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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

189 hedge funds and large institutions have $1.55B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
3.32%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
13
Increased
75
Reduced
62
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.7M
2
GLA
Good Life Advisors
Pennsylvania
+$7.27M
3
LPL Financial
LPL Financial
California
+$6.69M
4
Wells Fargo
Wells Fargo
California
+$6.04M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.21M

Top Sellers

1
LFAS
Level Four Advisory Services
Texas
-$8.91M
2
Morgan Stanley
Morgan Stanley
New York
-$5.83M
3
BFA
Brendel Financial Advisors
New Hampshire
-$5.09M
4
Citigroup
Citigroup
New York
-$3.5M
5
SI
Stephens Inc
Arkansas
-$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
101
MinichMacGregor Wealth Management
New York
$746K -$1.24K -27 -0.2%
CBFP
102
Cedar Brook Financial Partners
Ohio
$721K – – –
UCFA
103
United Capital Financial Advisors
Texas
$690K -$171K -3,730 -20%
WIA
104
World Investment Advisors
California
$682K -$687 -15 -0.1%
PFA
105
Professional Financial Advisors
Nebraska
$676K -$4.58K -100 -0.7%
CCB
106
Cutter & Co Brokerage
Missouri
$643K -$4.35K -95 -0.7%
CAAS
107
Capital Asset Advisory Services
Michigan
$634K -$19.7K -431 -3%
DFA
108
DHJJ Financial Advisors
Illinois
$628K – – –
FAIM
109
Financial Advocates Investment Management
Washington
$613K +$14.6K +329 +2%
HIP
110
HUB Investment Partners
Texas
$594K +$43.4K +947 +8%
3F
111
360 Financial
Minnesota
$563K +$62.1K +1,356 +12%
BAM
112
Belpointe Asset Management
Nevada
$547K – – –
HWA
113
HCR Wealth Advisors
California
$529K -$9.15K -200 -2%
SG
114
StoneX Group
New York
$517K -$9.89K -216 -2%
WS
115
Wedbush Securities
California
$499K – – –
LNC
116
Lincoln National Corp
Pennsylvania
$491K +$9.25K +202 +2%
AWA
117
Acorn Wealth Advisors
Michigan
$480K -$28.4K -620 -6%
SS
118
Sunbelt Securities
Texas
$464K – – –
FANJ
119
Financial Architects (New Jersey)
New Jersey
$458K – – –
TFS
120
Thoroughbred Financial Services
Tennessee
$455K -$10.9K -238 -2%
CFGS
121
Concourse Financial Group Securities
Alabama
$451K -$22K -481 -5%
Goldman Sachs
122
Goldman Sachs
New York
$440K – – –
TFO
123
Tarbox Family Office
California
$417K – – –
SWMP
124
Signature Wealth Management Partners
New Jersey
$408K +$20.6K +449 +5%
FAM
125
Formidable Asset Management
Ohio
$396K +$396K +8,654 New
3 4
5
6 7