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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 $1.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
42
Reduced
82
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$21M
2
Morgan Stanley
Morgan Stanley
New York
+$13.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9M
4
LFAS
Level Four Advisory Services
Texas
+$5.73M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.18M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.91M
2
PFS
Prospera Financial Services
Texas
-$6.06M
3
UBS Group
UBS Group
Switzerland
-$5.98M
4
LPL Financial
LPL Financial
California
-$5.47M
5
RJA
Raymond James & Associates
Florida
-$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
101
Cutter & Co Brokerage
Missouri
$428K -$45.3K -1,409 -10%
AWM
102
AE Wealth Management
Kansas
$424K -$42.5K -1,321 -9%
FAM
103
Formidable Asset Management
Ohio
$422K +$422K +12,704 New
CWM
104
Cornerstone Wealth Management
Missouri
$420K -$325K -10,087 -44%
KA
105
Kovack Advisors
Florida
$420K +$5.28K +164 +1%
AWA
106
Acorn Wealth Advisors
Michigan
$413K -$20.1K -625 -5%
Bank of New York Mellon
107
Bank of New York Mellon
New York
$407K -$66.4K -2,066 -14%
CFGS
108
Concourse Financial Group Securities
Alabama
$401K -$98.7K -3,070 -20%
TFS
109
Thoroughbred Financial Services
Tennessee
$384K -$68K -2,114 -15%
BAM
110
Belpointe Asset Management
Nevada
$384K -$161 -5 -0%
BFA
111
Beacon Financial Advisory
Ohio
$363K – – –
WI
112
Wintrust Investments
Illinois
$359K -$13.8K -428 -4%
AAP
113
Arax Advisory Partners
Colorado
$357K -$10.8K -335 -3%
Jane Street
114
Jane Street
New York
$344K +$344K +10,708 New
RFN
115
RDA Financial Network
Iowa
$334K +$1.13K +35 +0.3%
FANJ
116
Financial Architects (New Jersey)
New Jersey
$322K – – –
TFO
117
Tarbox Family Office
California
$312K – – –
SS
118
Sunbelt Securities
Texas
$285K – – –
FTS
119
Fifth Third Securities
Ohio
$275K -$8.59K -267 -3%
ACA
120
Aptus Capital Advisors
Alabama
$270K -$240K -7,454 -47%
LNC
121
Lincoln National Corp
Pennsylvania
$267K +$267K +8,307 New
3F
122
360 Financial
Minnesota
$264K -$26K -800 -9%
AWA
123
ARQ Wealth Advisors
Arizona
$261K -$58.4K -1,817 -18%
AAS
124
Avantax Advisory Services
Texas
$261K -$43.8K -1,361 -14%
NA
125
NewEdge Advisors
Louisiana
$251K -$81.9K -2,544 -25%
3 4
5
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