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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

195 hedge funds and large institutions have $1.34B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 42 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+27
Holders Change %
+16.07%
% of All Funds
3.46%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
40
Increased
42
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$105M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.69M
3
RIA
Regal Investment Advisors
Michigan
+$4.67M
4
ATPW
Ashton Thomas Private Wealth
Arizona
+$4.52M
5
MWM
Meridian Wealth Management
Kentucky
+$3.22M

Top Sellers

1
SG
Strid Group
Pennsylvania
-$32.5M
2
Morgan Stanley
Morgan Stanley
New York
-$9.02M
3
WS
Wedbush Securities
California
-$4.05M
4
UBS Group
UBS Group
Switzerland
-$3.94M
5
Wells Fargo
Wells Fargo
California
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
101
Valmark Advisers
Ohio
$652K -$13.2K -326 -2%
OMC
102
Old Mission Capital
Illinois
$648K +$648K +16,021 New
FAIM
103
Financial Advocates Investment Management
Washington
$634K -$23.1K -567 -4%
HR
104
Hayden Royal
North Carolina
$617K -$6.27K -155 -1%
PFA
105
Professional Financial Advisors
Nebraska
$601K -$17.1K -423 -3%
CCB
106
Cutter & Co Brokerage
Missouri
$579K +$41.8K +1,033 +8%
DFA
107
DHJJ Financial Advisors
Illinois
$576K +$576K +14,225 New
BPA
108
Beacon Pointe Advisors
California
$559K +$559K +13,799 New
KA
109
Kovack Advisors
Florida
$555K -$2.19K -54 -0.4%
AWM
110
AE Wealth Management
Kansas
$521K +$10.2K +251 +2%
IAIM
111
International Assets Investment Management
Florida
$508K +$508K +14,126 New
FAM
112
Formidable Asset Management
Ohio
$496K -$9.96K -250 -2%
BAM
113
Belpointe Asset Management
Nevada
$484K – – –
GLA
114
Good Life Advisors
Pennsylvania
$479K – – –
AWA
115
Acorn Wealth Advisors
Michigan
$467K -$22.7K -561 -5%
Creative Planning
116
Creative Planning
Kansas
$464K -$165K -4,070 -26%
CFGS
117
Concourse Financial Group Securities
Alabama
$426K -$25.5K -631 -6%
HIP
118
HUB Investment Partners
Texas
$423K +$423K +12,405 New
AAP
119
Arax Advisory Partners
Colorado
$421K – – –
Bank of New York Mellon
120
Bank of New York Mellon
New York
$419K – – –
TFS
121
Thoroughbred Financial Services
Tennessee
$412K – – –
SG
122
StoneX Group
New York
$411K -$8.91K -220 -2%
FANJ
123
Financial Architects (New Jersey)
New Jersey
$405K – – –
SS
124
Sunbelt Securities
Texas
$400K +$41.6K +1,028 +12%
Goldman Sachs
125
Goldman Sachs
New York
$389K – – –
3 4
5
6 7