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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

251 hedge funds and large institutions have $1.97B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
4%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
19
Increased
86
Reduced
101
Closed
18
Calls
$1.15M
Puts
–
Net Calls
+$1.15M
Net Calls Change
+$927K

Top Buyers

1
MWM
1
MinichMacGregor Wealth Management
New York
$10.9M
2
NA
2
NewEdge Advisors
Louisiana
$40.3M
3
MFS
3
Madrona Financial Services
Washington
$19.1M
4
LPL Financial
4
LPL Financial
California
$188M
5
Wells Fargo
5
Wells Fargo
California
$209M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$333M
2
HI
2
Hudock Inc
Pennsylvania
$0
3
DWMG
3
DB Wealth Management Group
California
$5.79M
4
PAG
4
Private Advisor Group
New Jersey
$14.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGF
76
Retirement Guys Formula
Ohio
$2.1M -$3.63K -82 -0.2%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$2.04M +$2.04M +46,065 New
Citadel Advisors
78
Citadel Advisors
Florida
$2.03M +$1.5M +33,969 +287%
WS
79
Wedbush Securities
California
$1.99M -$17.8K -401 -0.9%
IA
80
IFG Advisory
Georgia
$1.98M +$155K +3,503 +9%
MA
81
Mutual Advisors
Nebraska
$1.95M -$41.2K -930 -2%
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$1.94M +$1.01M +22,880 +109%
CFGS
83
Concourse Financial Group Securities
Alabama
$1.89M +$473K +10,667 +33%
NWMG
84
National Wealth Management Group
Ohio
$1.87M +$62.8K +1,418 +3%
ASN
85
Advisory Services Network
Georgia
$1.86M -$113K -2,552 -6%
SCA
86
Snowden Capital Advisors
New York
$1.67M -$188K -4,252 -10%
EH
87
Equitable Holdings
New York
$1.63M +$29.9K +676 +2%
AWM
88
Accel Wealth Management
Iowa
$1.63M +$36.3K +819 +2%
HI
89
Harbour Investments
Wisconsin
$1.61M -$1.03M -23,268 -39%
APWA
90
Atlas Private Wealth Advisors
New Jersey
$1.6M +$217K +4,888 +16%
CA
91
Cetera Advisors
Colorado
$1.6M -$166K -3,754 -9%
LFAS
92
Level Four Advisory Services
Texas
$1.49M -$455K -10,277 -23%
RA
93
RFG Advisory
Alabama
$1.48M -$410K -9,252 -22%
WW
94
Waterfront Wealth
Kansas
$1.41M +$36.5K +857 +3%
CFD
95
Creative Financial Designs
Indiana
$1.4M -$66.4K -1,500 -5%
SMC
96
Smith, Moore & Co
Missouri
$1.4M +$8.68K +196 +0.6%
GSIAS
97
Garden State Investment Advisory Services
New Jersey
$1.39M -$349K -7,876 -20%
RJT
98
Raymond James Trust
Florida
$1.23M – – –
US Bancorp
99
US Bancorp
Minnesota
$1.22M +$382K +8,615 +45%
CA
100
CoreCap Advisors
Michigan
$1.17M -$87.7K -1,979 -7%
2 3
4
5 6