FV icon

First Trust Dorsey Wright Focus 5 ETF
FV

Overview Fund Activity

121 hedge funds and large institutions have $1.45B invested in First Trust Dorsey Wright Focus 5 ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
10
Increased
31
Reduced
68
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$57.5M
2
SG
Strid Group
Pennsylvania
+$37.9M
3
CAN
Cetera Advisor Networks
California
+$35.8M
4
AG
Advisor Group
Arizona
+$12.4M
5
AIM
Advantage Investment Management
Iowa
+$9.15M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$45.5M
2
HFA
High Falls Advisors
New York
-$24.8M
3
UBS Group
UBS Group
Switzerland
-$18.2M
4
Bank of America
Bank of America
North Carolina
-$15.4M
5
SMA
Simply Money Advisors
Ohio
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
101
CIBC World Market
Ontario, Canada
$252K -$25.4K -1,111 -9%
PCP
102
Proficio Capital Partners
Massachusetts
$229K – – –
WAM
103
Wealthspire Advisors (Maryland)
Maryland
$229K – – –
ATC
104
Argent Trust Co
Tennessee
$208K -$45.9K -2,000 -18%
US Bancorp
105
US Bancorp
Minnesota
$151K -$843K -36,719 -85%
MWM
106
MinichMacGregor Wealth Management
New York
$137K +$25.9K +1,133 +23%
ASN
107
Advisory Services Network
Georgia
$100K -$8.87K -389 -8%
SEI Investments
108
SEI Investments
Pennsylvania
$78K +$76.9K +3,363 +6,726%
HNB
109
Huntington National Bank
Ohio
$23K -$22K – –
KTC
110
Kistler-Tiffany Companies
Pennsylvania
$23K +$23K +1,000 New
DSC
111
Duncker Streett & Co
Missouri
$18K – – –
CFA
112
Carroll Financial Associates
North Carolina
$18K – – –
BCI
113
Brinker Capital Investments
Pennsylvania
$15K – – –
Mariner
114
Mariner
Kansas
$14K +$14K +590 New
KF
115
Krilogy Financial
Missouri
$10K -$36.8K -1,646 -79%
AIM
116
Anchor Investment Management
South Carolina
$9.28K – – –
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$5K -$100K -4,010 -95%
PMFA
118
Plante Moran Financial Advisors
Michigan
$5K – – –
MSFP
119
Mark Sheptoff Financial Planning
Connecticut
$3K +$3K +144 New
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$2K -$13.4K -609 -87%
TRCT
121
Tower Research Capital (TRC)
New York
$2K -$1.07K -47 -35%
HFA
122
High Falls Advisors
New York
– -$24.8M -1,055,451 Closed
HF
123
HRT Financial
New York
– -$2.83M -126,704 Closed
HCIA
124
Hochman Cole Investment Advisors
Illinois
– -$735K -32,856 Closed
CG
125
Cutler Group
California
– -$267K -11,964 Closed
2 3 4
5
6