FV icon

First Trust Dorsey Wright Focus 5 ETF
FV

Overview Fund Activity

253 hedge funds and large institutions have $2.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
28
Increased
75
Reduced
107
Closed
15
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
+$220K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.6M
2
PFS
Prospera Financial Services
Texas
+$34.2M
3
NA
NewEdge Advisors
Louisiana
+$17.7M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$6.32M

Top Sellers

1
OCM
One Capital Management
California
-$28.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$27.3M
3
Bank of America
Bank of America
North Carolina
-$10.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.03M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$6.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGF
76
Retirement Guys Formula
Ohio
$2.23M -$318K -6,789 -12%
GSC
77
G&S Capital
Colorado
$2.22M +$2.22M +47,333 New
WS
78
Wedbush Securities
California
$2.12M +$904K +19,267 +74%
MA
79
Mutual Advisors
Nebraska
$2.11M +$119K +2,532 +6%
ASN
80
Advisory Services Network
Georgia
$2.09M +$231K +4,920 +12%
LFAS
81
Level Four Advisory Services
Texas
$2.06M -$78K -1,662 -4%
AAS
82
Avantax Advisory Services
Texas
$2.06M -$1.05M -22,322 -34%
EWM
83
Endowment Wealth Management
Wisconsin
$2.02M +$56.8K +1,210 +3%
RA
84
RFG Advisory
Alabama
$2M -$2.38M -50,655 -54%
SCA
85
Snowden Capital Advisors
New York
$1.96M -$3K -64 -0.2%
IA
86
IFG Advisory
Georgia
$1.93M +$39K +832 +2%
NWMG
87
National Wealth Management Group
Ohio
$1.91M +$838K +17,838 +78%
CA
88
Cetera Advisors
Colorado
$1.87M -$175K -3,737 -9%
GSIAS
89
Garden State Investment Advisory Services
New Jersey
$1.85M +$76.7K +1,635 +4%
EH
90
Equitable Holdings
New York
$1.7M -$16.8K -359 -1%
AWM
91
Accel Wealth Management
Iowa
$1.69M +$156K +3,322 +10%
CFD
92
Creative Financial Designs
Indiana
$1.56M -$151K -3,220 -9%
WW
93
Waterfront Wealth
Kansas
$1.55M +$92.6K +1,924 +6%
CFGS
94
Concourse Financial Group Securities
Alabama
$1.51M +$187K +3,991 +14%
SMC
95
Smith, Moore & Co
Missouri
$1.47M -$90.4K -1,927 -6%
APWA
96
Atlas Private Wealth Advisors
New Jersey
$1.47M +$832K +17,743 +131%
FFWM
97
Future Financial Wealth Management
Ohio
$1.45M -$175K -3,739 -11%
CA
98
CoreCap Advisors
Michigan
$1.34M +$1.34M +28,473 New
RJT
99
Raymond James Trust
Florida
$1.3M – – –
SI
100
Stephens Inc
Arkansas
$1.26M -$164K -3,500 -12%
2 3
4
5 6