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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

174 hedge funds and large institutions have $879M invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-30
Holders Change %
-14.71%
% of All Funds
3.84%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
12
Increased
39
Reduced
93
Closed
38
Calls
–
Puts
$319K
Net Calls
-$319K
Net Calls Change
+$215K

Top Buyers

1
SG
Strid Group
Pennsylvania
+$22.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
3
TLP
Trinity Legacy Partners
Texas
+$2.08M
4
GSWM
Golden State Wealth Management
California
+$1.73M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$907K

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$63M
2
Morgan Stanley
Morgan Stanley
New York
-$43.2M
3
Wells Fargo
Wells Fargo
California
-$37.5M
4
CAN
Cetera Advisor Networks
California
-$28.7M
5
Bank of America
Bank of America
North Carolina
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
101
World Investment Advisors
California
$372K -$2.57K -100 -0.7%
TFS
102
Thoroughbred Financial Services
Tennessee
$361K -$165K -6,435 -31%
AWA
103
Acorn Wealth Advisors
Michigan
$350K -$22.9K -880 -6%
KA
104
Kovack Advisors
Florida
$331K +$41.7K +1,622 +14%
BAM
105
Belpointe Asset Management
Nevada
$307K -$34K -1,325 -10%
WI
106
Wintrust Investments
Illinois
$298K -$91K -3,539 -23%
AAP
107
Arax Advisory Partners
Colorado
$294K -$9.36K -364 -3%
BFA
108
Beacon Financial Advisory
Ohio
$290K +$128 +5 +0%
KFGK
109
Keystone Financial Group (Kentucky)
Kentucky
$272K -$22.7K -881 -8%
RFN
110
RDA Financial Network
Iowa
$266K -$173K -6,746 -39%
NA
111
NewEdge Advisors
Louisiana
$266K +$26.4K +1,028 +11%
FANJ
112
Financial Architects (New Jersey)
New Jersey
$257K – – –
AWA
113
ARQ Wealth Advisors
Arizona
$256K +$256K +9,943 New
TFO
114
Tarbox Family Office
California
$249K – – –
MAFM
115
Mid Atlantic Financial Management
Pennsylvania
$246K +$16.5K +641 +7%
AAS
116
Avantax Advisory Services
Texas
$244K -$5.25K -204 -2%
3F
117
360 Financial
Minnesota
$230K -$125K -4,869 -35%
SS
118
Sunbelt Securities
Texas
$228K -$9.25K -359 -4%
FTS
119
Fifth Third Securities
Ohio
$227K -$3.3K -128 -1%
PFA
120
Professional Financial Advisors
Nebraska
$211K -$1.33M -44,676 -86%
IWM
121
IHT Wealth Management
Illinois
$203K -$18.6K -722 -8%
William Blair & Company
122
William Blair & Company
Illinois
$165K -$73.1K -2,840 -31%
WP
123
WealthShield Partners
North Carolina
$146K -$90.5K -3,522 -38%
CHC
124
City Holding Co
West Virginia
$116K – – –
SNT
125
Security National Trust
West Virginia
$111K – – –
3 4
5
6 7