FV icon

First Trust Dorsey Wright Focus 5 ETF

242 hedge funds and large institutions have $1.87B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
25
Increased
105
Reduced
76
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
76
Kestra Private Wealth Services
Texas
$2.07M +$89.8K +1,991 +5%
LFAS
77
Level Four Advisory Services
Texas
$2.06M +$2.06M +45,677 New
FANJ
78
Financial Architects (New Jersey)
New Jersey
$2.05M +$1.6M +35,524 +355%
CA
79
Cetera Advisors
Colorado
$1.97M -$100K -2,222 -5%
OBWG
80
Onyx Bridge Wealth Group
New York
$1.97M +$816K +18,108 +71%
MA
81
Mutual Advisors
Nebraska
$1.91M +$144K +3,200 +8%
SCA
82
Snowden Capital Advisors
New York
$1.89M +$119K +2,647 +7%
EWM
83
Endowment Wealth Management
Wisconsin
$1.89M +$99.1K +2,199 +6%
IA
84
IFG Advisory
Georgia
$1.82M +$731K +16,219 +67%
ASN
85
Advisory Services Network
Georgia
$1.79M -$538K -11,928 -23%
PI
86
PFG Investments
New York
$1.72M +$1.72M +38,105 New
GSIAS
87
Garden State Investment Advisory Services
New Jersey
$1.7M +$122K +2,708 +8%
EH
88
Equitable Holdings
New York
$1.65M -$11.4K -252 -0.7%
CFD
89
Creative Financial Designs
Indiana
$1.64M -$454K -10,062 -22%
Brown Advisory
90
Brown Advisory
Maryland
$1.57M -$4.51K -100 -0.3%
FFWM
91
Future Financial Wealth Management
Ohio
$1.57M +$190K +4,208 +14%
SMC
92
Smith, Moore & Co
Missouri
$1.5M +$14.2K +316 +1%
AWM
93
Accel Wealth Management
Iowa
$1.47M -$57.2K -1,268 -4%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$1.38M +$31K +688 +2%
WW
95
Waterfront Wealth
Kansas
$1.37M +$20.3K +450 +2%
SI
96
Stephens Inc
Arkansas
$1.36M -$156K -3,450 -10%
IA
97
Insight Advisors
Pennsylvania
$1.27M +$140K +3,114 +12%
CFGS
98
Concourse Financial Group Securities
Alabama
$1.27M +$342K +7,585 +37%
SFG
99
SNS Financial Group
Minnesota
$1.26M -$81.8K -1,815 -6%
AAS
100
Ameritas Advisory Services
Nebraska
$1.25M -$723K -16,087 -37%