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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

290 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
30
Increased
86
Reduced
116
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$102M
2
MWM
Meridian Wealth Management
Kentucky
+$3.68M
3
Wells Fargo
Wells Fargo
California
+$2.61M
4
Stifel Financial
Stifel Financial
Missouri
+$2.41M
5
LPL Financial
LPL Financial
California
+$2.27M

Top Sellers

1
OCM
One Capital Management
California
-$22.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$15M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.31M
4
RJA
Raymond James & Associates
Florida
-$4.16M
5
FTS
Fifth Third Securities
Ohio
-$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
76
Snowden Capital Advisors
New York
$2.16M +$44.8K +782 +2%
AWM
77
Accel Wealth Management
Iowa
$2.16M -$43.4K -757 -2%
MA
78
Mutual Advisors
Nebraska
$2.13M -$40.5K -722 -2%
RGF
79
Retirement Guys Formula
Ohio
$2.06M -$50.8K -887 -2%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$2.01M +$17.2K +300 +0.9%
GSIAS
81
Garden State Investment Advisory Services
New Jersey
$2.01M +$292K +5,100 +17%
SMC
82
Smith, Moore & Co
Missouri
$2M +$3.32K +58 +0.2%
EH
83
Equitable Holdings
New York
$1.97M -$91K -1,589 -4%
Citadel Advisors
84
Citadel Advisors
Florida
$1.87M +$1.87M +32,731 New
LCM
85
Lunt Capital Management
Utah
$1.76M +$205K +3,579 +13%
AWS
86
Atria Wealth Solutions
New York
$1.73M -$1.7M -29,650 -50%
HI
87
Harbour Investments
Wisconsin
$1.72M -$169K -2,944 -9%
Prudential Financial
88
Prudential Financial
New Jersey
$1.67M +$1.12M +19,602 +206%
WW
89
Waterfront Wealth
Kansas
$1.65M -$14.3K -250 -0.9%
CFD
90
Creative Financial Designs
Indiana
$1.64M -$2.52K -44 -0.2%
AAS
91
Ameritas Advisory Services
Nebraska
$1.63M -$45K -786 -3%
CA
92
CoreCap Advisors
Michigan
$1.55M +$89.9K +1,570 +6%
NB
93
NBT Bank
New York
$1.55M -$57.7K -1,076 -4%
OC
94
Oppenheimer & Co
New York
$1.52M -$35.2K -615 -2%
FAIM
95
Financial Advocates Investment Management
Washington
$1.45M +$104K +1,820 +8%
PAG
96
Private Advisory Group
Washington
$1.37M -$386K -6,749 -22%
US Bancorp
97
US Bancorp
Minnesota
$1.36M +$13.5K +236 +1%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$1.34M -$2.7M -47,139 -67%
DC
99
Davenport & Co
Virginia
$1.3M +$185K +3,226 +17%
ATC
100
Argent Trust Co
Tennessee
$1.29M -$5.73K -100 -0.4%
2 3
4
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