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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

138 hedge funds and large institutions have $1.22B invested in First Trust Dorsey Wright Focus 5 ETF in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
21
Increased
39
Reduced
57
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$76.8M
2
MML Investors Services
MML Investors Services
Massachusetts
+$24.7M
3
AG
Advisor Group
Arizona
+$10M
4
FAAS
First Allied Advisory Services
California
+$1.94M
5
PFS
Prospera Financial Services
Texas
+$1.72M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.7M
2
Wells Fargo
Wells Fargo
California
-$19.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.39M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.26M
5
RJA
Raymond James & Associates
Florida
-$5.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
101
Private Trust Company
Ohio
$242K -$76.9K -3,101 -24%
NWP
102
Northstar Wealth Partners
Connecticut
$226K -$4.37K -175 -2%
WB
103
Webster Bank
Connecticut
$214K – – –
TA
104
Tiedemann Advisors
New York
$213K – – –
MWM
105
MinichMacGregor Wealth Management
New York
$165K – – –
TF
106
Tompkins Financial
New York
$163K -$91.9K -3,720 -36%
AA
107
AlphaMark Advisors
Kentucky
$158K – – –
VWA
108
V Wealth Advisors
Kansas
$146K +$146K +5,885 New
US Bancorp
109
US Bancorp
Minnesota
$132K -$20.4K -821 -13%
CFD
110
Creative Financial Designs
Indiana
$115K +$29K +1,171 +34%
NA
111
NewEdge Advisors
Louisiana
$111K +$111K +4,411 New
NFG
112
Next Financial Group
Texas
$86K – – –
SEI Investments
113
SEI Investments
Pennsylvania
$75K +$1.59K +64 +2%
GRP
114
Global Retirement Partners
California
$64K – – –
ASN
115
Advisory Services Network
Georgia
$48K -$9.52K -382 -17%
CDIA
116
Capital Directions Investment Advisors
Georgia
$47K -$103K -4,131 -69%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$37K +$37K +1,500 New
WEC
118
Winslow Evans & Crocker
Massachusetts
$33.3K +$5.31K +214 +19%
TRCT
119
Tower Research Capital (TRC)
New York
$27K +$6.94K +283 +35%
PA
120
Parallel Advisors
California
$25K – – –
DSC
121
Duncker Streett & Co
Missouri
$20K – – –
CFA
122
Carroll Financial Associates
North Carolina
$20K – – –
MA
123
MCF Advisors
Kentucky
$19K +$19K +762 New
AOWM
124
Alpha Omega Wealth Management
Virginia
$15K – – –
MLFP
125
MPS Loria Financial Planners
Illinois
$13K +$13K +500 New
2 3 4
5
6