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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

172 hedge funds and large institutions have $1.13B invested in First Trust Dorsey Wright Focus 5 ETF in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
3.84%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
32
Increased
40
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.43M
2
SI
Stephens Inc
Arkansas
+$3.9M
3
RJA
Raymond James & Associates
Florida
+$3.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.19M
5
VF
Virtu Financial
New York
+$2.41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.2M
2
UBS Group
UBS Group
Switzerland
-$27.7M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$19.3M
4
AF
Allworth Financial
California
-$17.1M
5
Bank of America
Bank of America
North Carolina
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
101
Atria Investments
North Carolina
$352K +$6.7K +265 +2%
VA
102
Valmark Advisers
Ohio
$347K +$109K +4,312 +46%
CCA
103
Clearwater Capital Advisors
Illinois
$342K -$12.6K -500 -4%
AAP
104
Arax Advisory Partners
Colorado
$341K -$19.8K -782 -5%
KFGK
105
Keystone Financial Group (Kentucky)
Kentucky
$323K -$25 -1 -0%
WI
106
Wintrust Investments
Illinois
$321K -$90.8K -3,593 -22%
SG
107
StoneX Group
New York
$285K -$110K -4,338 -28%
MAFM
108
Mid Atlantic Financial Management
Pennsylvania
$262K +$262K +10,393 New
FANJ
109
Financial Architects (New Jersey)
New Jersey
$253K – – –
IWM
110
IHT Wealth Management
Illinois
$248K +$15.6K +617 +7%
TFO
111
Tarbox Family Office
California
$245K – – –
SS
112
Sunbelt Securities
Texas
$243K -$21.2K -838 -8%
BAM
113
Belpointe Asset Management
Nevada
$235K -$201K -7,960 -46%
CWA
114
Clarus Wealth Advisors
Arizona
$222K +$2.52K +100 +1%
GFPC
115
Global Financial Private Capital
Florida
$219K -$216K -8,546 -50%
LFG
116
LifePlan Financial Group
Ohio
$219K – – –
WB
117
Webster Bank
Connecticut
$217K – – –
CAN
118
Claraphi Advisory Network
United States
$215K -$16.9K -668 -7%
NWM
119
Northwest Wealth Management
Iowa
$170K -$10.6K -418 -6%
FHA
120
Flagship Harbor Advisors
Massachusetts
$164K – – –
CIAS
121
Capital Investment Advisory Services
North Carolina
$148K -$493K -19,492 -77%
MWA
122
Meridian Wealth Advisors
Texas
$138K +$138K +5,480 New
GCA
123
Genesee Capital Advisors
New York
$127K +$127K +5,048 New
CHC
124
City Holding Co
West Virginia
$114K -$10.8K -425 -9%
AF
125
Allworth Financial
California
$109K -$17.1M -676,373 -99%
3 4
5
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