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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

329 hedge funds and large institutions have $3.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+23
Holders Change %
+7.52%
% of All Funds
4.38%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
53
Increased
99
Reduced
114
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$20.2M
2
LPL Financial
2
LPL Financial
California
$264M
3
OP
3
ORG Partners
Indiana
$11M
4
EP
4
Essential Planning
New Hampshire
$5.84M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$30.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$938K
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$594M
3
Morgan Stanley
3
Morgan Stanley
New York
$393M
4
UBS Group
4
UBS Group
Switzerland
$82.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$1.87M -$1.07M -18,037 -36%
WW
102
Waterfront Wealth
Kansas
$1.82M +$89K +1,507 +5%
WIA
103
World Investment Advisors
California
$1.75M +$123K +2,086 +8%
CFD
104
Creative Financial Designs
Indiana
$1.75M +$49.3K +835 +3%
RIS
105
Richmond Investment Services
Wisconsin
$1.66M +$1.66M +28,162 New
AAS
106
Ameritas Advisory Services
Nebraska
$1.66M -$5.2K -88 -0.3%
PAG
107
Private Advisory Group
Washington
$1.64M +$36.3K +614 +2%
AWS
108
Atria Wealth Solutions
New York
$1.64M -$140K -2,378 -8%
CA
109
CoreCap Advisors
Michigan
$1.63M -$2.66K -45 -0.2%
HI
110
Harbour Investments
Wisconsin
$1.62M -$53.8K -911 -3%
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$1.62M +$368K +6,226 +29%
CCMG
112
Clark Capital Management Group
Pennsylvania
$1.55M +$247K +4,181 +19%
OC
113
Oppenheimer & Co
New York
$1.48M +$1.65K +28 +0.1%
AQR Capital Management
114
AQR Capital Management
Connecticut
$1.47M +$647K +10,954 +79%
P
115
&Partners
Tennessee
$1.47M +$625K +10,482 +74%
NB
116
NBT Bank
New York
$1.45M -$45.8K -776 -3%
US Bancorp
117
US Bancorp
Minnesota
$1.4M -$34.2K -577 -2%
ATC
118
Argent Trust Co
Tennessee
$1.32M -$11.8K -200 -0.9%
Jane Street
119
Jane Street
New York
$1.32M +$1.32M +22,326 New
WWM
120
Western Wealth Management
Colorado
$1.31M +$78K +1,321 +6%
DC
121
Davenport & Co
Virginia
$1.29M -$52.1K -882 -4%
HH
122
Hilltop Holdings
Texas
$1.29M -$17.7K -299 -1%
RA
123
RFG Advisory
Alabama
$1.28M +$126K +2,134 +11%
FAIM
124
Financial Advocates Investment Management
Washington
$1.26M -$21.1K -357 -2%
SOS
125
Silver Oak Securities
Tennessee
$1.23M +$166K +2,802 +16%
3 4
5
6 7