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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

271 hedge funds and large institutions have $2.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 113 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
3.97%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.18%
New
40
Increased
71
Reduced
113
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$726M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$13.4M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.6M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$21.2M
5
RJA
5
Raymond James & Associates
Florida
$85.3M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$51.9M
2
Wells Fargo
2
Wells Fargo
California
$217M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$71.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$55.1M
5
LPL Financial
5
LPL Financial
California
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
101
Financial Advocates Investment Management
Washington
$1.26M +$321K +6,223 +34%
KFGK
102
Keystone Financial Group (Kentucky)
Kentucky
$1.25M -$49.7K -965 -4%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$1.21M +$5.98K +116 +0.5%
AI
104
Atria Investments
North Carolina
$1.17M +$1.17M +22,608 New
SI
105
Stephens Inc
Arkansas
$1.16M -$162K -3,147 -12%
LCM
106
Lunt Capital Management
Utah
$1.1M -$190K -3,684 -15%
SPIS
107
Steward Partners Investment Solutions
Oregon
$1.07M +$1.07M +20,796 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$1.06M -$40.5K -786 -4%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$1.06M +$357K +6,918 +51%
SF
110
Synovus Financial
Georgia
$1.02M -$63.3K -1,227 -6%
QCIG
111
Quad-Cities Investment Group
Iowa
$1.02M -$75.7K -1,487 -7%
IA
112
Insight Advisors
Pennsylvania
$1.01M +$206 +4 +0%
LNC
113
Lincoln National Corp
Pennsylvania
$1.01M +$50.9K +988 +5%
AA
114
Advisory Alpha
Michigan
$1.01M -$29K -562 -3%
WWM
115
Western Wealth Management
Colorado
$1.01M +$6.44K +125 +0.6%
BA
116
Ballew Advisors
Mississippi
$993K -$2.69K -53 -0.3%
SFG
117
SNS Financial Group
Minnesota
$980K -$79.3K -1,538 -7%
PAG
118
Private Advisory Group
Washington
$949K +$23.7K +460 +3%
CBFP
119
Cedar Brook Financial Partners
Ohio
$911K +$3.11K +61 +0.3%
CIG
120
Cascade Investment Group
Colorado
$899K -$12.6K -245 -1%
VWA
121
Visionary Wealth Advisors
Illinois
$892K -$102K -1,981 -10%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$882K -$2.26M -43,745 -72%
SMA
123
Sage Mountain Advisors
Georgia
$878K – – –
CF
124
Centaurus Financial
California
$876K -$22.2K -431 -2%
AFP
125
Ausdal Financial Partners
Iowa
$853K +$464 +9 +0.1%
3 4
5
6 7