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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

128 hedge funds and large institutions have $1.12B invested in First Trust Dorsey Wright Focus 5 ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
19
Increased
32
Reduced
62
Closed
16
Calls
$224K
Puts
–
Net Calls
+$224K
Net Calls Change
-$31K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.94M
2
IAA
Independent Advisor Alliance
North Carolina
+$3.18M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.58M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.15M
5
CAN
Cetera Advisor Networks
California
+$1.58M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25.4M
2
UBS Group
UBS Group
Switzerland
-$13.6M
3
TF
Tompkins Financial
New York
-$13.5M
4
Bank of America
Bank of America
North Carolina
-$9.5M
5
Wells Fargo
Wells Fargo
California
-$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDIA
101
Capital Directions Investment Advisors
Georgia
$144K +$144K +6,009 New
NFG
102
Next Financial Group
Texas
$84K -$377K -15,475 -82%
CFD
103
Creative Financial Designs
Indiana
$83K +$8.69K +363 +12%
SEI Investments
104
SEI Investments
Pennsylvania
$71K – – –
GRP
105
Global Retirement Partners
California
$62K -$43.7K -1,813 -41%
ASN
106
Advisory Services Network
Georgia
$56K +$56K +2,309 New
IWM
107
IHT Wealth Management
Illinois
$44K -$442K -20,087 -91%
WP
108
WealthPLAN Partners
Nebraska
$37.3K +$37.3K +1,562 New
WEC
109
Winslow Evans & Crocker
Massachusetts
$27K – – –
GI
110
Gradient Investments
Minnesota
$25K +$22.2K +920 +807%
PA
111
Parallel Advisors
California
$24K +$24K +1,000 New
TRCT
112
Tower Research Capital (TRC)
New York
$20K +$20K +818 New
DSC
113
Duncker Streett & Co
Missouri
$19K – – –
CFA
114
Carroll Financial Associates
North Carolina
$19K – – –
PB
115
Pinnacle Bancorp
Nebraska
$19K +$19K +797 New
AOWM
116
Alpha Omega Wealth Management
Virginia
$15K +$15K +613 New
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$14K -$29.8K -1,263 -68%
KF
118
Krilogy Financial
Missouri
$10K – – –
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$10K +$10K +400 New
AIM
120
Anchor Investment Management
South Carolina
$9.74K – – –
PMFA
121
Plante Moran Financial Advisors
Michigan
$9K +$4.11K +176 +84%
KIG
122
Kessler Investment Group
Indiana
$9K +$9K +380 New
AF
123
Allworth Financial
California
$7K +$7K +284 New
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7K +303 New
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$5K +$5K +223 New
2 3 4
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