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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

253 hedge funds and large institutions have $2.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
28
Increased
75
Reduced
107
Closed
15
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
+$220K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.6M
2
PFS
Prospera Financial Services
Texas
+$34.2M
3
NA
NewEdge Advisors
Louisiana
+$17.7M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$6.32M

Top Sellers

1
OCM
One Capital Management
California
-$28.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$27.3M
3
Bank of America
Bank of America
North Carolina
-$10.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.03M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$6.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
101
Oppenheimer & Co
New York
$1.24M -$36.7K -783 -3%
FANJ
102
Financial Architects (New Jersey)
New Jersey
$1.23M -$905K -19,300 -42%
SFG
103
SNS Financial Group
Minnesota
$1.14M -$176K -3,754 -13%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$1.11M -$61.7K -1,316 -5%
GIA
105
Gladstone Institutional Advisory
Florida
$1.1M +$789K +16,823 +250%
LCM
106
Lunt Capital Management
Utah
$1.07M +$1.07M +22,726 New
AAS
107
Ameritas Advisory Services
Nebraska
$1.03M -$256K -5,527 -20%
ODG
108
O'Dell Group
Ohio
$1.02M -$106K -2,254 -9%
QCIG
109
Quad-Cities Investment Group
Iowa
$1.01M -$15K -319 -1%
CF
110
Centaurus Financial
California
$1M +$145K +3,087 +17%
AA
111
Advisory Alpha
Michigan
$1M +$1M +21,337 New
CIAS
112
Capital Investment Advisory Services
North Carolina
$1M -$30.5K -650 -3%
IA
113
Insight Advisors
Pennsylvania
$988K -$336K -7,157 -25%
JPMPWA
114
J.P. Morgan Private Wealth Advisors
California
$985K -$448K -9,552 -31%
SF
115
Synovus Financial
Georgia
$978K +$137K +2,911 +16%
BA
116
Ballew Advisors
Mississippi
$946K +$237 +5 +0%
VWA
117
Visionary Wealth Advisors
Illinois
$944K – – –
WWM
118
Western Wealth Management
Colorado
$919K -$10.6K -225 -1%
US Bancorp
119
US Bancorp
Minnesota
$889K +$7.6K +162 +0.9%
FAIM
120
Financial Advocates Investment Management
Washington
$879K -$127K -2,706 -13%
WI
121
Wintrust Investments
Illinois
$871K -$2.48M -52,965 -74%
CBFP
122
Cedar Brook Financial Partners
Ohio
$839K +$2.58K +55 +0.3%
GRP
123
Global Retirement Partners
California
$837K +$31.6K +673 +4%
CIG
124
Cascade Investment Group
Colorado
$833K -$16.4K -350 -2%
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$815K -$427K -9,100 -34%
3 4
5
6 7