
BF
86
BOK Financial
Oklahoma
$1.18M 28,550 +405 +1%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$1.18M 28,567 +2,525 +10%
IA
88
Insight Advisors
Pennsylvania
$1.13M 25,857 -1,652 -6%
UCFA
89
United Capital Financial Advisors
Texas
$1.12M 27,043 +518 +2%
AAS
90
Ameritas Advisory Services
Nebraska
$1.08M 26,062 +1,417 +6%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$1.08M 25,980 +5,178 +25%
SPC
92
Sigma Planning Corp
Michigan
$1.04M 25,095 -1,300 -5%
AFP
93
Ausdal Financial Partners
Iowa
$1.03M 24,792 +177 +0.7%
PTC
94
Private Trust Company
Ohio
$1.01M 24,428 -7,165 -23%
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$969K 23,388 -6,824 -23%
ASN
96
Advisory Services Network
Georgia
$942K 22,753 +1,402 +7%
UL
97
Unionview LLC
Washington
$923K 22,293 +3,909 +21%
QCIG
98
Quad-Cities Investment Group
Iowa
$916K 22,104 +287 +1%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$874K 21,078 -3,057 -13%
VWA
100
Visionary Wealth Advisors
Illinois
$854K 20,619 +20,619 New
2 3
4
5 6