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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

271 hedge funds and large institutions have $2.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 113 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
3.97%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.18%
New
40
Increased
71
Reduced
113
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$726M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$13.4M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.6M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$21.2M
5
RJA
5
Raymond James & Associates
Florida
$85.3M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$51.9M
2
Wells Fargo
2
Wells Fargo
California
$217M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$71.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$55.1M
5
LPL Financial
5
LPL Financial
California
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
76
Wedbush Securities
California
$2.37M +$55.1K +1,068 +2%
RGF
77
Retirement Guys Formula
Ohio
$2.32M -$129K -2,505 -5%
IA
78
IFG Advisory
Georgia
$2.32M +$11.3K +219 +0.5%
SP
79
Stablepoint Partners
Massachusetts
$2.25M +$2.25M +43,739 New
APWA
80
Atlas Private Wealth Advisors
New Jersey
$2.12M +$254K +4,922 +14%
MA
81
Mutual Advisors
Nebraska
$2.03M -$239K -4,639 -11%
AWM
82
Accel Wealth Management
Iowa
$1.92M +$28.3K +549 +1%
SCA
83
Snowden Capital Advisors
New York
$1.91M -$26.9K -521 -1%
CA
84
Cetera Advisors
Colorado
$1.91M +$44.3K +859 +2%
EH
85
Equitable Holdings
New York
$1.9M -$4.54K -88 -0.2%
Citadel Advisors
86
Citadel Advisors
Florida
$1.87M -$491K -9,520 -21%
WW
87
Waterfront Wealth
Kansas
$1.74M +$28.3K +549 +2%
NWMG
88
National Wealth Management Group
Ohio
$1.71M -$463K -8,983 -21%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$1.69M -$684K -13,260 -29%
ASN
90
Advisory Services Network
Georgia
$1.68M -$487K -9,439 -22%
HI
91
Harbour Investments
Wisconsin
$1.65M -$216K -4,196 -12%
CFD
92
Creative Financial Designs
Indiana
$1.65M +$19.5K +379 +1%
NB
93
NBT Bank
New York
$1.63M +$1.63M +31,709 New
SMC
94
Smith, Moore & Co
Missouri
$1.61M -$13.3K -258 -0.8%
GSIAS
95
Garden State Investment Advisory Services
New Jersey
$1.46M -$165K -3,210 -10%
LFAS
96
Level Four Advisory Services
Texas
$1.44M -$296K -5,735 -17%
RJT
97
Raymond James Trust
Florida
$1.43M – – –
OC
98
Oppenheimer & Co
New York
$1.36M +$14.5K +282 +1%
CA
99
CoreCap Advisors
Michigan
$1.33M -$33.3K -645 -2%
US Bancorp
100
US Bancorp
Minnesota
$1.27M -$156K -3,030 -11%
2 3
4
5 6