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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

329 hedge funds and large institutions have $3.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+23
Holders Change %
+7.52%
% of All Funds
4.38%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
53
Increased
99
Reduced
114
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$20.2M
2
LPL Financial
2
LPL Financial
California
$264M
3
OP
3
ORG Partners
Indiana
$11M
4
EP
4
Essential Planning
New Hampshire
$5.84M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$30.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$938K
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$594M
3
Morgan Stanley
3
Morgan Stanley
New York
$393M
4
UBS Group
4
UBS Group
Switzerland
$82.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MQWP
76
Morey & Quinn Wealth Partners
Nebraska
$3.04M +$3.04M +51,457 New
MWA
77
Muirfield Wealth Advisors
North Carolina
$3.01M -$101K -1,710 -3%
CCP
78
Cushing Capital Partners
Wisconsin
$2.81M +$2.81M +47,663 New
APWA
79
Atlas Private Wealth Advisors
New Jersey
$2.7M -$19.1K -324 -0.7%
GSC
80
G&S Capital
Colorado
$2.66M +$2.66M +45,066 New
KPWS
81
Kestra Private Wealth Services
Texas
$2.61M -$124K -2,102 -5%
GSWM
82
Golden State Wealth Management
California
$2.59M +$2.59M +43,905 New
AWA
83
Arkadios Wealth Advisors
Georgia
$2.57M -$106K -1,788 -4%
MA
84
Mutual Advisors
Nebraska
$2.4M +$28.2K +467 +1%
IA
85
IFG Advisory
Georgia
$2.36M -$88.8K -1,503 -4%
CCA
86
Cottonwood Capital Advisors
Utah
$2.29M -$323K -5,462 -12%
LCM
87
Lunt Capital Management
Utah
$2.25M +$294K +4,986 +15%
WS
88
Wedbush Securities
California
$2.24M -$165K -2,802 -7%
SCA
89
Snowden Capital Advisors
New York
$2.19M +$59 +1 +0%
GSIAS
90
Garden State Investment Advisory Services
New Jersey
$2.17M +$57.1K +967 +3%
AWM
91
Accel Wealth Management
Iowa
$2.16M +$6.62K +112 +0.3%
Mariner
92
Mariner
Kansas
$2.16M -$121K -2,050 -5%
CFG
93
Carr Financial Group
Massachusetts
$2.15M +$31.1K +526 +1%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$2.09M +$1.03M +17,411 +96%
EH
95
Equitable Holdings
New York
$2.09M -$15K -254 -0.7%
SMC
96
Smith, Moore & Co
Missouri
$2.08M +$35.4K +600 +2%
OIA
97
OneDigital Investment Advisors
Kansas
$2.07M -$145K -2,459 -7%
RGF
98
Retirement Guys Formula
Ohio
$1.98M -$77.3K -1,309 -4%
HIS
99
Harvest Investment Services
Illinois
$1.89M +$1.89M +31,983 New
PS
100
Principal Securities
Iowa
$1.87M -$4.49K -76 -0.2%
2 3
4
5 6