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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

169 hedge funds and large institutions have $1.44B invested in First Trust Dorsey Wright Focus 5 ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+12
Holders Change %
+7.64%
% of All Funds
3.88%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
31
Increased
45
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$22.3M
2
BTS
BB&T Securities
Virginia
+$21.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$14.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.9M
5
Morgan Stanley
Morgan Stanley
New York
+$4.08M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$13.5M
2
AIM
Advantage Investment Management
Iowa
-$4.32M
3
Stifel Financial
Stifel Financial
Missouri
-$1.96M
4
WP
WealthShield Partners
North Carolina
-$1.37M
5
SG
Strid Group
Pennsylvania
-$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
101
Sunbelt Securities
Texas
$330K -$341K -11,895 -51%
MWM
102
MinichMacGregor Wealth Management
New York
$325K +$130K +4,516 +66%
CWA
103
Clarus Wealth Advisors
Arizona
$309K -$7.19K -250 -2%
WP
104
WealthPLAN Partners
Nebraska
$309K +$29.2K +1,019 +10%
AI
105
Atria Investments
North Carolina
$290K -$86 -3 -0%
FANJ
106
Financial Architects (New Jersey)
New Jersey
$287K – – –
CAN
107
Claraphi Advisory Network
United States
$285K +$1.96K +68 +0.7%
LFG
108
LifePlan Financial Group
Ohio
$275K -$57.6K -2,007 -17%
ASN
109
Advisory Services Network
Georgia
$272K +$18.6K +649 +7%
NWP
110
Northstar Wealth Partners
Connecticut
$271K -$10.9K -380 -4%
IWM
111
IHT Wealth Management
Illinois
$264K -$3.19K -114 -1%
WB
112
Webster Bank
Connecticut
$247K – – –
RCAG
113
Rehmann Capital Advisory Group
Michigan
$240K +$240K +8,361 New
VA
114
Valmark Advisers
Ohio
$237K +$237K +8,265 New
BCP
115
Blackhawk Capital Partners
Wisconsin
$235K – – –
IC
116
Intersect Capital
California
$225K – – –
NFG
117
Next Financial Group
Texas
$223K +$223K +7,776 New
Bank of New York Mellon
118
Bank of New York Mellon
New York
$218K -$180K -6,274 -45%
US Bancorp
119
US Bancorp
Minnesota
$212K -$13.6K -473 -6%
FHA
120
Flagship Harbor Advisors
Massachusetts
$208K +$208K +7,430 New
NWM
121
Northwest Wealth Management
Iowa
$204K +$204K +7,138 New
ATFA
122
All Terrain Financial Advisors
Minnesota
$201K -$68.8K -2,396 -26%
WP
123
WealthShield Partners
North Carolina
$185K -$1.37M -47,616 -88%
HR
124
Howe & Rusling
New York
$175K – – –
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$175K +$175K +6,087 New
3 4
5
6 7