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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

216 hedge funds and large institutions have $1.67B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
21
Increased
75
Reduced
75
Closed
13
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$102M
2
Morgan Stanley
2
Morgan Stanley
New York
$343M
3
MFS
3
Madrona Financial Services
Washington
$8.37M
4
UBS Group
4
UBS Group
Switzerland
$61M
5
LPL Financial
5
LPL Financial
California
$141M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$90.6M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
PFS
3
Prospera Financial Services
Texas
$104M
4
BBA
4
Braun-Bostich & Associates
Pennsylvania
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
101
Trustmark National Bank Trust Department
Mississippi
$963K -$5.86K -123 -0.6%
BFA
102
Beacon Financial Advisory
Ohio
$948K -$20.6K -432 -2%
IA
103
IFG Advisory
Georgia
$939K -$68.9K -1,447 -7%
CIAS
104
Capital Investment Advisory Services
North Carolina
$936K -$55K -1,155 -6%
BA
105
Ballew Advisors
Mississippi
$915K -$50.8K -1,057 -5%
CCFM
106
Clear Creek Financial Management
Washington
$915K -$7.24K -152 -0.8%
UL
107
Unionview LLC
Washington
$876K +$10.8K +227 +1%
BPA
108
Beacon Pointe Advisors
California
$869K +$102K +2,151 +13%
LNC
109
Lincoln National Corp
Pennsylvania
$826K +$228K +4,780 +38%
SMA
110
Sage Mountain Advisors
Georgia
$812K – – –
DC
111
Davenport & Co
Virginia
$793K -$26.8K -563 -3%
MWM
112
MinichMacGregor Wealth Management
New York
$775K – – –
CBFP
113
Cedar Brook Financial Partners
Ohio
$751K +$477 +10 +0.1%
BPFA
114
Barnes Pettey Financial Advisors
Mississippi
$723K +$2.38K +50 +0.3%
WIA
115
World Investment Advisors
California
$710K – – –
EA
116
Eudaimonia Advisors
Tennessee
$681K -$19.3K -404 -3%
DFA
117
DHJJ Financial Advisors
Illinois
$646K -$13.1K -273 -2%
CCB
118
Cutter & Co Brokerage
Missouri
$630K -$3.72K -78 -0.6%
SIG
119
Sargent Investment Group
Maryland
$616K -$238 -5 -0%
FAIM
120
Financial Advocates Investment Management
Washington
$614K -$103K -2,165 -14%
CAAS
121
Capital Asset Advisory Services
Michigan
$578K -$129K -2,700 -18%
BAM
122
Belpointe Asset Management
Nevada
$570K +$381 +8 +0.1%
HIP
123
HUB Investment Partners
Texas
$507K -$3.81K -80 -0.7%
3F
124
360 Financial
Minnesota
$494K -$253K -5,252 -34%
HWA
125
HCR Wealth Advisors
California
$488K -$23.8K -500 -5%
3 4
5
6 7