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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

138 hedge funds and large institutions have $1.22B invested in First Trust Dorsey Wright Focus 5 ETF in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
21
Increased
39
Reduced
57
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$76.8M
2
MML Investors Services
MML Investors Services
Massachusetts
+$24.7M
3
AG
Advisor Group
Arizona
+$10M
4
FAAS
First Allied Advisory Services
California
+$1.94M
5
PFS
Prospera Financial Services
Texas
+$1.72M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.7M
2
Wells Fargo
Wells Fargo
California
-$19.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.39M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.26M
5
RJA
Raymond James & Associates
Florida
-$5.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
126
Kistler-Tiffany Companies
Pennsylvania
$13K +$13K +505 New
KF
127
Krilogy Financial
Missouri
$11K – – –
AIM
128
Anchor Investment Management
South Carolina
$10.1K – – –
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$10K – – –
HNB
130
Huntington National Bank
Ohio
$7K – – –
LCM
131
Liberty Capital Management
Michigan
$7K +$7K +283 New
UBS AM
132
UBS AM
Illinois
$6.21K +$6.21K +250 New
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$2.5K -101 -33%
MSFP
134
Mark Sheptoff Financial Planning
Connecticut
$4K -$28 -1 -0.7%
IIC
135
Integrated Investment Consultants
Michigan
$4K +$4K +150 New
RFM
136
Royal Fund Management
Florida
$3K – – –
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +100 New
IWM
138
IHT Wealth Management
Illinois
$13 -$4 -500 -25%
IAA
139
Independent Advisor Alliance
North Carolina
– -$3.18M -133,311 Closed
Millennium Management
140
Millennium Management
New York
– -$205K -8,540 Closed
ATC
141
Argent Trust Co
Tennessee
– -$201K -8,365 Closed
GI
142
Gradient Investments
Minnesota
– -$25K -1,034 Closed
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
– -$14K -593 Closed
PMFA
144
Plante Moran Financial Advisors
Michigan
– -$9K -385 Closed
KIG
145
Kessler Investment Group
Indiana
– -$9K -380 Closed
AF
146
Allworth Financial
California
– -$7K -284 Closed
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
– -$5K -223 Closed
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