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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.45B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+31
Holders Change %
+17.92%
% of All Funds
4.03%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
43
Increased
52
Reduced
76
Closed
9
Calls
–
Puts
$534K
Net Calls
-$534K
Net Calls Change
-$534K

Top Buyers

1
TLP
Trinity Legacy Partners
Texas
+$22.2M
2
Truist Financial
Truist Financial
North Carolina
+$9.83M
3
WWM
Western Wealth Management
Colorado
+$9.11M
4
PFS
Prospera Financial Services
Texas
+$6.19M
5
IAA
Independent Advisor Alliance
North Carolina
+$5.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.66M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.62M
3
Bank of America
Bank of America
North Carolina
-$4M
4
CI
CX Institutional
Indiana
-$2.74M
5
OC
Oppenheimer & Co
New York
-$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
101
MinichMacGregor Wealth Management
New York
$554K +$22.1K +700 +4%
RFN
102
RDA Financial Network
Iowa
$553K -$24.6K -760 -4%
CCB
103
Cutter & Co Brokerage
Missouri
$533K -$71.3K -2,257 -12%
FAM
104
Formidable Asset Management
Ohio
$505K +$505K +15,412 New
ASN
105
Advisory Services Network
Georgia
$504K -$343K -10,875 -40%
ACA
106
Aptus Capital Advisors
Alabama
$500K – – –
AFP
107
Ausdal Financial Partners
Iowa
$492K -$29.3K -907 -6%
CFGS
108
Concourse Financial Group Securities
Alabama
$492K +$14.3K +452 +3%
WI
109
Wintrust Investments
Illinois
$477K +$13.5K +427 +3%
AWM
110
AE Wealth Management
Kansas
$475K +$101K +3,206 +27%
Creative Planning
111
Creative Planning
Kansas
$462K -$9.25K -293 -2%
WIA
112
World Investment Advisors
California
$460K +$18.5K +585 +4%
AWA
113
Acorn Wealth Advisors
Michigan
$457K -$2.8K -88 -0.6%
3F
114
360 Financial
Minnesota
$456K +$456K +13,797 New
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
$452K -$100K -3,181 -18%
Bank of New York Mellon
116
Bank of New York Mellon
New York
$450K -$24.9K -790 -5%
QWM
117
QP Wealth Management
New Jersey
$444K +$444K +13,692 New
HighTower Advisors
118
HighTower Advisors
Illinois
$427K +$427K +13,417 New
BAM
119
Belpointe Asset Management
Nevada
$419K -$43.4K -1,375 -9%
AIM
120
Aspen Investment Management
Michigan
$382K – – –
AAP
121
Arax Advisory Partners
Colorado
$372K -$28.7K -911 -7%
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$372K +$221 +7 +0.1%
KFGK
123
Keystone Financial Group (Kentucky)
Kentucky
$362K -$18.8K -596 -5%
BFA
124
Beacon Financial Advisory
Ohio
$356K +$356K +11,281 New
KA
125
Kovack Advisors
Florida
$355K +$355K +11,255 New
3 4
5
6 7