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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

211 hedge funds and large institutions have $1.74B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+22
Holders Change %
+11.64%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
36
Increased
63
Reduced
74
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$335M
2
BBA
2
Braun-Bostich & Associates
Pennsylvania
$8.87M
3
AWM
3
Affinity Wealth Management
Delaware
$8.87M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$125M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$11.1M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$23.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.7M
3
Bank of America
3
Bank of America
North Carolina
$71.5M
4
Truist Financial
4
Truist Financial
North Carolina
$8.36M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$77.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
101
Clear Creek Financial Management
Washington
$952K -$34.8K -707 -4%
PAG
102
Private Advisory Group
Washington
$928K +$116K +2,360 +14%
MC
103
Moors & Cabot
Massachusetts
$902K +$147 +3 +0%
UL
104
Unionview LLC
Washington
$893K +$893K +18,157 New
DC
105
Davenport & Co
Virginia
$846K -$46.7K -951 -5%
SMA
106
Sage Mountain Advisors
Georgia
$838K – – –
WWM
107
Western Wealth Management
Colorado
$829K +$829K +16,876 New
MWM
108
MinichMacGregor Wealth Management
New York
$800K -$983 -20 -0.1%
BPA
109
Beacon Pointe Advisors
California
$791K -$82.2K -1,673 -9%
CBFP
110
Cedar Brook Financial Partners
Ohio
$774K +$344 +7 +0%
3F
111
360 Financial
Minnesota
$763K +$158K +3,218 +26%
BPFA
112
Barnes Pettey Financial Advisors
Mississippi
$743K +$743K +15,116 New
CAAS
113
Capital Asset Advisory Services
Michigan
$729K +$48.7K +990 +7%
PFA
114
Professional Financial Advisors
Nebraska
$728K +$1.67K +34 +0.2%
EA
115
Eudaimonia Advisors
Tennessee
$722K +$722K +14,690 New
WIA
116
World Investment Advisors
California
$715K – – –
FAIM
117
Financial Advocates Investment Management
Washington
$678K +$57.6K +1,279 +9%
BCM
118
Brookstone Capital Management
Illinois
$678K +$678K +13,790 New
DFA
119
DHJJ Financial Advisors
Illinois
$659K – – –
CCB
120
Cutter & Co Brokerage
Missouri
$654K -$36.9K -749 -5%
SIG
121
Sargent Investment Group
Maryland
$636K -$251K -5,100 -28%
LNC
122
Lincoln National Corp
Pennsylvania
$617K +$89.6K +1,822 +17%
BAM
123
Belpointe Asset Management
Nevada
$588K +$148 +3 +0%
Jane Street
124
Jane Street
New York
$586K +$586K +11,909 New
SFP
125
Sweet Financial Partners
Minnesota
$564K +$564K +11,471 New
3 4
5
6 7