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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

290 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
30
Increased
86
Reduced
116
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$102M
2
MWM
Meridian Wealth Management
Kentucky
+$3.68M
3
Wells Fargo
Wells Fargo
California
+$2.61M
4
Stifel Financial
Stifel Financial
Missouri
+$2.41M
5
LPL Financial
LPL Financial
California
+$2.27M

Top Sellers

1
OCM
One Capital Management
California
-$22.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$15M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.31M
4
RJA
Raymond James & Associates
Florida
-$4.16M
5
FTS
Fifth Third Securities
Ohio
-$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
101
Benjamin F. Edwards & Company
Missouri
$1.26M -$43.5K -759 -3%
SI
102
Stephens Inc
Arkansas
$1.25M – – –
ASN
103
Advisory Services Network
Georgia
$1.23M +$53.3K +930 +5%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$1.21M +$50.9K +888 +4%
AI
105
Atria Investments
North Carolina
$1.2M -$85.8K -1,498 -7%
WWM
106
Western Wealth Management
Colorado
$1.19M +$75K +1,309 +7%
OFG
107
Oxford Financial Group
Indiana
$1.15M +$1.15M +20,133 New
RA
108
RFG Advisory
Alabama
$1.13M -$25.2K -440 -2%
IA
109
Insight Advisors
Pennsylvania
$1.13M +$344 +6 +0%
BA
110
Ballew Advisors
Mississippi
$1.12M -$15.2K -259 -1%
LFAS
111
Level Four Advisory Services
Texas
$1.11M -$498K -8,691 -31%
SF
112
Synovus Financial
Georgia
$1.08M +$5.5K +96 +0.5%
AF
113
Allworth Financial
California
$1.07M -$104K -1,830 -9%
AA
114
Advisory Alpha
Michigan
$1.07M -$27.5K -481 -3%
QCIG
115
Quad-Cities Investment Group
Iowa
$1.05M -$48.4K -845 -4%
CCMG
116
Clark Capital Management Group
Pennsylvania
$1.03M +$62.4K +1,089 +6%
SEIA
117
Signature Estate & Investment Advisors
California
$1.02M +$1.02M +17,855 New
CIG
118
Cascade Investment Group
Colorado
$999K – – –
LMKC
119
L.M. Kohn & Company
Ohio
$985K -$252K -4,400 -20%
CIAS
120
Capital Investment Advisory Services
North Carolina
$983K -$140K -2,447 -12%
SFG
121
SNS Financial Group
Minnesota
$976K -$33.6K -586 -3%
SMA
122
Sage Mountain Advisors
Georgia
$976K – – –
NPFS
123
Novak & Powell Financial Services
Florida
$940K +$12K +210 +1%
VWA
124
Visionary Wealth Advisors
Illinois
$938K -$32.1K -561 -3%
WWA
125
WCG Wealth Advisors
Nevada
$927K -$2.86K -50 -0.3%
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5
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