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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

251 hedge funds and large institutions have $1.97B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
4%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
19
Increased
86
Reduced
101
Closed
18
Calls
$1.15M
Puts
–
Net Calls
+$1.15M
Net Calls Change
+$927K

Top Buyers

1
MWM
1
MinichMacGregor Wealth Management
New York
$10.9M
2
NA
2
NewEdge Advisors
Louisiana
$40.3M
3
MFS
3
Madrona Financial Services
Washington
$19.1M
4
LPL Financial
4
LPL Financial
California
$188M
5
Wells Fargo
5
Wells Fargo
California
$209M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$333M
2
HI
2
Hudock Inc
Pennsylvania
$0
3
DWMG
3
DB Wealth Management Group
California
$5.79M
4
PAG
4
Private Advisor Group
New Jersey
$14.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
101
Oppenheimer & Co
New York
$1.16M -$10.8K -243 -0.9%
AAS
102
Ameritas Advisory Services
Nebraska
$1.15M +$178K +4,068 +18%
SI
103
Stephens Inc
Arkansas
$1.14M -$49.9K -1,126 -4%
KFGK
104
Keystone Financial Group (Kentucky)
Kentucky
$1.12M -$1.04M -23,466 -48%
LCM
105
Lunt Capital Management
Utah
$1.11M +$105K +2,361 +10%
Goldman Sachs
106
Goldman Sachs
New York
$1.1M +$640K +14,457 +139%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$1.04M -$8.77K -198 -0.8%
QCIG
108
Quad-Cities Investment Group
Iowa
$952K -$930 -21 -0.1%
CIAS
109
Capital Investment Advisory Services
North Carolina
$949K +$4.34K +98 +0.5%
SF
110
Synovus Financial
Georgia
$935K +$11.7K +264 +1%
Renaissance Technologies
111
Renaissance Technologies
New York
$917K +$718K +16,200 +360%
SFG
112
SNS Financial Group
Minnesota
$910K -$163K -3,690 -15%
Jane Street
113
Jane Street
New York
$900K +$900K +20,323 New
AA
114
Advisory Alpha
Michigan
$893K -$51.8K -1,169 -5%
IA
115
Insight Advisors
Pennsylvania
$872K -$61.3K -1,384 -7%
WWM
116
Western Wealth Management
Colorado
$863K -$5.49K -124 -0.6%
BA
117
Ballew Advisors
Mississippi
$856K -$17.1K -392 -2%
VWA
118
Visionary Wealth Advisors
Illinois
$854K -$36.7K -828 -4%
LNC
119
Lincoln National Corp
Pennsylvania
$825K +$199K +4,489 +32%
KWM
120
Kingsview Wealth Management
Oregon
$811K +$811K +18,315 New
FAIM
121
Financial Advocates Investment Management
Washington
$807K -$26.3K -592 -3%
PAG
122
Private Advisory Group
Washington
$795K +$606K +13,680 +320%
CBFP
123
Cedar Brook Financial Partners
Ohio
$788K -$3.94K -89 -0.5%
CIG
124
Cascade Investment Group
Colorado
$784K -$3.5K -79 -0.4%
CF
125
Centaurus Financial
California
$771K -$176K -3,968 -19%
3 4
5
6 7