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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

213 hedge funds and large institutions have $1.57B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 17 closing their positions.

Holders
213
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
3.68%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
21
Increased
87
Reduced
69
Closed
17
Calls
$456K
Puts
–
Net Calls
+$456K
Net Calls Change
-$8K

Top Buyers

1
PFS
1
Prospera Financial Services
Texas
$82.2M
2
Wells Fargo
2
Wells Fargo
California
$133M
3
UBS Group
3
UBS Group
Switzerland
$65.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$42.7M
5
RJA
5
Raymond James & Associates
Florida
$58.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$64.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$83.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$320M
4
PAG
4
Private Advisory Group
Washington
$0
5
KAS
5
Kestra Advisory Services
Texas
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
76
Western Wealth Management
Colorado
$1.5M 36,624 +779 +2%
AWM
77
Accel Wealth Management
Iowa
$1.5M 33,845 -778 -2%
CA
78
Cetera Advisors
Colorado
$1.47M 35,708 -13,073 -27%
SFI
79
SPC Financial Inc
Maryland
$1.46M 35,592 +16,402 +85%
WW
80
Waterfront Wealth
Kansas
$1.44M 30,216 +1,620 +6%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$1.36M 33,160 +18,996 +134%
SMC
82
Smith, Moore & Co
Missouri
$1.27M 30,840 +2,056 +7%
SG
83
StoneX Group
New York
$1.25M 30,539 +380 +1%
CA
84
CoreCap Advisors
Michigan
$1.24M 30,281 -600 -2%
HI
85
Harbour Investments
Wisconsin
$1.19M 28,733 – –
RJT
86
Raymond James Trust
Florida
$1.18M 28,657 – –
BF
87
BOK Financial
Oklahoma
$1.17M 28,550 – –
AAS
88
Ameritas Advisory Services
Nebraska
$1.07M 26,029 -33 -0.1%
IA
89
Insight Advisors
Pennsylvania
$1.03M 25,006 -851 -3%
UL
90
Unionview LLC
Washington
$981K 23,899 +1,606 +7%
SPC
91
Sigma Planning Corp
Michigan
$965K 23,501 -1,594 -6%
BRWA
92
B. Riley Wealth Advisors
Florida
$961K 23,394 +17,305 +284%
FAIM
93
Financial Advocates Investment Management
Washington
$921K 23,386 +9,329 +66%
QCIG
94
Quad-Cities Investment Group
Iowa
$908K 22,117 +13 +0.1%
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$902K 21,980 -4,000 -15%
ODG
96
O'Dell Group
Ohio
$892K 21,737 +9,183 +73%
ASN
97
Advisory Services Network
Georgia
$888K 21,633 -1,120 -5%
UCFA
98
United Capital Financial Advisors
Texas
$856K 20,846 -6,197 -23%
VWA
99
Visionary Wealth Advisors
Illinois
$856K 20,849 +230 +1%
CIAS
100
Capital Investment Advisory Services
North Carolina
$853K 20,778 +1,938 +10%
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4
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